AARP Tax-Aide Helpful Hints for Using the Volunteer Excel Expense 2025

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You will need: Tax Information such as Forms W-2, 1099, 1098, 1095. Social security cards or ITIN letters for all persons on your tax return. Picture ID (such as valid drivers license) for you and your spouse.
The AARP Foundation Tax-Aide program offers free tax preparation help to anyone, particularly focusing on taxpayers who are 50 and older and those who have low to moderate income. However, there is no strict income limit for receiving assistance from AARP Tax-Aide.
In addition to proof of your identity, and the identities of your family members, documents you should bring to a tax preparer include: Social Security cards. income statements such as W-2s and 1099s. tax forms that report other types of income, such as Schedule K-1 for trusts, partnership and S corporations.
Personal documents Photo ID. Social Security Cards, Social Security Number verification letters, or Individual Taxpayer Identification Number assignment letters for you, your spouse, and any dependents. Birth dates for you, your spouse, and dependents on the tax return.
The service is based on the traditional Tax-Aide preparation model, with modifications to make it safe for volunteers and taxpayers.
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What You Need to Bring Government-issued photo ID for you (and your spouse, if Married Filing Jointly) Social security card for you (and your spouse, if Married Filing Jointly) Social security cards or ITIN numbers for each of the dependents named on your return. Your completed Info Packet for the site you are going to.
Volunteer Position I am an AARP Tax Preparer. The position is a voluntary position, so there are no benefits. The work environment is collegial, with many opportunities to learn from collegues.

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