IRS-Certified Trained AARP volunteer tax aides are available to local residents of all ages and incomes at no charge. The nation's largest, free, volunteer-run tax assistance and preparation service is available to all individual filers regardless of income or age. Started in 1968 and, since 1980, this service has operated under a cooperative agreement with the Internal Revenue Service (IRS).
If married, both partners should be present. Certain forms and personal and financial documents are required.
Taxpayers Need to Bring
Government Issued Photo ID (such as a driver's license or passport).
Social Security or ITIN numbers for all taxpayers and dependents.
Bank account/routing numbers (blank check preferable), if expecting a refund.
All 2019 income report forms received
SSA1099 if you were paid Social Security benefits.
W-2(s) from your employer(s).
W-2G from gambling winnings.
1099G from unemployment compensation payments.
1099s: Bank interest, stock dividends, retirement distributions, brokers.
Other Important Documents
Receipts for deductible expenses including real estate and vehicle taxes paid.
Verification of the original purchase price of sold assets (home, stocks, etc.).
Receipts/canceled checks if itemizing deductions (e.g., charity contributions).
Proof of Health Insurance (Form 1095-A from Health Insurance Marketplace or private plan identification).
Copy of last year's Federal and State tax return(s), if possible.
For more information or to make an appointment, please call 203-669-5236.