Information for the Taxpayer

We can help with:

• Social Security benefits paid to you for the year

• Railroad Retirement benefits

• Interest earned, proceeds from sales

• Pensions, annuitites or IRA distributions

• Earned Income Credit

• Mortgage interest and property tax

• Contributions to charity

• Tuition & student loan interest

For a complete list of what we can help with and documents needed to complete a tax return, visit aarpfoundation.org/taxaide.

What you need for your appointment:

• For a married couple filing jointly, both spouses must be present

• Photo identification for you and your spouse (if married)

• Social Security cards or ITIN documents for you, your spouse and/or dependents

• Birth dates for you, spouse and/or dependents

• Copy of last year's tax return

• All forms W-2, 1098 and 1099

• 1095 forms if you purchased insurance through Marketplace (Exchange)

• Information for other income

• Information for all deductions/credits

• Proof of savings or checking account and routing numbers (for direct deposit of refund)