Search Articles

Find Attorneys

This Tax Season, Seniors Can Get Free Assistance

  • February 8th, 2023

Note that asks need help on a tax form with pen and calculator nearby.When it comes to filing your 2022 federal tax return for the 2023 tax season, you may be able to access several forms of assistance for free.

Filing Online: IRS Free File

In January 2023, the Internal Revenue Service (IRS)’s Free File service opened to taxpayers. Through IRS Free File, you can prepare and file your federal individual tax online — at no cost to you.

The service is made possible by volunteers and enables you to file your taxes from your computer, smartphone, or tablet.

Local Elder Law Attorneys in Your City

Elder Law Attorney

Firm Name
City, State

Elder Law Attorney

Firm Name
City, State

Elder Law Attorney

Firm Name
City, State

The product options available to you may vary based on such factors as your gross income, location, and number of dependents:

  • If you are a taxpayer who made $73,000 or less in 2022, you may qualify for IRS Free File Guided Tax Preparation. This service assists you in preparing as well as filing your federal income tax return through an IRS partner site for free.
  • Taxpayers who made more than $73,000 in 2022 may be interested in taking advantage of the IRS’ Free File Fillable Forms. These are digital federal tax forms that you can complete, sign, and file online at no cost

Do I Need to Apply for Free File?

You do not need to apply for Free File. Simply visit the IRS’s Free File Lookup Tool and answer a series of questions to find out what product(s) you may be eligible to use.

Learn more about each service on the IRS website.

In-Person Support: Saturday Walk-In Hours

For those who would prefer in-person help, the IRS will now also be offering special Saturday hours to aid taxpayers at locations across the country.

There is no need to schedule an appointment for these special hours; you can walk in to speak directly with an IRS employee.

When Will Special IRS Saturday Hours Be Held?

Special Saturday hours will be from 9 a.m. to 4 p.m. in many states — as well as Washington, D.C., and Puerto Rico — on the following dates:

  • Saturday, February 11, 2023
  • Saturday, March 11, 2023
  • Saturday, April 8, 2023
  • Saturday, May 13, 2023

Prior to visiting an IRS office offering this service, be sure to double-check the IRS website for details regarding its Saturday hours.

“These walk-in locations are critical, and funding from the Inflation Reduction Act is allowing us to add more employees across the nation to better assist taxpayers this filing season and beyond,” Acting IRS Commissioner Doug O’Connell said in an IRS news release. “These special Saturday hours will help people get the services they need.”

Find more information about locations offering special Saturday hours, what to expect during your visit, what documents you will need to bring, and more.

Volunteer Income Tax Assistance (VITA) Program

In addition, the IRS provides free assistance in tax return preparation for seniors, people with disabilities, taxpayers with annual income below $58,000, and taxpayers who are not fluent in English. It is called the Volunteer Income Tax Assistance (VITA) Program.

Where Is the VITA Program Available?

You can find a VITA office near you on the IRS website; search by your ZIP code.

TCE: Free Tax Preparation for Seniors

Seniors can also benefit from the Tax Counseling for the Elderly (TCE) Program, which is also free. If you a taxpayer who is aged 60 or older, you can connect throughout tax season with a volunteer who can help you prepare your tax return. Locate an office with this service near you.

When Is Tax Season, Exactly?

The 2023 tax season officially began January 23, 2023. This is the date on which the IRS begins processing tax returns from the 2022 tax year. Tax season ends each year in mid-April.

When Are Tax Returns Due for the 2023 Tax Season?

In most cases, you should file your individual income taxes for the 2022 tax year by April 18, 2023. Extensions are available in certain circumstances. If you request an extension, your deadline for filing is October 16, 2023.


Created date: 02/08/2023
Medicaid 101
What Medicaid Covers

In addition to nursing home care, Medicaid may cover home care and some care in an assisted living facility. Coverage in your state may depend on waivers of federal rules.

READ MORE
How to Qualify for Medicaid

To be eligible for Medicaid long-term care, recipients must have limited incomes and no more than $2,000 (in most states). Special rules apply for the home and other assets.

READ MORE
Medicaid’s Protections for Spouses

Spouses of Medicaid nursing home residents have special protections to keep them from becoming impoverished.

