Tax Assistance FAQ

Is Cooper-Siegel Community Library providing AARP Tax Assistance?

This year, due to Covid-19, AARP has reworked their Tax Assistance program and we are offering drop-off and pick-up service every Tuesday starting February 2nd through Tuesday, April 6th. You will still be required to make an appointment to drop off your tax information.

How will drop-off and pick-up work?

Call anytime the library is open to make a Tuesday appointment. Here’s how the process will work:

  • Call anytime to make your Tuesday appointment to drop off your tax papers; your pickup appointment will be one week later, the following Tuesday, at the exact same time.
  • Bring your tax papers in an envelope with your name on it (if you don’t have an envelope, one will be provided) including:
    • your phone number where you can be reached with questions and a good time to reach you
    • last year’s return if you used a service other than AARP
    • all tax documents (W-2, 1099, 1098, 1095, K-1 Brokerage Statement, etc)
    • amount of charitable contributions (up to $300 may be claimed this year even if you do not itemize)
    • property tax receipts or rent information if you are filing for rent rebate
    • total amount of stimulus/economic impact payments received
    • if you itemize, include information on medical, charitable, mortgage and other taxes you’ve paid
    • alert the volunteer if you’ve been issued an identity protection pin
    • your photo ID (which will be checked at drop-off AND pickup)
  • Come to the library at your appointment time (no earlier); park in our back parking lot. Enter the library through the far-right program-room doors. The AARP Tax Volunteers will be there to direct you further.
  • You’ll hand over your tax documents to our AARP Volunteers who will work on your taxes.
  • All documents will be returned, but please make copies if you are concerned about turning over originals.

Can I drop-off or pick up my tax documents on another day if I can’t make it on a Tuesday?

Unfortunately, neither AARP nor the library is able to accept or return tax documents and papers outside of your pre-arranged appointments.

Where can I get the PA40 and Federal 1040 forms?

Because we are still closed to the public (open only for curbside service), tax forms have been placed in plastic bins on a table on our side-porch (to the left of the library front doors). You can pick up forms at any time (before, during or after the library is closed). We will have 1040, 1040 instructions, PA40 and PA40 instructions and Rent Rebate forms.

Can I get other tax forms?

If you are in need of other forms, like schedules, please call 412-828-9520 x5015 and we will print forms out for you (first 5 pages are free, 6 pages+ will be $.15/page. Tax forms are also available to download and print here on the IRS website.

When can I call for an appointment?

We will begin taking appointments on Tuesday, January 19th at 10 AM and you can call anytime during the week when we’re open for an appointment. Please call 412-828-9520 x5015. Keep in mind, we are unable to respond to voicemails.

What if I can’t make the pick-up appointment the following week?

We are unable to accommodate alternative pickup arrangements.

Can I request a specific AARP Tax Volunteer to work on my taxes?

Due to this new arrangement, we cannot guarantee that you’ll work with a specific volunteer.

What if the volunteer has questions about my documents?

The AARP Tax Volunteers will call you between your drop-off and pick-up dates with any questions they may have. Please be sure to include your phone number and a good time to reach you with your documents.