AARP Tax-Aide Tax Preparation Service is available free to taxpayers with low and moderate income, with special attention to those 60 and older.
Tax-Aide Volunteers are available to prepare individual tax returns on Tuesdays beginning February 2nd through April 12th, 10 AM to 2 PM, at the Newport Branch Library.
Appointments available on a first come, first served basis.
What to bring
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).
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
Information about other forms of Income
State or local income tax refund
All forms and canceled checks indicating federal and state income tax paid (including quarterly estimated tax payments)
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. You will need to bring the following information:
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
Form 1095A if you purchased through Marketplace (Exchange)
Any exemption correspondence from the Marketplace (if applicable)
Dependent care provider information (name, employer ID, or Social Security number)
1099 forms related to continuing education and related receipts and canceled checks