There is NO PHONE NUMBER available to make appointments!

Summer Program begins May 13, 2024

Due to renovation being done at Colony,

summer program appointments on

May 13, 20 and 27, 2024

will be held at Rohan Recreation Center

Appointments for our Summer program are now available. Summer appointments assist taxpayers with:

Late Tax Returns
Letters from the IRS
Amendments to already filed Tax Returns
Other federal income tax-related concerns

Our Summer Program is on Mondays from 1:00 to 2:30 pm.

Summer appointments will be at Colony Cottage Recreation Center, with the exception of appointments on May 13, 20 and 27, 2024.

To make a Summer appointment for

amendments, extensions and letters from the IRS

Click HERE for instructions

how to make an online appointment

If you have any questions about appointments, send an email to

appointments@villagestaxaide.com

If you have any tax questions, send an email to

taxquestions@villagestaxaide.com

If you are having your 2023 taxes done,

you must complete the

Tax Year 2023

Intake/Interview

and Quality Review Sheet

(I&I form)

before your appointment can begin.

Click HERE to get your I&I Form

If you fill out the I&I Form on line, remember to PRINT YOUR I&I FORM

Click here for Instructions How to Fill Out and Print the I&I Form Online

Click here for a Checklist on How to Prepare for Your Villages Tax-Aide Appointment

Hello to all of my fellow taxpayers!

This is Becky Simmer, the District Coordinator for the AARP Tax-Aide District 45 which includes all of Sumter County and parts of Lake and Marion Counties.

We had a very successful tax year 2023 here at District 45. We filed over 9,000 tax returns electronically which were accepted by the IRS. We also prepared 84 amended returns and answered over 1,000 questions.

My thanks go out to all of our volunteers who did such outstanding work this tax season.

Our Summer Program is now open. We have appointments available to do amended tax returns, late tax returns and address letters from the IRS. The Summer Program appointments start May 15th. To schedule an appointment, refer to our home page to the left of this column.

Taxpayers can do so much more than just make appointments on our website. Under the Taxpayer Resources tab, taxpayers can find additional worksheets and information to help them with their 2023 tax return. Under the Taxpayer FAQs tab, we have answers for some of the most common questions that taxpayers may have. For example, RMDs, QCDs and IP PINs. Check those two tabs out!

Again, my gratitude goes out to everyone who helped make the 2023 tax season a success

Becky Simmer

D45 District Coordinator