AARP Tax-Aide TaxYear 2017
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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 deposits of any refund
- 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:
Unreimbursed medical/dental expenses including mileage records.
Receipts or checks for:
Unreimbursed child and/or dependent care expenses.
| 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 |
| Charitable contributions | Receipt |
| Non-cash contributions | Receipt/donee info |
| Misc. job related expenses | Receipt |
| Estimated State 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.
