Document Packet for TY 2025

If you can, Please download the following documents, complete THEM, and bring them with you.

If you cannot download the needed documents, a limited number of document packets are available for pickup at Cascades and Sterling Library. 

1. Taxpayer Checklist  (Bring all required personal identifications, social security cards, and relevant tax documents.)

2. AARP Intake Questionnaire (Required): Complete and sign the questionnaire. This is a fillable form.

3. Virginia Intake Questionnaire  (Review): Determine if it applies to you. 

4. Itemized Deduction Worksheet (Required, If you can itemize)

5. Education Credits Worksheet (Required if you have education expenses for higher education)
   Taxpayers who paid qualified educational expenses of higher education for an eligible student may be able to claim an education credit.  The payments must have gone to an eligible educational institution.  The taxpayer, spouse, or dependent can be an eligible student.  REQUIRED DOCUMENTS:  1098-T from the educational institution, list of course-related expenses such as fees, books, supplies, and equipment required for the courses.  It is highly recommended that students also provide an account statement from the educational institution.

6. Self-Employment Worksheet (Required, if you have self-employment income, 1099 Misc,1099 NEC) 
   Free tax help is available through Tax-Aide for qualifying self-employed individuals, including those who work for Uber, Lyft, DoorDash, etc.  To be eligible for assistance, self-employed taxpayers may not have losses, employees, expenses over $50,000, depreciation, business use of home, 1099 filing requirement, or other complicating factors.  Based on these limitations, if you qualify for tax assistance, we ask that you complete the self-employed worksheet before your scheduled tax appointment.  We ask that self-employed taxpayers make an appointment after March 1 due to the more complex nature of their tax returns.