TAX-AIDE PROGRAM | AARP FOUNDATION

Low to moderate income taxpayers, especially those 50 and older. We can prepare most returns including: Wages, interest, dividends, capital gains/losses, unemployment compensation, pensions and other retirement income, Social Security benefits. Self-employment income, with limits. Most income reported on Form 1099-MISC. or Form 1099-NEC. Schedule K-1 that includes only interest, dividends, capital gains/losses or royalties. Charitable cash contributions Qualified Business Income deduction. 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 credit, education credits, child/additional child credit and credit for other dependents, child/dependent care credit, premium tax credit, simplified method foreign tax credit, self-employed sick leave or family leave credit, and retirement savings credit. Estimated tax payments. Injured spouse allocation, depending on state. Health Savings Accounts (HSA). Amendments to filed returns. Up to 3 prior years’ tax returns. We can’t prepare returns with: Self-employment if there are employees, losses, expenses that exceed $50,000**, depreciation, business use of home, 1099 filing requirements or other complicating factors. Hobby income or other activities not for profit Complicated capital gains/losses, such as futures or options. Complicated Schedule K-1. Rental income*, except land-only rentals or rentals of personal residence less than 15 days. Royalty income with expenses if not from self-employment. Tax on a Child’s Investment and Other Unearned Income (Kiddie Tax). Farm income or expenses. Moving expenses. Some investment income or itemized deductions that are not included in our training. Alternative Minimum Tax, Additional Medicare Tax, or Net Investment Income Tax. Foreign financial asset reporting requirements. Transactions with digital assets.

• = Rental or moving: A volunteer can prepare returns for active duty military personnel only when the preparing volunteer is certified in the military module and another volunteer is certified to review military returns.

Essential Documents to Have at the Tax Site Government-issued photo ID for the taxpayer(s) on the return Social Security cards or ITIN documentation for all taxpayers and dependents named on the return Copy of prior year tax return Income documents for wages, interest, dividends, capital gains/losses, unemployment compensation, pensions and other retirement income, Social Security benefits and self-employment. Brokerage statements – sale of stocks or bonds Healthcare – Forms 1095-A if have marketplace insurance Mortgage interest, medical/dental expenses, charitable donations, and sales, income or property taxes Records of federal and state income taxes paid Checking or savings account info (printed or actual copy) for direct deposit of refund or direct debit of balance due Bring your Identity Protection personal Identification Number (IP Pin) if you have one Any other recent IRS or state tax department correspondence

In-Person Service: Tax return prepared and filed by a certified volunteer in one visit. Drop Off Service: Leave documents at the site; return is prepared remotely. Pick up and file during a second visit. No Site Visit Required (Internet Access Required): Upload documents online; volunteers work with you remotely to prepare and file your return electronically. Online Coaching: Prepare your own return with remote support from a volunteer. Facilitated Self-Assistance: Schedule a site appointment to complete and file your own return with volunteer coaching help. Self-Preparation: Use Tax-Aide's software to prepare your own return independently. Taxpayers will: Provide all required information and documents to ensure the completion of your return Sign in at the tax site and follow the guidance of the volunteer Complete the Intake/Interview Booklet fully and accurately (Spanish version) Participate in the intake interview, tax preparation and quality review process Inform the volunteer of all income including cash, gambling winnings, etc. Understand that some returns are beyond the program scope (see scope poster) or have complicated state or other issues. If your return falls outside the program scope, you must either prepare your own return or engage a professional preparer. Ensure the return is complete and accurate before signing. Joint returns require the signature of both spouses. Agree that you are responsible for the accuracy of the return Treat volunteers with courtesy and respect Questions? Call 888-687-2277 or email [email protected] Tax-Aide volunteers will: Treat taxpayers in a courteous and professional manner Prepare tax returns within the scope of the program and certification level Provide tax assistance based on the information and documents provided by the taxpayer Quality review all tax returns Respect taxpayers’ privacy and confidentiality

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