AARP Tax-Aide TaxYear 2023
-
SOCIAL SECURITY CARD OR CURRENT ITIN LETTER for all members of the family — not an option — this is a requirement
- BRING Photo IDs for each Taxpayer (and spouse, if applicable) and birthdates for all family members
- BRING Your 2022 tax return
- BRING Voided check if you want direct deposit of any refund – a deposit slip is not acceptable
- If taxpayer purchased health insurance through the Marketplace/Exchange, BRING Form 1095-A
- BRING Any IRS letters to the Taxpayer
Bring all of the applicable tax documents listed below (see note at bottom of the list):
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/ 1099-NEC |
| Credit Card Debt forgiveness | 1099-C |
Credits & Deductions
Receipts or checks for:
| Health Insurance | Receipt/ Total |
| Eyeglasses/Hearing aids | Receipt/ Total |
| Prescription drugs | Receipt/ Total |
| Sales tax on new auto purchase | Receipt |
| Property Tax | 1098/ Reciept |
| Unreimbursed child/ dependent care expenses | Receipt/ Total |
| Mortgage Interest | 1098 |
| Mortgage Insurance | 1098 |
| Charitable contributions | Totaled list |
| Non-cash contributions | Receipt/donee info |
| Education expenses (tuition, books, etc.) | 1098-T and receipts |
| Estimated State Tax payments | Checks |
| Student Loan Interest | 1098-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.
