Tax Preparation Assistance | AARP Foundation

Tax Preparation Assistance

601 E Street, Northwest, Washington, DC 20049

Eligibility

Must be:

Required documents

Please bring with you:

Government-issued picture ID for each taxpayer on the return
Social Security cards or Individual Taxpayer Identification Number (ITIN) documentation for all taxpayer(s) and dependents on the return
Copy of previous year's tax return(s)
Income documents for wages (W-2 forms), self-employment or rental income, interest (1099-INT), dividends (1099-DIV), capital gains/losses, unemployment compensation (1099-G form), prizes, gambling winnings (Form W-2G), awards, pensions and other retirement income (1099-R), Social Security benefits (SSA-1099)
Any form 1099 documents, including form 1099-MISC, 1099-K, and 1099-Q
Brokerage statements - sale of stocks or bonds
Forms 1095-A, B or C, Health Coverage Statements
If itemizing deductions: records for mortgage interest (Form 1098), medical/dental expenses, charitable donations

sales, income or property taxes

Records of federal and state income taxes paid (including quarterly estimated tax payments) if not shown on income documents
Total amount paid for daycare or other dependent care provider and the provider's information - name, address, telephone number, and their Social Security number or business Employer Identification Number
Proof of bank account routing number and account number, such as a blank check, if taxpayer wants direct deposit of refund or direct debit of balance due
Any other recent IRS or state tax department correspondence

Hours

Irregular - call for details

Voice·

Toll free

Voice·

Toll free

Application process

Available by appointment and walk-in basis, depending on the location: https://www.aarp.org/money/taxes/aarp_taxaide/locations/

Fees