AARP Tax-Aide During COVID-19

For your upcoming vist to have your tax return(s) prepared by IRS-certified Tax-Aide counselors, please consider the following:
  • Given the current COVID-19 your taxes will be prepared using a new process:
    • Appointments are required for two, short visits
      • A 15 minute visit to scan your documents
      • When the return is done, a second, short appointment to print and sign your return.
      • Upon arrival for each visit, we require a face covering, a temperature check, short current-health survey, and completion of a contact tracing form for the City of Southfield.  If you are not feeling well for your appointment, please do not come in!
    • Actual tax preparation will be done virtually using telephone and/or video call conversations with the preparer and quality reviewer.
  • Before you come for your first appointment, please
    • Read the first seven documents below (those starting with 00 through 06).
    • Complete and print the next two documents (highlighted in red type)
      • If you cannot print the final documents, the options are:
        • Pick up copies of the two required forms at Southfield Parks and Recreation Monday through Friday from 9:30 am through 1:30 pm  -- drive up to the short term parking by the Parks and Recreation entrance, dial 248.796.4650, and the documents will be brought to your car.  At the moment and to at least April 5th the Southfield Civic Center is closed to the public with the exception of appointments for taxes and COVID vaccinations.
        • Come to your appointment a half hour early to pick up the forms outside the entrance for tax preparation and fill out the required forms in your car.
    • The remainder of the documents will be filled out during your scanning visit as necessary.
  • During the preparation and review phases, you will be called at least twice.
    • The number will likely display as (617)675-4444
    • Your caller ID, depending on your provider, could display something like:
      • Google Meet
      • SPAM? Google Me
      • Boston, MA
    • Please be sure to answer your phone!  You can return the call using the PIN left in the message but only while the caller is still online.
    • If you have not heard from us for a few days, you can email us at . We need to stay in touch.
  • The quality reviewer will call to go over the completed return and then make your appointment to receive your completed return and sign IRS Form 8798 allowing your return to be efiled (the only exceptions to efiling are when IRS requires a paper copy be sent).

View PDF 00 Summary of Attachments
View PDF 01 TA Privacy Statements
View PDF 02 IRS Required Information
View PDF 03 Scope
View PDF 04 COVID-19 Screening
View PDF 05 How Your Return Will Be Prepared
View PDF 06 Explanation of 14446
Req Fillable PDF SOUTHFIELD - Low Contact 2 Visits Form 1444
Req Fillable PDF 07 Intake Booklet
Opt PDF 08 Schedule C Worksheet
Opt PDF 09 Schedule A Worksheet
Opt PDF 10 Self-Employed COVID Worksheet
Opt PDF 11 Education Credits Worksheet
Opt PDF 12 Documents We Need
Opt PDF 12a Documents We Need for Michigan Tax Credits
Opt PDF 13 Scanning Your Documents
Opt PDF 14 How to Join a Google Meet Video Conference
Opt PDF 15 Accessing your preliminary Return
Opt PDF 16 Economic Impact Payments Worksheet
Opt Fillable PDF 17 COVID Retirement Distribution Worksheet

Req Fillable PDF Required - a completed hard-copy form (fillable before printing)
Opt Fillable PDF Optional - if needed, a completed hard-copy form (fillable before printing)
Opt PDF Optional - if needed, print and fill out
View PDF Please view, printing not needed