Tax Forms

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Tax Help

TAX ASSISTANCE

Tax Help from AARP

Forms

Federal

Montana

Other States

Checklist for Helpful Tax Preparation Materials:

current year's tax forms and preparationbooklet

copy of last year's income tax return(s)

W2 forms from each employer

unemployment compensation statements

SSA-1099 forms showing interest and/or dividents and documentation showing original purchase price of sold assets

1099-misc. showing any miscellaneous income

all forms indicating federal income tax paid

dependent care provider information (name, employer, ID, Social Security #)

all receipts or canceled checks if itemizing deductions

Social Security #s for all dependents

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