What You Need to Bring

A guide to required documents and information needed to do your return.  

TaxAide's tax organizer - a new form is required every year of every taxpayer.  Only one form is needed if Married Filing Jointly (MFJ).  Complete and bring with all your tax documents.

Itemized Deductions Worksheet - Schedule A - if you itemize

Self-Employment Income Worksheet - Schedule C - if you are self-employed

Education Credits Worksheet for Each Student

Qualified Tips for Employees Worksheet

Qualified Tips for Self-Employed Worksheet

Qualified Overtime Worksheet

Sale of Primary Residence Worksheet 

Qualified Passenger Vehicle Loan Deduction Worksheet

NOTE:  To qualify, final assembly must be in the USA per the vehicle VIN