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AARP Tax Filing Help

The American Association of Retired Persons (AARP), in conjunction with the IRS offers every year to those who are 60 years or older help with filling taxes. The program is through the AARP Foundation Tax-Aid, an AARP Foundation program, which helps low to moderate - income taxpayers have more discretionary income for everyday essentials, such as food and housing, by assisting with tax services and ensuring they recieve applicable tax credits and deductions. For more than 40 years in every state and the District of Columbia this program has been benefiting people all over the nation. The following are steps and suggestions to take if you are interested in taking advantage of what this program has to offer.

First, make sure to find an AARP Foundation Tax-Aid Site near you. Next, schedule an appointment and make sure to bring the following necessary items to the appointment so your sponsor can begin to help you file.

  • Last year's tax return
  • Social Security cards or other official documentation for yourself and all dependents
  • Checkbook if you want to do a direct deposit of any refunds
  • W-2 from each employer
  • Unemployment Compensation statements
  • SSA-1099 form showing the total Social Security benefits paid to you for the year, or Form RBR-1099, Tier 1 Railroad Retirement benefits
  • 1099 Forms reporting interest, dividends, proceeds from sales, as well as documentation showing the original purchase price of your assets
  • 1099-R Form if you received a pension of annuity
  • 1099 - MISC form showing an miscellaneous income
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 if you want to do this:

  • 1098 Form showing any home mortgage interest
  • Receipts or cancelled checks for medical and dental expenses
  • Receipts for contributions to charity
  • Receipts or cancelled checks for all income and property taxes you paid as well as records of tax refunds
Credits: To qualify for credits bring dependent care provider information, receipts, cancelled checks or 1099 forms related to continuing education

If you qualify for the program be sure to take advantage of the offer. Getting free and professional accredited tax held is always a good thing and may help you get refunds quicker and avoid any mistakes.