AARP Tax Aide Program | American Association of Retired Persons (AARP) - Albany Office

Low- or moderate-income individuals with a special focus on tax payers who are ages 50 years or older

• 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)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 receivedPayments:- Records of any federal and/or state and/or local income tax paid (including quarterly estimated tax payments) if not shown on income documentsDeductions:- 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

Appointment required; call for information

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