WHAT WE DO

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.