Tax Assistance

Valid Photo ID for each taxpayer—current state driver’s license, state ID, or passport.

A Social Security Card or an ITIN Card and the date of birth for ALL taxpayers and dependents listed on the return are REQUIRED. Acceptable substitutes for the SSN card are letters or other documents (such as Form SSA-1099) from the Social Security Administration if it has the complete SS number on it. Also, an exception to this requirement can be made if taxpayers had their previous year’s tax return prepared at the same AARP Tax-Aide site AND that return is presently in that site’s computer data base.

LAST YEAR’S TAX RETURN—required if itemizing, otherwise highly suggested.

Tax documents and records of all income including W-2s and W-2G, self-employment, unemployment insurance benefits, bank or mutual fund interest, pension or other retirement plan payments, tips, investment income, prior year tax refunds (state and property tax) and Forms 1099B, 1099R, 1099DIV, 1099INT, 1099Misc, 1099RRB, 1099K, and Schedule K-1. If self-employed, provide records of all Forms 1099MISC, cash income, expenses, and auto business mileage.

Records of all estimated Form 1040ES or other tax payments.

Forms/ letters of all governmental assistance and payments—Social Security, SSDI, Supplemental Security Income (SSI), GA, MSA, Veterans Benefits, Workers’ Compensation, and Housing Support (GRH).

If itemizing, include Statement of Property Tax Paid in 2019, mortgage interest statement, and all organized documentation of medical, dental and education expenses, charity contributions, and expense related documents.

Healthcare documents: Form 1095-A if you purchased insurance under the Affordable Care Act through the Marketplace/Exchange (MNsure), Forms 1095B or C showing healthcare coverage (for returns prior to Tax Year 2019), Form 1099SA for HSAs (Health Savings Accounts), and Form 1099-LTC for Long Term Care insurance policy distributions.

Information on amount of alimony paid or received and the date of the divorce decree.

Information pertaining to childcare expenses, K-12 education expenses, Form 1098-T post-secondary education expenses, statements of account from colleges/universities, and K-12 educator expenses.

Records of student loan interest paid, with details of original loan principal amounts and monthly payments.

Statement of Property Tax Payable in 2020 (available after mid-March) or Certificate of Rent Paid (CRP).

Important Information to Bring to Your Tax-Aide Appointment (PDF checklist)