Items to bring with you for tax preparation with an AARP tax preparer. 

Copy of last year’s income tax return

W-2 forms from each employer

Unemployment Compensation Statements

SSA-1099 forms (if paid Social Security benefits)

All 1099 forms (1099-INT, 1099 DIV, 1099-B, etc.) showing interest and /or dividends and documentation showing original purchase price of sold assets

1099-MISC. showing any miscellaneous income

1099-R form if you received a pension or annuity

All forms indicating federal income tax paid

Dependent care provider information (name, employer, ID, Social Security Number)

All receipts or cancelled checks if itemizing deductions

Social Security numbers for all dependents

*Please note: Tax preparers do not do farm taxes or taxes that contain more than one rental property.

Last updated: January 28, 2011