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AARP Foundation Tax-Aide: Documents Needed for Tax-Aide Service in 2021

AARP Foundation, Updated January 2021 | Comments: 0

 

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 year’s tax return(s).
  • 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).

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
  • The Economic Impact Payment (stimulus) amounts received from Notices 1444 and 1444-B or bank or other records.

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.

Privacy Information

AARP Foundation operates the AARP Foundation Tax-Aide program under a cooperative agreement with the IRS. In order to help complete your tax returns, AARP Foundation’s trained and IRS-certified volunteers will see personal information that you give them about you and your finances. This information is strictly confidential. We will not share your information with anyone except as necessary to accurately file your tax returns, as otherwise required by law, or with your consent. AARP Foundation Tax-Aide and the IRS-approved tax software vendor keep different types of information about you for different periods of time. We keep your return information temporarily so that we can electronically process your return and ensure acceptance by the IRS as well as any state taxation authority. This personal data is kept confidential and secure and will not be sold, given away or used for any commercial purpose. We also keep and use de-identified aggregated data, (for example, city, state, ZIP codes of people the program served, number of people the program served, etc.) summarized at the site level for program impact analysis. This data does not include personally identifiable information about any individual taxpayer. If you have any questions about this notice, please contact us at taxaide@aarp.org or 888-227-7669.