AARP Tax-Aide TaxYear 2019
SOCIAL SECURITY CARD OR CURRENT ITIN LETTER for all members of the family — not an option — this is a requirement
- Photo IDs for each Taxpayer (and spouse, if applicable) and birthdates for all family members
- Last year’s tax return
- Checkbook if you want direct deposit of any refund
- If taxpayer purchased health insurance through the Marketplace/Exchange, Form 1095-A
|Stock Sales||1099-B also bring stock purchase records|
|Partnership/Trust (Int, Div, Royalty)||K-1|
|State Tax Refund||1099-G|
|Gambling Winnings||W2-G (and losses if itemizing)|
|Credit Card Debt forgiveness||1099-C|
Credits & Deductions
Medical receipts or checks for:
Unreimbursed medical/dental expenses including mileage records.
Receipts or checks for:
Unreimbursed child and/or dependent care expenses.
|Sales tax on new auto purchase||Receipt|
|2018 State Income Tax paid in 2019||Receipt|
|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.