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TAX PREPARATION HELP at Rosenberg Library |
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Free Tax Help! For taxpayers with low- and moderate-income, with special attention to those age 60 and older. Read on for dates and times, for information about what to bring with you when you come for assistance, and what forms AARP Tax-Aide can NOT prepare for you. (There is also a link to the AARP Tax-Aide locator for locations that may be closer to you.) |
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| TAX YEAR: 2011 |
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Copy of last year's
income tax return
W-2 forms from each
employer
Unemployment
compensation statements
SSA-1099 forms if you
received Social Security benefits at any time during 2011
All 1099 forms for
interest and/or dividends, and documentation showing purchase price of sold
assets
Any 1099-misc showing
any miscellaneous income
1099-B forms if you
received a pension or annuity
All forms which
indicate federal income tax paid
Dependent care
provider information (name, employer ID, Social Security numbers)
All relevant receipts
or canceled checks if itemizing deductions
Picture ID
Social Security cards
or other official documentation for yourself and all dependents
Schedule C (Business Profit and
Loss) if a loss or expenses exceed $10,000
Complicated Schedule D without
proper paperwork (Capital Gains and Losses)
Schedule E (Rental Property) with
expenses, including depreciation
Schedule F (Farm Income)
2106 - Employee Business Expense
3903 - Moving Expenses
8615 - Minor's Investment Income
Portions of Schedule A and B that
are not included in our training
Schedule K-1 that involves
depreciation or deductible expenses
Other rental income or business
income