Event Details
IRS certified AARP volunteers provide free tax counseling and preparation services to low- and middle-income taxpayers, with special attention to those ages 60 and older. AARP Foundation Tax-Aide Volunteers are trained to assist with filing the 1040 Form and the more standard of the schedules, including Schedules A and B.
Assistance is provided on a first come, first-served basis.
The checklist below includes items you need to bring with you:
- Last year’s tax return(s)
- Social Security cards or other official documentation for yourself and every individual on your return.
- Photo I.D. required for all taxpayers.
- Checkbook if you want to direct deposit any refund(s).
Income
- W-2 from each employer
- Unemployment compensation statements
- SSA-1099 Form showing the total Social Security benefits paid to you for the year, or Form RRB-1099, Tier 1 Railroad Retirement benefits
- 1099 Forms reporting interest (1099-INT), dividends (1099-DIV), proceeds from sales (1099-B), as well as documentation showing the original purchase price of your sold assets
- 1099-R Form if you received a pension, annuity, or IRA distribution
- 1099-MISC Forms
- Information about other forms of Income
Payments
All forms and canceled checks indicating federal and state income tax paid (including quarterly estimated tax payments)
Deductions
Most taxpayers have a choice of taking either a standard deduction or itemizing their deductions. If you have a substantial amount of deductions, you may want to itemize. You will need to bring the following information:
- 1098 Form showing any home mortgage interest
- A list of medical/dental expenses (including doctor and hospital bills and medical insurance premiums), a list of prescription medicines, costs of assisted living services, and bills for home improvements such as ramps and railings for people with disabilities
- Summary of contributions to charity
- Receipts or canceled checks for all quarterly or other paid tax
- Property Tax bills and proof of payment
Health Insurance
- 1095A Forms if you purchased insurance through the Marketplace (Exchange)
- 1095B/1095C Forms (if applicable)
- Any exemption correspondence from the Marketplace (if applicable)
- Dependent care provider information (name, employer ID, or Social Security number)
- 1098-T and 1098-E Forms (Tuition and Student Loan Interest)
Event Type(s): Tax Assistance
Age Group(s): Adults
Colleen Swider
(603) 352-0157
