AARP tax preparation volunteers are certified to prepare most returns, but they are not approved for the following:
- Self-employment if expenses exceed $35,000, home office, ACA premium, or a net loss
- Rental income, depreciation, or electric vehicle credit
- Income, deductions, or credits outside our scope
(If you are uncertain about the complexity of your tax situation, please call 317.689.8519.)
As part of the effort to prevent identity theft, the IRS requires volunteers to check the ID of every taxpayer (including spouse for joint returns).
What to Bring to Your Tax Preparation Appointment
The following information will be required to complete a tax return:
- Copy of your 2022 tax return (if you are a new client)
- Driver’s license, state ID, or passport for taxpayer and spouse
- Social Security cards for taxpayer(s) and dependents
- All tax forms (examples include W-2, 1099-R, 1099-INT, 1099-DIV, 1099-SSA, 1099-G unemployment, 1099-MISC)
- 1095-A for health insurance provided by ACA
- For assets sold—be able to provide original purchase date and cost, sold date, and proceeds
- For self-employed—1099-NEC income, 1099-K credit card income, cash income, plus a tabulated total of expenses
- Federal and state income tax paid
- Dependent care provider information (name, address, employer ID or Social Security number, amount paid)
- 1098-T and book costs for college education credit
- For homeowners—real estate taxes paid in 2023
- For renters—rent paid in 2023, name and address of landlord
- Bank routing and account # for refund deposit
For a printable version of this information, click here.
