Tax Help at the Library: Make an Appointment for Free Tax Assistance

AARP Foundation Tax-Aide, in cooperation with the IRS, NC Department of Revenue, Buncombe

County Library System and Council on Aging, Inc. will offer free tax preparations for taxpayers of low- and moderate-income, with special attention to those age 60 and older.

You will need an appointment to speak with a tax help aide. At your appointment, you can drop off your tax documents and you’ll be given another appointment in about 2 weeks to pick up your paperwork and completed tax form.

How it works

1. Pick up a tax record envelope and instructions at Black Mountain, East Asheville, West Asheville or Pack Library during library hours. Please make an appointment with the Weaverville Tax help at aarptaxesweaverville@gmail.com before you pick up your packet the Weaverville library.
2. Complete the Intake/Interview Booklet in your envelope by answering all questions. Then sign and date the last 3 pages.  Place all your tax forms and any information relating to your tax return in your envelope.
3. Make an appointment to drop off your Tax Record Envelope and meet with a Tax-Aide volunteer.

Schedule and appointments

Black Mountain Library and Black Mountain Methodist Church
Mondays and Thursdays, appointments are available between 9 a.m.-2 p.m.

• To make an appointment, either email NCTVhelper@gmail.com with your name and telephone number, or call (828) 669-8610 between 1:30-4:30 pm Monday-Friday. An AARP volunteer will contact you to set up your appointment. You can pick up a tax packet at the Black Mountain Library. At your appointment, a tax volunteer will check all documents and give you a follow-up appointment to pick up your completed tax return and documents.

Pack Memorial Library
Wednesdays, appointments are available between 10 a.m.-4 p.m.

• To make an appointment for Wednesday tax help at Pack Library, email packtaxes@gmail.com with your name and phone number. An AARP volunteer will contact you to set up your appointment. If you don’t have access to email, the staff at the library can email AARP to you. You can pick up your tax packet at the library. At your appointment, a tax volunteer will check all documents and give you a follow-up appointment to pick up your completed tax return and documents.

Saturdays, appointments are available between 10:30 a.m.-2 p.m.

• To make an appointment for Saturday tax help at Pack Library, email vitatax.unca@gmail.com. At your appointment, a tax volunteer will check all documents and give you a follow-up appointment to pick up your completed tax return and documents. This tax help is provided by UNCA.

Weaverville Library and Weaverville First Baptist Church
Thursdays, appointments are available between 9 a.m.-12:30 p.m.

• To make an appointment for tax help at the Weaverville First Baptist Church email aarptaxesweaverville@gmail.com with your name and telephone number OR call the Weaverville Library at 828-250-6482 with questions. If you don’t have access to email, the staff at the library can email AARP for you.  An AARP volunteer will contact you to set up your appointment at the Weaverville First Baptist Church. You can pick up your tax packet at the library. At your appointment, a tax volunteer will check all documents and give you a follow-up appointment to pick up your completed tax return and documents.

West Asheville Library and Burton Street Community Center
Tuesdays, appointments are available between 9 a.m.-12:30 p.m.

• To make an appointment for tax help at the Burton Street Community Center email aarptaxeswestasheville@gmail.com with your name and telephone number. An AARP volunteer will contact you to set up your appointment at the Community Center. If you don’t have access to email, the staff at the West Asheville library can email AARP for you. You can pick up your tax packet at the library. At your appointment, a tax volunteer will check all documents and give you a follow-up appointment to pick up your completed tax return and documents in 1 or 2 weeks.

Tax help will start on Jan. 31 and end on April 15.

Bring the following documents and tax forms to your tax help appointment. Photocopies are recommended:

ID:

• Photo ID/Driver's license for taxpayer and spouse
• Social Security Cards for taxpayer, spouse, and all dependents
• Prior year (2022) Federal and State tax returns
• Voided check for direct deposit of any refund to your checking/savings account

Tax documents can include:

• W-2 (Wages), W-2G (Gambling winnings)
• SSA-1099 (Social Security Benefit Statement)
• 1099-R (Retirement), 1099-RRB (Railroad Retirement Benefits)
• 1099-Interest, 1099-Dividend, 1099-OID
• 1099-B (Brokerage Statement, Sale of Stocks and Bonds), 1099-Ks
• 1099-G (Unemployment and State refunds)
• 1099-NEC (Self-Employment), 1099-MISC, PLUS itemized list of expenses
• 1099-S (Sale of Home), 1099-C (Forgiveness of Credit Card Debt)
• 1098- Home Mortgage Interest and Real Estate Taxes
• 1099-T (Education Credits) PLUS Student Account Statement     
• 1098-E (Student Loan Interest)
• 1099-SA and/or 5498-SA (HSA = Health Savings Account) PLUS itemized list of medical expenses
• 1095-A (Health Insurance – Affordable Care Act, Health Insurance Marketplace)
• Schedule K-1 (Form 1065)
• Itemized list of expenses if you are not using Standard Deductions
• Any other documents or information relevant to preparation of the tax return.

Important: Because of the limited availability of volunteers, space, and time, we will only be able to prepare tax returns that have fewer than 12 tax forms and not more than one 1099-B (Brokerage Statement).