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AARP Foundation Tax-Aide: Documents Needed for Tax-Aide Service in 2022

 

En español | The information below includes items you may need for Tax-Aide service to help you prepare your tax returns(s). This is a general list; there may be additional materials you'll need based on the type of service needed. 

  • Previous two year’s tax return(s).
  • All correspondence received from the IRS and your state/local taxing authority.
  • Social Security cards and/or ITIN notices/cards or other official documentation that show the taxpayer identification numbers for every individual on your return.
  • Government-issued photo ID for each taxpayer.
  • Checking or savings account information if you want to direct deposit any refund(s) or direct debit any amounts due.
  • Identity Protection PIN (IP PIN) (for each individual if applicable).
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Income

  • W-2 for each employer.
  • 1099-G form for unemployment compensation or state/local income tax refunds.
  • SSA-1099 form showing the total Social
  • Security benefits paid to you for the year, or RRB-1099, Tier 1 Railroad Retirement benefits form.
  • 1099 forms (or other statements) reporting interest (1099-INT), dividends (1099-DIV) and/or proceeds from sales (1099-B), plus documentation showing the original purchase prices if you sold stocks or other assets.
  • 1099-R form if you received a pension, annuity, or IRA distribution.
  • 1099-MISC, 1099-K, or other 1099 forms. If you have a business, bring a summary list of all your income (cash and non-cash) and all business-related expenses.
  • Information about any other income of any form including cash.
  • IRS letter 6475 detailing the Economic Impact Payment (stimulus) amounts received.
  • IRS letter 6419 detailing any Advance Child Tax Credit received.

Payments

Records of any federal and/or state and/or local income tax paid (including quarterly estimated tax payments) if not shown on income documents.

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. If so, bring the following information:

  • 1098 form showing home mortgage interest.
  • A summary list of medical/dental/vision expenses including doctor and hospital bills and medical insurance premiums, prescription medicines, assisted living services, long-term insurance and bills for medical related home improvements such as ramps and railings for people with disabilities.
  • Summary of cash and noncash contributions to charity.
  • Property tax bills paid during the year (frequently shown on mortgage statement)..

Health Insurance

  • 1095-A forms if you purchased insurance through the Marketplace (Exchange).

Credits/Adjustments

  • Dependent care provider information – name, address, telephone number and employer ID or Social Security number and amount paid to provider.
  • 1098-T form for education expenses plus statement of account from the educational institution showing tuition and fees actually paid and scholarships, grants, etc. received. Also bring a summary of any other education expenses.
  • 1098-E form for student loan interest.
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AARP Membership — $12 for your first year when you sign up for Automatic Renewal

Get instant access to members-only products and hundreds of discounts, a free second membership, and a subscription to AARP the Magazine.

membership-card-w-shadow-192x134

AARP Membership — $12 for your first year when you sign up for Automatic Renewal

Get instant access to members-only products and hundreds of discounts, a free second membership, and a subscription to AARP the Magazine.