AARP Tax-Aide

(For taxpayers with middle and low income, with special attention to those age 60 and older.)

Wednesdays from 9:00am-1:00pm

in the Fellowship Hall

Important Documents

After you've located an AARP Tax-Aide site and scheduled an appointment, you will need to bring the following documents with you:

• Copy of previous year tax return. If necessary, contact the IRS for a copy of last year's return.

• W-2 forms from each employer

• All 1099 forms (1099-INT, 1099-DIV, 1099-misc., etc.) showing interest and/or dividends as well as documentation showing the original purchase price of your sold assets

• If you were paid Social Security benefits, bring your SSA-1099

• If you received a pension or annuity, bring your 1099R

• All forms indicating federal income tax paid

• If applicable, unemployment compensation statements

• Child care provider information (name, employer ID, SSN)

• If itemizing deductions, bring all receipts or canceled checks for items such as medical expenses, taxes paid, mortgage interest paid, and charitable contributions

• Social Security numbers for all dependents

• Tax forms and preparation booklet

AARP Tax-Aide is administered by the AARP Foundation