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Free Tax Preparation From AARP Foundation Tax-Aide

Tuesdays, 4 p.m. to 7 p.m., through April 11, 2017

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. Assistance is provided on a first come, first-served basis. 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. 

For joint returns, both parties must be present. The checklist below includes items you need to bring when you visit an AARP Foundation Tax-Aide site for us to help you prepare your tax return(s):

  • 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
  • State or local income tax refunds
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)

Credits

  • Dependent care provider information (name, employer ID, or Social Security number)
  • 1098-T and 1098-E Forms (Tuition and Student Loan Interest)