Mercer AARP Tax-Aide

Thank you for using the AARP Tax-Aide service.  Prior to arriving for your appointment, please print out and complete any  forms  that may pertain to your taxes and bring them along with your other paper tax documents such as your W-2, Form 1099s, etc.  The necessary forms can be downloaded using the links below:

1. Description of documents needed to prepare your tax return (For your information) ⚡

2. Intake/Interview and Quality Review Sheet (Required to be completed for each tax return prepared) ⚡

3. Itemized Deductions Worksheet (Complete if you want to see if you should itemize) ⚡

4. Education Credits Worksheet (Complete if you or a dependent was a student of higher education) ⚡

5. Self-Employed Worksheet (Complete if you are self-employed)⚡ 

Lastly, please bring your photo ID(s) and Social Security card(s) or documentation, a copy of your 2024 (and 2023 and 2022 if possible) tax return (federal and state), and a voided check or some other documentation with your bank's name, routing number, and your account number.

We look forward to serving you again this tax season.