TAXPAYER WORKSHEETS

Thank you for contacting AARP Foundation Tax-Aide and registering to begin preparing your tax return.
Below you will find the following forms which can be filled out prior to your tax session or help you to organize your documents:

Please remember to include Photo IDs for all taxpayers, Social Security cards for all taxpayers and dependents, drivers licenses for all taxpayers, last years return, and banking information, if you request direct deposit.

2025 Tax-Aide Intake Booklet*

New York Intake Sheet (Form TP-301)

AARP Tax Aide Document Checklist


* = Electronically fillable on our website, must be printed to bring to your session appointment

OPTIONAL WORKSHEETS

Only Complete If Applicable

2025 Education Credits Worksheet*

2025 Self-Employed Schedule C Worksheet*

2025 Itemized Deductions Schedule A Worksheet*

2025 Qualified Overtime Deduction Worksheet*

2025 Qualified Passenger Vehicle Loan Interest Worksheet*

2025 Qualified Tip Deduction Worksheet for Employees*

2025 Qualified Tip Deduction Workeet for Self-Employed*

2025 Reduced QCD by IRA Deduction Worksheet


* = 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.

*Registration is not for a specific time, but rather gives you time in the span of the AM or PM session to be served*

AARP Tax Aide Document Checklist
AARP Tax Documents Page 1 AARP Tax Documents Page 2