WHAT TO BRING

AARP Tax-Aide TaxYear 2017

  • Social Security cards OR CURRENT ITIN LETTER for all members of the family — not an option — this is a requirement

  • Photo IDs for each Taxpayer and Birthdates for all family members
  • Last year’s tax return
  • Checkbook if you want direct deposits of any refunds
  • Health insurance coverage information for taxpayer, spouse and all dependents
  • If taxpayer doesn’t have full-year coverage, information on monthly coverage
  • If taxpayer purchased health insurance through the Marketplace/Exchange, Form 1095-A
  • Any health care exemptions received from the IRS or the Marketplace/Exchange

Income

Wages W-2
Social Security SSA-1099
Railroad Retirement RRB-1099
Bank/Broker Accounts
Interest 1099-Int
Dividends 1099-Div
Stock Sales 1099-B also bring stock purchase records
Pensions 1099-R
Partnership/Trust (Int, Div, Royalty) K-1
Unemployment 1099-G
State Tax Refund 1099-G
Gambling Winnings W2-G (and losses if itemizing)
Other Income 1099-Misc
Debt forgiveness 1099-A and/or 1099-C

Credits & Deductions

Medical receipts or checks for:
Un-reimbursed medical/dental expenses including mileage records.

Day Care expensesReceipt

Health Insurance Receipt
Eyeglasses/Hearing aids Receipt
Prescription drugs Receipt
Sales tax on new auto purchase Receipt
Property Tax 1098
State Income Tax Receipt
Mortgage Interest 1098
Mortgage Insurance 1098
Charity Donations Receipt
Non-cash estimated value ($500 limit)
Misc. job related expenses Receipt
Estimated Federal Tax payments Checks
Tuition/Student Loan Interest 1098-T & E

This list is for your benefit in preparing your tax return. It is not intended to be a complete list of the records and/or documents needed to complete your individual tax return.