What to bring to your appointment:

A picture ID, Social Security card and last year’s tax return.

All your tax forms & data (on paper, not your phone, please) so that your return may be completed accurately. These may include:

Income documents for wages, interest, dividends, capital gains/losses, unemployment compensation, pensions and other retirement income, Social Security benefits and self-employment, educational expenses.

If you have a brokerage statement, please bring the entire statement, not just the summary page.

If possible, two completed intake/interview forms:

IRS Federal Intake form: Form 13614-C. This form is fillable after being downloaded or can be printed and filled out by hand. If you are unable to fill in this form prior to coming to the Tax-Aide site. please arrive 15 minutes early to your appointment if you need to fill one then. You can also come on a day prior to your appointment day to pick-up this form.

Arizona Intake form: AZ Supplemental Intake

Self Employed Worksheet: If you have small business and/or gig worker expenses, it will speed up completion of your tax return if you would complete the worksheet. If your business has a loss or if your expenses exceed $35,000, your will return will be out of scope and we are not permitted to complete your return.

Itemized Deductions Worksheet: Because the standard deduction has increased in recent years, fewer taxpayers use itemized deductions.  If you think you should itemize, Tax-Aide volunteers will go over your deductions with you, and it will speed up completion of your tax return if you would fill out this before arriving."

Be Aware, we are not able to do:

• • State returns for any state other than Arizona

  • Returns where the filing status is Married filing separately

  • Returns with more than 7 separate W-2-Gs (gambling winnings)

Please review the AARP Tax-Aide Scope Poster so that you will be aware of other types of returns that we are not permitted to do.