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CHECKLIST
AARP Tax-Aide: Free Tax Help!
For taxpayer with low - and moderate-income, with special attention to those age 60 and older. The AARP helpers will be here to help you with your taxes!
You will need to bring the following with you when you come:
- A copy of last year’s income tax return(s)
- W-2 forms from each employer
- SSA - 1099 forms (1099-INT, 1099-DIV, 1099-B, etc) showing interest and/or dividends and
documentation showing original purchase price of sold assets
- 1099-misc. showing any miscellaneous income,
1099-R form if you received a pension or annuity
- All forms indicating federal income tax paid
- Dependent care provider information (name, employer, ID, Social Security number
- All receipts or cancelled checks if itemizing deductions
- Social Security cards or other official documentation for yourself and all dependents.