Savannah & Hinesville
AARP Foundation Tax-Aide
We are located at the following Live Oak Libraries
starting February 1 until April 15
2002 Bull Street, Savannah, GA 31401 (Monday to Thursday)-10am to 3pm
14097 Abercorn Street, Savannah, GA 31419 (Monday to Friday) – 10am to 3pm
236 West Memorial Drive, Hinesville, GA 31313 (Wednesday) – 10am to 3pm
How Your Tax Return Will be Prepared
We will prepare your return following the IRS and Tax-Aide requirements for Drop-Off service. Please pick up an 13614-C (Intake/Interview & Quality Review Sheet) at one of the above Libraries. You may also download the 13614-C (fillable form) from:
Prior to arriving at the site, please read and completely fill-in the 13614-C form and collect all of your tax documents. These documents include any W2’s, 1099R’s, Social Security income, Interest, Dividend, and Broker statements. Also bring last year’s tax return. Blank check for direct deposit/debit. You must also bring your driver’s license or photo ID for you and your spouse if you are married, and social security cards for all taxpayers and dependents.
We cannot prepare returns where W-2 or 1099-R forms show state tax withheld by any State other than GA or SC.
Tax-Aide volunteers, in your presence, will review your documents and complete a thorough interview based on the documents that you provide. After the Interview is complete, volunteers will inventory your tax documents and ask you to verify that inventory. You will then be given an appointment time to return to review your return.
Your documents are stored in locked, secure storage when they are not being used to prepare your return. Tax-Aide Counselors will prepare your return and have it ready for your second appointment. During your final appointment, you will receive an explanation and copy of your tax return. You and your spouse if married will sign an IRS form that will allow us to electronically file your return, and your tax documents will be returned to you. You will be asked to verify that all of the documents you provided to us were returned to you.
The State of GA no longer mails 1099-G forms (Unemployment Insurance Payments or GA Tax Refunds). Go to the GA Dept of Revenue website: https://gtc.dor.ga.gov to log in, download and print your 1099-G form (and 1099-INT if GA paid you interest).
If at any time on or after July 20, 2023, and through December 31, 2023, you or your spouse had an unborn child with a detectable human heartbeat, you may claim a dependent personal exemption on their Georgia 2022 tax return in the amount of $3,000 for each unborn child. The unborn dependent exemption cannot be claimed if the child is born during the same tax year. If appropriate, make this known to the tax preparer.
Out of Scope Returns (we are not able to prepare)
House rental income, Active military income, Farm income, States that collect income tax other than GA and SC, self employed businesses with expenses > $35,000, home office expenses, or auto expenses other than mileage, Capital gains on futures, options, and digital currency, Deductions for casualties and moving, Credits for plug-in electric cars and solar panels, Income > $200,000 requiring form 8959, 8960, 8995A or AMT.2
If you have deductions over the standard deduction and plan to itemize deductions, fill out the Itemized Deductions Worksheet (fillable form) from:
If you are self-employed, fill out the Self Employment Worksheet (fillable form) from: