The AARP Foundation Tax-Aide program has a page just for you!

TAX REFORM INFORMATION
HOW DOES THE NEW TAX LAW AFFECT YOU?


Tax-Aide for Taxpayers

When you click on the link you will be able to:
  • Learn more about the program
  • Find a site near you, or help a friend find their site
  • Ask a question
  • Volunteer
  • and much more!


WHAT TO BRING WITH YOU TO THE SITE:
  • Picture ID for the taxpayer(s) on the return
  • Social Security cards or ITIN documentation for all
  • Copy of last year's tax return
  • Income Documents - Forms W2, SSA 1099, 1099R, 1099G, other 1099 forms or self-employment income
  • Brokerage statements - sale of stocks or bonds
  • Healthcare - 1095 A, B, or C, marketplace exemption letters
  • Mortgage interest, medical, dental, or charitable donations; business; property taxes
  • Records of federal and state taxes paid
  • Educational expenses - Form 1098-T and expense receipts
  • Bank check for direct deposit/debit of refund/balance due


WE CAN PREPARE MOST RETURNS WITH:
  • Wages, interest, dividends, capital gains/losses, unemployment compensation, pensions and other retirement income, Social Security benefits
  • Self-employment income if no employees, no inventory, no losses, no depreciation, no business use of home, and no other complicating factors
  • Most income reported on Form 1099-MISC
  • Schedule K-1 that includes only interest, dividends, capital gains/losses or royalties
  • Itemized deductions, including noncash contributions to charity that total no more than $5,000
  • Cancellation of nonbusiness credit card debt
  • IRA contributions - deductible or not
  • Most credits, such as earned income tax credit, education credits, child/additional child tax credits, child/dependent care credit, premium tax credit, simplified method foreign tax credit on investments, and retirement savings credit
  • Repayment of first-time homebuyer credit
  • Estimated tax payments
  • Installment agreement request for taxes due
  • Injured spouse allocation, depending on state
  • Health Savings Accounts (HSA)
  • Amendments to led returns
  • Prior three tax years' returns

WE CANNOT PREPARE RETURNS WITH:
  • Self-employment expenses that exceed $25,000
  • Complicated capital gains/losses, such as futures or options
  • Rental income, except land-only rentals
  • Royalty income with expenses if not from self-employment
  • Farm or farm co-op income or expenses
  • Partially reimbursed employee business expenses
  • Moving expenses
  • Tax on a Child's Investment and Other Unearned Income (Kiddie Tax)
  • Some investment income or itemized deductions that are not included in our training
  • AlternativeMinimumTax,AdditionalMedicareTax, or Net Investment Income Tax
  • Foreign financial asset reporting requirements

Find a Site Near You

QUESTIONS? Ask our AARP Tax-Aide Foundation national volunteers.