Documents to Bring to your AARP TaxAide Visit
New for this year
- COPIES OF photo IDs for the taxpayer and spouse (if applicable)
- COPIES OF Social Security cards (or ITINs) for all the people on the tax return
- IRS Letter 6475 or Notice 1444-C: “Your 2021 Economic Impact Payments” which will be sent late January.
- IRS Letter 6419: “2021 Total Advance Child Tax Credit (AdvCTC) Payments” if you received advanced payments.
- Your 2019 AND your 2020 tax returns if you have them
Other Tax Documents you may have received:
- Wage and Earnings Statements (W-2, 1099-R, SSA-1099, etc.)
- Interest and Dividends Statements from banks and brokerage firms (1099-INT, 1099-DIV, etc.)
- Total paid for daycare providers and provider’s tax ID
- Itemized expenses if you plan to use Itemized Deductions
- Business costs if self-employed
- Health Coverage 1095-A, B and C
- Bank routing and account numbers for direct deposit/debit
- Any and all documents you received from the IRS
Rev. 19 Jan 2022