I need to know what to bring to the tax preparer from www.aarp.org/taxaid?

Answer 1

Proof of identification

Social Security Cards for you, your spouse and dependents and/or a Social Security Number verification letter issued by the Social Security Administration

Birth dates for you, your spouse and dependents on the tax return

Current year’s tax package if you received one

Wage and earning statement(s) Form W-2, W-2G, 1099-R, from all employers

Interest and dividend statements from banks (Forms 1099)

A copy of last year’s Federal and State returns if available

Bank Routing Numbers and Account Numbers for Direct Deposit

Total paid for day care provider and the day care provider's tax identifying number (the provider's Social Security Number or the provider's business Employer Identification Number)

To file taxes electronically on a married filing joint tax return, both spouses must be present to sign the required forms.

Answer 2

Bring everything you got in the mail that says "Tax Information" on it, such as W-2's and 1099's of any type. It's better to bring something that you DON'T need than to be missing something.

If you receive social security, bring the SSA-1099 statements you received of last year's benefits. If you don't receive social security, be sure to bring along your social security card or a copy of it. Your SSA-1099 can be used to verify your social security number - otherwise the preparer uses the card to verify the ss#.

Social security cards or copies, and birth dates, for any dependents that you have.

Records of any estimated payments that you made, and dates when they were made.

Bring a copy of last year's return.

If you have any stock sales, bring along the information on what your basis it - check with your broker if you don't know. This is normally what you paid for it, but can be more if you've been reinvesting dividends.

Your checkbook if you want to have your refund, if any, deposited.

Detail of itemized deductions if you might have enough to itemize. The more organized this info is, the easier it will be to complete your return.

Taking the various items OUT of their mailing envelopes before you go is helpful to the preparer.