Important Tax Documents to Bring with You
Gather your documents before you begin filing your taxes.
Thanks to AARP, we have a compiled list of documents of what you should bring when getting assistance from your AARP Foundation Tax-Aide or your tax professional.
General
- Last year’s tax return(s)
- Social Security cards or other official documentation for yourself and all your dependents
- Photo I.D. required for all taxpayers.
- Checkbook if you want to direct deposit any refund(s).
Income
- W-2 from each employer
- Unemployment compensation statements
- SSA-1099 form showing the total Social Security benefits paid to you for the year, or Form RRB-1099, Tier 1 Railroad Retirement benefits
- 1099 forms reporting interest (1099-INT), dividends (1099-DIV), proceeds from sales (1099-B), as well as documentation showing the original purchase price of your sold assets
- 1099-R form if you received a pension, annuity, or IRA distribution
- 1099-Misc forms
- Information about other forms of Income
- State or local income tax refund
Payments
Bring all forms and canceled checks indicating federal and state income tax paid (including quarterly estimated tax payments).
Deductions
When it comes to figuring out what deductions you will qualify for you can either take the standard deduction or you can itemize them. If you have a substantial amount of itemized deductions then you will want to bring the following:
- 1098 form showing any home mortgage interest
- 1098-T and 1098-E forms (Tuition and Student Loan Interest payments)
- A list of medical/dental expenses (including doctor and hospital bills and medical insurance premiums), prescription medicines, costs of assisted living services, and bills for home improvements such as ramps and railings for people with disabilities
- Summary of contributions to charity
- Receipts or canceled checks for all quarterly or other paid tax
- Property Tax bills and proof of payment
Health Insurance
- Form 1095A if you purchased through Marketplace (Exchange)
- Any exemption correspondence from the Marketplace (if applicable)
Credits
- Dependent care provider information (name, employer ID, or Social Security number)
- 1099 forms related to continuing education and related receipts and cancelled checks
List courtesy of AARP.org.
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