Important Documents
By: Source: AARP.org Date Posted: 2006-02-07 16:14:00-05:00
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's 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
AARP Tax-Aide is administered by the AARP Foundation
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