AARP Tax Aide Central Virginia Area
Free Tax Help
Sites & Hours
What you should bring
Sites and Hours
February 1st to April 15th, 2019
491 Hillsdale Dr.
For Appointments call (434) 974-7756
Monday & Friday 12:00-4:00p
705 West Rio Rd.
Walk-Ins & Appointments
Appointments made on site during Tax-Aide hours (Please DO NOT call the library)
Piedmont Virginia Community College
Friday & Saturday 9:00am-12:00p
Fluvanna County Public Library
214 Commons Blvd
For appointments call (434) 214-0572 — Leave message
Monday & Tuesday 9am – 12:00pm
Wednesday & Thursday 4pm – 7:00pm
Nelson County Library
8521 Thomas Nelson Hwy
For appointments call (434) 361-1802
What to Bring
- Previous year’s tax return(s).
- Social Security cards and/or ITIN notices/cards or other official documentation that show the taxpayer identification numbers for every individual on your return.
- Government-issued photo ID for each taxpayer.
- Checking or savings account information if you want to direct deposit any refund(s) or direct debit any amounts due (blank check not deposit slip)
- Identity Protection PIN (IP PIN) (for each individual if applicable).
- If you'd like to complete the Intake form ahead of time: https://www.irs.gov/pub/irs-pdf/f13614c.pdf
- W-2 for each employer.
- 1099-G form for unemployment compensation or state/local income tax refunds.
- SSA-1099 form showing the total Social
- Security benefits paid to you for the year, or RRB-1099, Tier 1 Railroad Retirement benefits form.
- 1099 forms (or other statements) reporting interest (1099-INT), dividends (1099-DIV) and/or proceeds from sales (1099-B), plus documentation showing the original purchase prices if you sold stocks or other assets.
- 1099-R form if you received a pension, annuity, or IRA distribution.
- 1099-MISC, 1099-K, or other 1099 forms. If you have a business, bring a summary list of all your income (cash and non-cash) and all business-related expenses.
- Information about any other income of any form including cash or other than cash.
Records of any federal and/or state and/or local income tax paid (including quarterly estimated tax payments) if not shown on income documents.
Most taxpayers have a choice of taking either a standard deduction or itemizing their deductions.
If you have a substantial amount of deductions, you may want to itemize. If so, bring the following information:
- 1098 form showing home mortgage interest.
- A summary list of medical/dental/vision expenses including doctor and hospital bills and medical insurance premiums, prescription medicines, assisted living services, long-term insurance and bills for medical related home improvements such as ramps and railings for people with disabilities.
- Summary of cash and noncash contributions to charity.
- Property tax bills paid during the year (frequently shown on mortgage statement).
- 1095-A forms if you purchased insurance through the Marketplace (Exchange).
- 1095-B/1095-C forms (optional).
- Any exemption correspondence from the Marketplace (if applicable).
- Dependent care provider information – name, address, telephone number and employer ID or Social Security number and amount paid to provider.
- 1098-T form for education expenses plus statement of account from the educational institution showing tuition and fees actually paid and scholarships, grants, etc. received. Also bring a summary of any other education expenses.
- 1098-E form for student loan interest.
Last revised: February 10, 2019
Organization Local Contact: Suzanne, email@example.com