Income Tax Assistance Program with AARP

Once again, the Library and the AARP have teamed up to prepare Income Tax returns for people coming to the Marlborough Public Library. Reservations are required, please call 508-624-6900.  

Preparers are here Saturdays, starting Saturday February 3rd.  Last day of reservations is April 7th.  Reservations are required, please call 508-624-6900. 

Appointment Instructions:

  • Arrive 15 minutes early to complete the intake process.
  • Bring your 2016 Federal and State Tax Returns.
  • Photo ID is required for the person filling the tax form
  • A social security card or SSA1099 is required for each person listed on the return.
  • Please bring:
    • Any form with income tax information, including:
      • SSA-1099-Social Security Benefits paid, if received.
      • All Forms 1099-R showing payments from a pension, annuity, or IRA
      • All 1099-INT or DIV Forms showing interest and dividends
      • Form 1099-B from investment firms showing income and any stock sales
      • W-2 forms from each employer
      • W-2G forms from any gambling winnings
      • Unemployment Payment statements
      • 1099-MISC showing any miscellaneous income
    • Property tax receipts and water & sewer bills or rent payments if you are 65 or older and want to claim the Senior Circuit Breaker Refund
    • Records for all deductions-medical insurance, doctors and drugs, mortgage interest, auto excise tax, and charitable contributions, if itemizing deductions.
    • Dependent care provider name, employer identity number,address, and social security number.
    • Proof of Health Insurance, a Social Security statement, MASSHEALTH card , or letter from their insurance company, and Form 1095-A, B, C if they bought insurance through the Connector.