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AARP Tax-Aide Program

When:
February 15, 2020 @ 10:00 am – 3:00 pm
2020-02-15T10:00:00-08:00
2020-02-15T15:00:00-08:00
Where:
Forks City Hall
500 E Division St
Forks, WA 98331
USA
Cost:
Free

Forks City Hall (in Council Chambers)

500 East Division Street, Forks WA 98331
every-other-Saturday, from 10am-3pm
Feb. 1, 15, and 29
March 14, 28 and April 11
No appointment is required. First-come, first-served
AARP Foundation Tax-Aide: Important Documents to Bring to the Tax-Aide Site
  • Last year’s tax return(s)
  • Social Security cards or other official documentation for yourself and all your dependents
  • Photo I.D. required for all taxpayers.
  • Checkbook if you want to direct deposit any refund(s)

Income

  • W-2 from each employer
  • Unemployment compensation statements
  • SSA-1099 form showing the total Social Security benefits paid to you for the year, or Form RRB-1099, Tier 1 Railroad Retirement benefits
  • 1099 forms reporting interest (1099-INT), dividends (1099-DIV), proceeds from sales (1099-B), as well as documentation showing the original purchase price of your sold assets
  • 1099-R form if you received a pension, annuity, or IRA distribution
  • 1099-Misc forms
  • Information about other forms of Income
  • State or local income tax refund

Payments

  • All forms and canceled checks indicating federal and state income tax paid (including quarterly estimated tax payments)

Deductions

Most taxpayers have a choice of taking either a standard deduction or itemizing their deductions. You will need to bring the following information:

  • 1098 form showing any home mortgage interest
  • 1098-T and 1098-E forms (Tuition and Student Loan Interest payments)
  • A list of medical/dental expenses (including doctor and hospital bills and medical insurance premiums), prescription medicines, costs of assisted living services, and bills for home improvements such as ramps and railings for people with disabilities
  • Summary of contributions to charity
  • Receipts or canceled checks for all quarterly or other paid tax
  • Property Tax bills and proof of payment

Health Insurance

  • Form 1095A if you purchased through Marketplace (Exchange)
  • Any exemption correspondence from the Marketplace (if applicable)

Credits

  • Dependent care provider information (name, employer ID, or Social Security number)
  • 1099 forms related to continuing education and related receipts and cancelled checks

For more information about AARP Tax Aide, including which documents to bring with you, visit the AARP website here or call 1-888-AARPNOW (1-888-227-7669).

AARP Foundation Tax-Aide is offered in conjunction with the IRS.