AARP Foundation Tax-Aide: Important Documents to Bring to the Tax-Aide Site


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There are a number of locations in the Valley for this service. They are listed at the end of this article.

The checklist below includes items you need to bring when you visit an AARP Foundation Tax-Aide site for us to help you prepare your tax return(s)

  • Previous year’s tax return(s).
  • Social Security cards and/or ITIN notices/cards or other official documentation that show the taxpayer identification numbers for everyindividual on your return.
  • Photo ID for each taxpayer.
  • Checkbook if you want to direct deposit any refund(s) or direct debit any amounts due.
  • Identity Protection PIN (IP PIN) (for each individual if applicable).

Income

  • W-2 from each employer.
  • 1099-G form for unemployment compensation or state/local income tax refunds.
  • SSA-1099 form showing the total Social
  • Security benefits paid to you for the year, or RRB-1099, Tier 1 Railroad Retirement benefits form.
  • 1099 forms (or other statements) reporting
  • interest (1099-INT), dividends (1099-DIV) and/or proceeds from sales (1099-B), plus documentation showing the original purchase prices if you sold stocks or other assets.
  • 1099-R form if you received a pension, annuity, or IRA distribution.
  • 1099-MISC, 1099-K, or other 1099 forms.
  • If you have a business, bring a summary list of all your income (cash and noncash) and all business-related expenses.
  • Information about any other income of any form including cash or other than cash.

Payments

Records of any federal and/or state and/or local income tax paid (including quarterly estimated tax payments) if not shown on income documents.

Deductions

Most taxpayers have a choice of taking either a standard deduction or itemizing their deductions.

If you have a substantial amount of deductions, you may want to itemize. If so, bring the following information:

  • 1098 form showing home mortgage interest.
  • A summary list of medical/dental/vision expenses including doctor and hospital bills and medical insurance premiums, prescription medicines, assisted living services, long-term insurance and bills for medical related home improvements such as ramps and railings for people with disabilities.
  • Summary of cash and noncash contributions to charity.
  • Property tax bills paid during the year (frequently shown on mortgage statement).
  • Records of unreimbursed business expenses related to your job or expenses related to your investments.

Health Insurance

  • 1095-A forms if you purchased insurance through the Marketplace (Exchange).
  • 1095-B/1095-C forms (optional).
  • Any exemption correspondence from the Marketplace (if applicable).

Credits

  • Dependent care provider information – name, address, telephone number and employer ID or Social Security number and amount paid to provider.
  • 1098-T form for education expenses plus
  • statement of account from the educational institution showing tuition and fees actually paid and scholarships, grants, etc. received. Also bring a summary of any other education expenses.
  • 1098-E form for student loan interest.

Allentown Public Library 1210 Hamilton St, Allentown, Pa 18102

Lehigh Valley Active Life 1633 W Elm St, Allentown, Pa 18102

Calvary Moravian Church 948 N 21st St, Allentown, Pa 18104

Lehigh Valley Credit Union 2218 Walbert Ave, Allentown, Pa

Saint Peter Lutheran Church 1933 Hanover Ave, Allentown, Pa

Emmaus Moravian Church 146 Main St, Emmaus, Pa 18049

Fountain Hill Tower 1101 Seneca St, Fountain Hill, Pa 18015

Faith Lutheran Church 3355 Macarthur Rd, Whitehall, Pa 18052

Calvary Baptist Church-Allentown 4601 W Tilghman St, Allentown, Pa 18104 

Church Of The Manger UCC 1401 Greenview Dr, Bethlehem, Pa 18018

Wescosville Recreation Center 5047 Hamilton Blvd, Wescosville, Pa 18106

St Peters Lutheran Church 474 Vine St, Bethlehem, Pa 18015

Moravian House 720 Old York Rd, Bethlehem, Pa 18018

College Hill Moravian Church 72 W Laurel St, Bethlehem, Pa 18018

BHA Bartholomew 510 Elm St, Bethlehem, Pa 18018

Northampton Recreation Center 1 Lerchenmiller Dr, Northampton, Pa 18067

Templo El Refugio 111 Dewberry Ave, Bethlehem, Pa 18017

Southern Lehigh Public Library 3200 Preston Ln, Center Valley, Pa 18034

Bethlehem Salvation Army 521 Pembroke Rd, Bethlehem, Pa 18018

First Presbyterian Church 2344 Center St, Bethlehem, Pa 18017

Advent Moravian Church 3730 Jacksonville Rd, Bethlehem, Pa 18017

Lower Macungie Library 3450 Brookside Rd, Macungie, Pa 18062

Hellertown Area Library 409 Constitution Ave, Hellertown, Pa 18055

Bethlehem Twnshp Community Ctr 2900 Farmersville Rd, Bethlehem, Pa 18020

Christ UCC Church 109 S Chestnut St, Bath, Pa

Bucks County Govt Center 261 California Rd, Quakertown, Pa 18951

Slatington Vigilant Fire Co 110 S Walnut St, Slatington, Pa 18080

Nazareth Senior Center-Oliver 15 Wood St, Nazareth, Pa 18064

Memorial Library Of Nazareth 295 E Center St, Nazareth, Pa 18064

Mary Meuser Memorial Library 1803 Northampton St, Easton, Pa 18042

Temple Covenant Of Peace 1451 Northampton St, Easton, Pa 18042

Easton Area Community Center 901 Washington St, Easton, Pa 18042

Riegelsville Boro Hall 615 Easton Rd, Riegelsville, Pa 18077

Easton Area Public Library 515 Church St, Easton, Pa 18042

Easton Area Lifestyle Campus 3201 Sullivan Trl, Easton, Pa 18040

Palmerton Sr Ctr 501 Delaware Ave, Palmerton, Pa 18071

Eastern Upper Bucks Senior Center 8040 Easton Rd, Ottsville, Pa 18942

 

 





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