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).
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.
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.
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.