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Posted by Tiffany Gaskin

Tax Help For Seniors

Tax Help For Seniors

Everyone needs help during tax season - young and old. However, if you're a senior, you need more help. That's because we may encounter so many problems while filing taxes. These problems could include overlooked errors that are guaranteed to get you into trouble with the IRS. Even when we are cautious, we still make mistakes. Sometimes, such mistakes could be incredibly costly.

Being taxed is enough trouble. Having problems while paying taxes is even worse. If you're above 60, it's the worst! As we all grow older, keeping up with the technicalities of tax season begins to take its toll. The tax rules remain as complicated as ever, and more seniors keep falling prey to the frustrating experience. In seeking help, many have fallen for scams.

Thankfully, it's not all gloom. Knowing how difficult it could be for seniors to get through the taxation process, the IRS has provided help for them. There are many other types of professional assistance available when filing taxes. You can get all the help you need and never lose a minute of sleep anymore regarding taxation. 

Let's take a closer look at the free ones you can access immediately as a senior.

  • Volunteer Income Tax Assistance (VITA) program

  • Tax Counseling for the Elderly (TCE)

  • AARP Tax-Aide Program

  1. Volunteer Income Tax Assistance (VITA) program

The VITA program has numerous tax professionals who serve as volunteers, helping people, especially seniors and those with English deficiencies, file their taxes. However, VITA is more appropriate for those who still pay income tax, albeit minor. VITA is not suitable for those with a reasonably large income and more complex tax schedules.

  1. Tax Counseling for the Elderly (TCE)

The Tax Counseling for the elderly program is specifically designed for people who are 60 years and above. It is also a free program run by the IRS, which provides counseling, especially for elders on a fixed income and no longer earn from active service. The volunteers at TCE meet with the seniors and offer all the tax help they need free of charge. 

Please note that the TCE and VITA programs are available nationwide, and you can easily find the closest one to you on the IRS website (https://www.irs.gov/)

  1. The AARP Tax-Aide Program

The American Association of Retired People (AARP) also has a Tax-Aide program that many seniors can easily benefit from. To qualify, you must be 50 years and above. The AARP also works with volunteers, just like the IRS programs who offer round-the-year tax consultations, although they are available for visits during the tedious tax season. To locate the nearest AARP tax consultant near you, it's best to visit their website https://www.aarp.org

Other Free Tips

Apart from accessing these great options, it would be best to take these precautionary measures to safeguard your taxes.

  1. Prepare ahead

Getting organized may be a habit too late in the day to inculcate. However, as a senior, it would do you a lot of good to always keep your documents, paper and electronic, organized ahead of tax season. Please do not wait until you need your documents before looking for them. The more prepared and organized you are, the better it is for you.

  1. Know your entitlements

Many seniors don't know what they are entitled to, especially those above 65 years or who suffer from disabilities. You may need professional assistance to understand what you're entitled to before filing your taxes

  1. Never give out personal information.

Many scammers target seniors, offering to help them with taxes. The simple rule is never to give out personal information via unsolicited calls or emails regarding your taxes. The IRS would never call you for it!



Tiffany Gaskin
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