AARP provides free tax help in Boardman, Hermiston, Lexington, Pendleton

Published 6:00 am Saturday, January 18, 2025

The AARP Foundation Tax-Aide program will provide free tax preparation beginning in February in Umatilla and Morrow counties. IRS-certified volunteers will prepare federal tax returns or offer guidance for taxpayers to file their own.

People do not have to be an AARP member to participate. While the focus is to assist adults 50 and older with low to moderate incomes, others may utilize the program.

Appointments are required and are available on designated days between 9 a.m. to 2:30 p.m. To schedule an appointment, call/leave a voicemail at 541-701-9326. Local sites include:

  • New Hope Community Church, 1350 S. Highway 395, Hermiston, English/Spanish (Tuesdays through Thursdays, Feb. 4-April 15).
  • Port of Morrow, 2 W. Marine Drive, Boardman, English/Spanish (Mondays, Feb. 10-April 7).
  • Lexington Town Hall, 425 F St., English (Select Fridays, Feb. 7-April 11).
  • Pendleton Community Room, 501 SW Emigrant Ave., English (Select Mondays, Feb. 3-April 14).

What to bring to appointment

  • All correspondence received in 2024 from the IRS and your state/local taxing authority, including a copy of 2023 tax returns filed.
  • Photo identification and Social Security cards (or other official documents with the Individual Taxpayer Identification Number) for everyone on the return.
  • Banking information for direct deposit refunds or to pay direct-debit tax due.
  • W-2 forms and 1099 forms reporting unemployment compensation, state/local tax refunds, interest, dividends, pensions, annuities and IRA distributions.
  • For itemized deductions: documentation of home mortgage, medical expenses, charitable contributions, property tax bills paid and 1095A, if coverage purchased from the Health Insurance Marketplace.

For more information, including descriptions of what to bring to the appointment, visit www.aarp.org/money/taxes/aarp_taxaide.

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