Tax Preparation with AARP


  • You must make an appointment.
  • A photo ID is must be presented.    
  • A social security card, or if the taxpayer is collecting social security, a 1099SSA must be presented.
  • In the case of a joint return, both spouses must be present to sign the agreement in the presence of the tax preparer, and both spouses must provide a photo ID and a social security card  or 1099SSA if you want the return e-filed.  If both spouses are not present the return must be mailed in by the patron.
  • No returns will be prepared for adult children who are not present.  They need their own appointment.
  • Copies of last year’s returns MUST be available. All tax statements for the year for which the return is being prepared must be presented. 
  • If a taxpayer is filing “married filing separately”, then the spouse’s SS# and AGI (adjusted gross income) must be provided, and he/she must know whether the spouse has already filed and whether a standard or itemized deduction was taken. If dependents are involved, the taxpayer should be in a position to indicate whether there is a credible agreement as to which spouse takes the exemptions.
  • If a 1099B (sale of stock or mutual fund) is presented, there cannot be more than 6 transactions, and the date of purchase and basis must be provided. If this information is not on the broker’s statement, and it generally is not unless the stock has been purchased within the last few years, the taxpayer must seek the help from the broker or consult a historical price web site to establish a credible cost basis.
  • If the site is one in which appointments are made, and if an appointment cannot be kept, it is imperative that the library be called to cancel that appointment so that the tax counselors’ time is not wasted and a person on the standby list can be called to fill in that appointment time slot.
  • All tax documents should be removed from the envelopes, and neatly presented so that they can be easily examined by the tax counselor. If itemized deductions are to be taken, the amounts of medical, prescription drug, supplemental medical insurance premiums, and dental bills should be determined by the taxpayer and neatly presented on a sheet of paper along with any charitable contributions. The tax counselor cannot be expected to rummage through a year’s worth of bills or cancelled checks to come up with these figures.