READ MORE
What Medicaid Covers

In addition to nursing home care, Medicaid may cover home care and some care in an assisted living facility. Coverage in your state may depend on waivers of federal rules.

READ MORE
How to Qualify for Medicaid

To be eligible for Medicaid long-term care, recipients must have limited incomes and no more than $2,000 (in most states). Special rules apply for the home and other assets.

READ MORE
Medicaid’s Protections for Spouses

Spouses of Medicaid nursing home residents have special protections to keep them from becoming impoverished.

READ MORE
Medicaid Planning Strategies

Careful planning for potentially devastating long-term care costs can help protect your estate, whether for your spouse or for your children.

READ MORE
Estate Recovery: Can Medicaid Take My House After I’m Gone?

If steps aren't taken to protect the Medicaid recipient's house from the state’s attempts to recover benefits paid, the house may need to be sold.

READ MORE
Help Qualifying and Paying for Medicaid, Or Avoiding Nursing Home Care

There are ways to handle excess income or assets and still qualify for Medicaid long-term care, and programs that deliver care at home rather than in a nursing home.

READ MORE
Are Adult Children Responsible for Their Parents’ Care?

Most states have laws on the books making adult children responsible if their parents can't afford to take care of themselves.

READ MORE
Applying for Medicaid

Applying for Medicaid is a highly technical and complex process, and bad advice can actually make it more difficult to qualify for benefits.

READ MORE
Alternatives to Medicaid

Medicare's coverage of nursing home care is quite limited. For those who can afford it and who can qualify for coverage, long-term care insurance is the best alternative to Medicaid.

READ MORE
ElderLaw 101
Estate Planning

Distinguish the key concepts in estate planning, including the will, the trust, probate, the power of attorney, and how to avoid estate taxes.

READ MORE
Grandchildren

Learn about grandparents’ visitation rights and how to avoid tax and public benefit issues when making gifts to grandchildren.

READ MORE
Guardianship/Conservatorship

Understand when and how a court appoints a guardian or conservator for an adult who becomes incapacitated, and how to avoid guardianship.

READ MORE
Health Care Decisions

We need to plan for the possibility that we will become unable to make our own medical decisions. This may take the form of a health care proxy, a medical directive, a living will, or a combination of these.

READ MORE
Estate Planning

Distinguish the key concepts in estate planning, including the will, the trust, probate, the power of attorney, and how to avoid estate taxes.

READ MORE
Grandchildren

Learn about grandparents’ visitation rights and how to avoid tax and public benefit issues when making gifts to grandchildren.

READ MORE
Guardianship/Conservatorship

Understand when and how a court appoints a guardian or conservator for an adult who becomes incapacitated, and how to avoid guardianship.

READ MORE
Health Care Decisions

We need to plan for the possibility that we will become unable to make our own medical decisions. This may take the form of a health care proxy, a medical directive, a living will, or a combination of these.

READ MORE
Long-Term Care Insurance

Understand the ins and outs of insurance to cover the high cost of nursing home care, including when to buy it, how much to buy, and which spouse should get the coverage.

READ MORE
Medicare

Learn who qualifies for Medicare, what the program covers, all about Medicare Advantage, and how to supplement Medicare’s coverage.

READ MORE
Retirement Planning

We explain the five phases of retirement planning, the difference between a 401(k) and an IRA, types of investments, asset diversification, the required minimum distribution rules, and more.

READ MORE
Senior Living

Find out how to choose a nursing home or assisted living facility, when to fight a discharge, the rights of nursing home residents, all about reverse mortgages, and more.

READ MORE
Social Security

Get a solid grounding in Social Security, including who is eligible, how to apply, spousal benefits, the taxation of benefits, how work affects payments, and SSDI and SSI.

READ MORE
Special Needs Planning

Learn how a special needs trust can preserve assets for a person with disabilities without jeopardizing Medicaid and SSI, and how to plan for when caregivers are gone.

READ MORE
Veterans Benefits

Explore benefits for older veterans, including the VA’s disability pension benefit, aid and attendance, and long-term care coverage for veterans and surviving spouses.

READ MORE