Tax Help & Filing Information
Two Options for Free Income Tax Assistance for Low-to Mid-Income Taxpayers
AARP Tax-Aide
Free, in-person tax help for low to middle income taxpayers. We focus on taxpayers 50 and older, but the program is available to all tax filers who meet the local income guidelines. AARP membership is not required. REGISTRATION IS REQUIRED.
How does AARP Tax-Aide work?
- Pick up a tax help packet at one of the libraries listed below.
- Prepare all of your paperwork.
- Register for a tax visit at AzTax-Aide.org.
select Pima County to see locations - Attend your tax meeting with all your paperwork. Taxpayers without the required documents cannot be assisted.
Required paperwork:
- All relevant 2023 tax documents and competed forms from tax packet
- Your 2022 tax return
- Picture ID for taxpayer and spouse, both spouses must be present to sign documents!
- Social Security card for each family member
- Proof of income, including W2s and 1099s
- Forms 5498-SA and 1099-SA for Health Savings Accounts and 1085A for Affordable Care Act
- Account and routing numbers for direct deposit of refunds.
If you are taking deductions
- Documentation for deductible expenses such as home mortgage interest or real estate taxes
Library days and times for AARP Tax-Aide appointments
| Eckstrom-Columbus Library 4350 E 22nd St February 3, 2024 - April 15, 2024 |
Richard Elías-Mission Library 3770 S Mission Road All dates and times at Richard Elías-Mission Library are FULL. |
| Murphy-Wilmot Library 530 N Wilmot Road February 1, 2024 - April 11, 2024 |
Valencia Library 202 W Valencia Road February 5, 2024 - April 15, 2024 March 15, 2024 - April 12, 2024 |
| Oro Valley Library 1305 W Naranja Drive February 1, 2024 - April 11, 2024 |
Wheeler Taft Abbett, Sr. Library 7800 N Schisler Drive First come, first served |
More information
Contact Arizona AARP Foundation Tax-Aide.
Volunteer Income Tax Assistance (VITA)
The Volunteer Income Tax Assistance (VITA) Program offers free tax preparation to families and individuals with incomes up to $73,000. GetYourRefund (GYR) Kiosk is a partnership between the United Way and Pima County's Community & Workforce Development Department.
How does GetYourRefund (GYR) Kiosk work? A valid phone number and email address is required to use this service.
- Bring your necessary identification and tax documents for a 30 minute intake interview.
- The VITA Intake Specialist will help you securely upload pictures of your documents to GetYourRefund
- VITA tax preparers will virtually prepare your taxes, answer questions, and review your final return before it is e-filed via phone.
Required paperwork:
- Identification: Social Security card or acceptable alternative issued by the Social Security Administration for each person (including all dependents) listed on the tax return.
- Photo ID for taxpayer and spouse, if applicable
- Proof of income (W2s, 1099s, etc.)
- Documentation of all expenses
- Form 1095-A if anyone in the household is insured through the marketplace (Healthcare.gov)
- AZ Form 201 if filing for the Arizona Property Tax Credit and rent your home/apartment
Recommended paperwork:
- Account and routing number for direct deposit
- Prior year tax return
Library days and times for VITA tax assistance
Walk-ins only on a first come, first served basis.
Joel D. Valdez Main Library
101 N Stone Avenue
Tuesday, February 13, 2024
10 am - 2:30 pm
Wednesday, February 14, 2024
12 pm - 4:30 pm
Thursday, February 15, 2024
10 am - 2:30 pm
VITA Tax Help will also be available February 5 - March 29 at Pima County's Kino One-Stop, 2792 E. Ajo Way.
Appointments are available and have priority. Walk-ins are welcome on a first-come, first-served basis, as capacity allows.
To schedule an appointment, visit www.unitedwaytucson.org/vita.
More information
Visit unitedwaytucson.org/vita to submit a ticket | Call the United Way VITA Info Line by phone (520-333-5810) | Email vita@unitedwaytucson.org
Federal Forms & Filing
Online
By Phone
- Forms: (800) 829-3676 (1-800-TAX-FORM) or 1-800-829-4059 for TTY/TDD.
- Recorded tax and refund information: (800) 829-4477.
- Tax information assistance: (800) 829-1040.
Pickup Forms
Federal Building, 300 W. Congress, Room 1C (northeast corner of Congress and Granada).
- Forms located inside the IRS office not in the lobby.
- Monday-Friday, 8:30 a.m.-4:30 p.m.
Mail Federal Forms
Arizona Forms & Filing
Online
By Phone
- Forms: Automated, menu-driven, voicemail service to request forms (800) 352-4090.
- Specific tax information: (800) 352-4090, or TDD (hearing impaired) assistance is available at (800) 397-0256.
Pick Up Forms
State Building, 400 W. Congress (northwest corner of Congress and Granada).
- Enter through the door on the West side of the building.
