WITHIN SCOPE — what we CAN do for you
AARP Tax-Aide volunteer counselors are trained to assist in preparing basic tax returns. Please check the list below before calling for your appointment:
FORMS/ SITUATIONS:
- 1040 with Schedules A, B, and D
- Schedule C within limits (sole propietor, expenses do not exceed $35,000, no employees, no inventory, net profit only/no losses, no depreciation, etc.)
- Schedule EIC and EIC Worksheets
- 1099-Misc (box 7 nonemployee compensation is reported on Schedule C)
- 1099-Misc (box 1 or 2—rents, royalties, reported on Schedule E with no expenses, depreciation)
- 1099-Misc (box 3 other income is reported on 1040 Line 21)
- 1040-ES (Estimated Payments)
- 2441 (Child & Dependent Care)
- 5405 (Repayment of FTHBC)
- 8283, Section A, Part 1—non-cash contributions to charity exceed $500 but less than $5000
- 8606 (Nondeductible IRA) Part 1
- 8880 (Qualified Savings Credit)
- 8812 (Additional Child Tax Credit)
- 8863 (Education Credits)
- 8949 (Sale or Disposition of Assets)
- 9465 (Installment Agreement)
- 8379 (Injured Spouse)
- 1040X (Amended Returns)*
- Schedule K-1 that provides information only for interest, dividends and capital gain distributions and royalties (Schedule B, D ,E)
- Cancellation of credit card debt
- Health Savings Accounts—Form 1099-SA and Form 8889 *
- Maryland State returns
- Reconciliation of Healthcare Premium Tax Credit
* As time permits and on a case-by-case basis. District Coordinator only.
Under the Volunteer Protection Act, AARP Foundation Tax-Aide volunteers must stay in the scope of the program and do those returns for which they have received training. In no instance will a counselor complete a return for which he or she feels they do not have adequate training or knowledge.