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AARP Foundation Tax-Aide: Important Documents to Bring to the Tax-Aide Site

from: AARP Foundation, Updated December 2016

More information about this program can be found at AARP's website.

The checklist below includes items you need to bring when you visit an AARP Foundation Tax-Aide site for us to help you prepare your tax return(s)

Income

Payments

All forms and canceled checks indicating federal and state income tax paid (including quarterly estimated tax payments)

Deductions

Most taxpayers have a choice of taking either a standard deduction or itemizing their deductions. If you have a substantial amount of deductions, you may want to itemize. You will need to bring the following information:

Credits



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