Aloha!

Our Oahu sites are CLOSED and not expected to open until March
Opening Dates are awaiting approval from National Tax-Aide


For this 2021 tax preparation season, our services will be very limited due to COVID-19 restrictions.  Here are some things to be aware of:
   1) APPOINTMENTS WILL BE REQUIRED.  Everyone will be required to make an appointment for service.  This applies to all Tax-Aide sites in the country.  NO WALK-INS OR SAME DAY APPOINTMENTS WILL BE ACCEPTED.  Each site has its own phone number to make appointments; you cannot call one site and request an appointment at another site.  You will be able to find appointment phone numbers for our sites by going to the main national Tax-Aide page at https://www.aarpfoundation.org/taxaide  OR by referring to our Site Schedules that are posted on the Site Information page of this site. 

   2) Multiple appointments may be needed to complete your return.  At some sites, our volunteers will scan your tax documents, prepare your return remotely, then have you return for another appointment to review and sign your return.  Taxpayers will be advised at the time of initial appointment scheduling and/or service regarding the specific process to be used for their return.  

   3) Site closures in 2021:  Some sites you may have used in the past may not be available this season due to state or local restrictions or a shortage of volunteers.  Please be understanding.  We will try to serve as many people as we can, but we must cooperate with efforts to stop the spread of the coronavirus.

   4) DELAYED START DATE:  Most sites will open after February 12 due to the IRS delay in the start of e-filing this season.  Additionally, we must have approval from the National Tax-Aide headquarters to open sites based on COVID-19 conditions. 

   5) Possible service disruptions during the season:  Our service availability may change from week to week depending on the COVID-19 conditions in each county and our host sites' willingness to allow us to use their facilities.  If you have an appointment affected by required service changes, we will notify you and attempt to accommodate you at a later time. 


Filing options if you can't get an appointment

1) Prepare and file yourself using paper forms, tax software, or IRS Fillable Forms.  Go to https://www.irs.gov/filing for information about filing your federal return.  Go to https://tax.hawaii.gov/ for information about filing your state return, including free e-filing of state returns using Hawaii Tax Online: https://hitax.hawaii.gov/_/

2) Seek assistance from a tax professional.  We can't recommend specific firms or providers, but the IRS has this page with suggestions on how to choose one:  https://www.irs.gov/tax-professionals/choosing-a-tax-professional

3) Wait to see if our sites will be able to extend our service window at some point in the future.  Updates will be posted on this page as well as the national site locator page linked above.

4) EXTENSIONS:  If you think you will need a filing extension beyond April 15, 2021, file Form 4868 to request an automatic extension to October 15 for filing your FEDERAL return.  Form 4868 should be filed by April 15, 2021.  Note that this is an extension of time to file, not an extension of time to pay.  Pay the amount you expect to owe with your Form 4868 or by July 15 to avoid interest and penalties for late payment.  You do not need to request an extension if you will be due a refund.  The state of Hawaii gives you an automatic extension of time to file your return until October 20 without having to request an extension, but you must make payment of any amount due by April 20 or be subject to penalties and interest.  NOTE:  Our volunteers will most likely NOT be able to help you file your return after you request an extension.

Beware telephone and e-mail tax scams!

The IRS will NOT initially contact you by phone or e-mail - only by U.S. Postal mail.  Never respond or provide information to requests originating by phone or e-mail.  See this IRS article concerning current scams:


Tax-Aide volunteers may contact you by phone if there is some problem filing your return.  However, they will NOT request personal information except what is required to fix an error.  To confirm that you are speaking to an actual Tax-Aide volunteer with access to your return, ask them to tell you certain information that was included on your return, for example, your adjusted gross income, mailing address, etc. and compare their answer with the printed copy of your return.  If the caller is not able to provide this information, return to the site where your return was prepared to determine if there actually is an issue with your return.

                                                        Beware erroneous refund tax scam!

The IRS reports that some taxpayers are seeing erroneous refunds direct deposited to their bank accounts.   See this IRS article to learn about the scam and how to respond to it:

https://www.irs.gov/newsroom/scam-alert-irs-urges-taxpayers-to-watch-out-for-erroneous-refunds-beware-of-fake-calls-to-return-money-to-a-collection-agency

E-File your own return FREE!

If your earned income and adjusted gross income is $72,000 or less for 2020, you qualify to use IRS Free File to file your federal return only at no cost or use MyFreeTaxes to e-file both your federal and state returns at no cost to you.

Looking for your refund?

Federal: Click here to access the IRS' Where's My Refund tool or call the IRS at 1-800-829-1040, or get the IRS2Go app for your mobile device. 

Hawaii:  Click here to access the Hawaii refund locator page or call the state Department of Taxation at 808-587-4242 or 1-800-222-3229.  

In both cases, you will need some information from your return, so be sure to have it handy when going online or calling.


See us in action!

Check out this video of our volunteers at the Liliha Library during February 2013.


Volunteer with us in 2022 (Tax Year 2021)!

We help over 15,000 taxpayers each year throughout the state of Hawaii, but we can't do it without our volunteers.  We have a variety of positions available, some of which require no tax knowledge at all.  If you are interested in serving Hawaii's kupuna and low-to-moderate income families and individuals, click here for information about our volunteer opportunities and to contact us about volunteering.  Individuals with computer skills (basic to advanced) are particularly needed, as all of our sites use computers and tax preparation software.  Please submit a volunteer application online by Nov 1, 2021 so we can ensure your training needs are met.