Thank you for contacting AARP Foundation Tax-Aide and making a session appointment to begin preparing your tax return. Below you will find the following forms which can be filled out prior to your appointment or help you to organize your documents:
Please remember to include Photo IDs for all taxpers, Social Security cards for all taxpayers and dependents, drivers' licenses for all taxpayers, last year's return, and banking information, if you request direct deposit.
* = Electronically fillable on our website, must be printed to bring to your session appointment
Anything that can be filled out before your session will ensure the most efficient use of time. Please open all envelopes and organize your documents prior to your session appointment. Before you are assigned to a Counselor, a Greeter will assist you in organizing your documents and checking that all relevant information has been provided. After a Counselor has completed your return, a Quality Reviewer will double check your data and review the tax return with you. After you have signed off on your return, a printed copy will be provided. All of our returns are e-filed.
*You do not have an appointment for a specific time, but rather a span of 2 hours in which you will be served*
