What to bring to your appointment

At your appointment, you must bring

1.  Government-issued photo ID for you (and your spouse, if Married Filing Jointly)

2.  Social security card for you (and your spouse, if Married Filing Jointly) or ITIN number.

3.  Social security cards or ITIN numbers for each of the dependents named on your return. (For ITIN numbers, please bring the issuing letter.)

4.  At a minimum, you may complete on-site or at home if you have access to a printer, the following two forms.

§  The AARP Foundation TaxAide Intake/Interview & Quality Review Sheet (down loadable and fill-able form)

§  Maryland Taxpayer Checklist 

And, you will also want to bring:

5.  Proof of bank account routing and account numbers for direct deposit or debit. (Bring a voided check, not a deposit ticket.) Direct deposit is the SAFEST and fastest way to get your refund. Especially now with so many mailboxes being the targets of theft.

6.  All letters or other documentation received from IRS concerning your 2022 tax return, issuance of an IRS Identity Protection PIN, or any other correspondence.

7.  Your 2022 tax return and all supporting documentation.

8.  All your other normal tax documents. Check your last tax return and make certain that you either have a tax form from every organization from which you received one in the prior year, or know why you do not have that form this year.

To see a list and explanation of those possible documents, click here. 

If you are self-employed, please bring:

1.      Supporting documentation for your expenses and income

2.     Self employment work sheet, click here for worksheet

If you or members of your household had education expenses this year, please bring:

1.      Completed Education Credits Worksheet 

2.      Any documentation for tuition paid, such as Form 1098-T from the educational institution as well as a copy of the student's financial account statement.

If you purchased health insurance through the ACA Marketplace

1.  Please bring Form 1095-A to your appointment. We cannot complete your return without the Form 1095-A.

If you think you may be able to itemize your deductions, please bring:

1.      Completed 2023 Itemized Deduction worksheet 

Note: In order to itemize your deductions should total at least 80% of the standard deduction.

We’ll use your 2023 federal standard deduction shown below if more than your itemized deductions (if blind, add $1,850 or $1,500 if married):

In 2023, the standard deduction is:

§  Single or Married Filing Separately $13,850 (or $15,700 if over age 65 or blind)

§  Married $25,900 (or $27,700 if one spouse is over 65; $30,700 if both spouses are over 65)

§  Head of Household $20,800 (or $22,650 if over 65)