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AARP Tax Preparation Help

The checklist below includes items you MUST bring when you visit an AARP Foundation Tax-Aide preparer.

  • Last year’s tax return(s)
  • Social Security cards or other official documentation for yourself and all your dependents
  • Photo I.D. required for all taxpayers
  • Checkbook if you want to direct deposit any refund(s)
  • Spouse must be present if filing a joint return
  • Receipts/canceled checks if itemizing deductions
  • 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
  • State or local income tax refund
  • All forms indicating federal income tax paid
  • Dependent care provider information (name, employer, ID, SSN)