AARP Tax Assistance

2/22/2026 – AARP Tax Appointment Update

Due to the anticipated winter storm, all AARP tax appointments scheduled for Monday, February 23 have been rescheduled. To accommodate this change, AARP has added a new appointment date of Friday, March 6.

Please check your email for updated appointment details and instructions.

Thank you for your understanding and stay safe.

As of Wednesday, February 4, 2026, all appointments at the Monroe Township Public Library are FULLY BOOKED. If cancellations occur, available time slots will be visible by following this link.

Specially trained AARP volunteers will provide free assistance to taxpayers filing their annual income tax returns. Appointments are required. Walk-ins will not be accepted.

If you need to cancel your appointment for any reason, please call the Library as soon as possible so the time slot may be offered to another taxpayer.

Appointments are held on Mondays and Thursdays from February 2 through April 9, 2026.

Exception: The Library will be closed on Monday, February 16, in observance of Presidents Day.

Important Notice

• Please do not leave messages requesting appointments.
• Messages requesting appointments will not be returned or honored.
• There is no waiting list for appointments.

For a list of nearby alternative tax assistance sites and their contact information, please see the table below or follow this link (Click here for the list of nearby alternative tax sites).

If those sites don’t have any appointments available, you can also check on the AARP Tax Website (click here to visit the AARP Tax Website). This provides a list of all appointments in the state, if you’re willing to travel a little farther for an appointment. 

The IRS also offers a free volunteer income tax assistance service (VITA) – you will need to meet certain income qualifications to be eligible for this service. You can learn more about this program and the eligibility requirements on their website (click here to visit the IRS VITA website). 

And of course, you’re also welcome to continue calling the library in the event that someone cancels and an appointment opens up! 

Notes for people who already have scheduled an appointment to have their taxes prepared at the Monroe Township Public Library:

• Appointments are limited to one per person. Multiple appointments will not be honored and will be canceled.
• If you need to cancel your appointment for any reason, please call the Library as soon as possible, so that someone else may be able to make an appointment.
• Each taxpayer will need to pick up a pre-appointment packet, provided by AARP. Packets will be available at the Library Reference Desk for taxpayers who have already scheduled their tax preparation appointment.
• All forms in the Packets must be completed BEFORE the scheduled appointment.
• For joint returns, both spouses must be present during the entire tax return preparation and the Quality Review processes.
• If you feel sick or are experiencing any symptoms of Covid, the Flu or a Cold please do not come in for your appointment. Let the Library know, and we will make every effort to reschedule you for another date.

AARP Tax Volunteers will be doing In Person* Tax Preparation Only. The taxpayer(s) will bring their tax documents to the Library at their scheduled appointment time. The volunteer will interview the taxpayer(s) and review all of their documents to determine if they are within AARP’s scope before starting the return. The taxpayer(s) will be required to stay with the counselor during tax return preparation and with a second counsellor who will do a Quality Review of the tax return. You should be prepared to stay for up to three hours.

Please note: We are sorry, but we will not be able to do any out of state Tax Returns (i.e., New York and Pennsylvania). So, if you live in NJ but work in NY or PA, have Gambling Winnings from PA, or are required to file an out of state return for any reason, you will need to go to a paid preparer. Additionally, you must be a full-time Resident of NJ. We cannot do Partial Year Resident Returns.

Essential Documents to Bring to Your Appointment (Please have all documents out of the envelopes they came in)

• Photo ID for Taxpayer & Spouse (If Joint Return)
• Social Security Cards or ITIN Documentation for All on the Return (Including Dependents)
• Copy of Last Year’s Tax Return
• Income Documents: W2; SSA1099; 1099-R; 1099-G; 1099-INT; 1099-DIV 1099-MISC;1099-NEC; K-1 Forms; Any Other Income
• Gambling Winnings Form W2-G (And Losses)
• Self-Employment Income Documents (Including Documented Expenses)
• Brokerage Statements and 1099-B’s (Sale of Stocks & Bonds)
• If Itemizing Deductions: Mortgage Interest Form 1098; Medical & Dental Expenses; Charitable Donations etc.
• Property Tax Card Received or Statement of Property Taxes Paid
• Educational Expenses Form 1098-T
• Student Loan Interest Form 1098-E
• If Received, Identity Theft Letter from IRS with Identity Pin #
• Record of Any Federal or State Estimated Tax Payments Made
• Healthcare: If Purchased through the “Marketplace” Form 1095A is required. Also Bring 1095 B or C if Received.
• Any other Tax Related Documents or Letters Received from the IRS or the State of NJ
• Bank Check for Direct Deposit or Direct Debit of Refund or Balance Due