Income Tax Preparation

2012 Income Tax Preparation

Reservations are required to have your Income Tax returns prepared by an AARP Tax-Aide volunteer, at most centers.

If you have a complicated return, check with the center prior to making an appointment with a volunteer tax assistant to determine the appropriateness of a consultation.

Some situations are out-of-scope for volunteer assistants.

Required Documents

Please bring the following information when you come for your appointment.

• Picture identification
• Copy of your last year's state and federal tax return.
• Social Security cards for all people listed on return.
• All W-2 forms for wages.
• All 1099-INT forms received for any interest paid.
• All 1099-DIV forms reporting any dividends paid.
• All 1099-R forms reporting any retirement income paid.
• SSA-1099 Social Security Benefit Statement .
• All 1099-B forms showing any stock sales. You must have the basis (what you paid) for all sales including mutual funds. Call your broker.
• All 1099-G forms reporting gambling winnings.
• RRB-1099 forms showing railroad retirement.
• Any other 1099 forms.
• Any forms reporting any other income such as jury duty, election work, alimony, etc.
• Medical expenses.
• For age 65 or older, property tax bill and/or rent receipts.