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Concord Asset Management

Weekly Tax Tip – March 30, 2026

Justin Lopez, AIF®
March 30th, 2026

IRS Program Helps Seniors Prepare Taxes

The Internal Revenue Service (IRS) offers a Free File tool that provides online tax preparation, direct deposit of refunds, and electronic filing choices. This tool can be helpful for taxpayers on a fixed budget, including seniors and retirees.

Here are some things to know about the tool:

● IRS Free File is available at IRS.gov and features some of the biggest names in tax software. To use the tool, taxpayers can browse multiple offers.

● The eligibility standards for Free File vary by tax partner but are usually based on income, age, and state residency.

● Free File has the most common forms needed to file your taxes. Even if you have a unique tax situation, you may still be able to use Free File.

● Some Free File products are available in Spanish. You can also search for credits and deductions in Free File.

● Some providers in Free File also offer state return preparation. You can use the lookup tool in Free File to find the tax partner that might be appropriate for your state requirements.

● Taxpayers can access Free File through their computers, smartphones, or tablets. The site is designed for mobile usage.

This information is not a substitute for individualized tax advice. Please discuss your specific tax issues with a qualified tax professional.

Source: IRS.gov, June 23, 2025

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