Do you need help with your taxes? Make an appointment with Patty, an AARP representative, to get the ball rolling.
Appointments are mandatory
The AARP team will be at the East Providence Senior Center every Monday from Feb. 6, 2023 - April 10, 2023
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THINGS TO BRING TO YOUR APPOINTMENT:
BEFORE YOUR APPOINTMENT, PLEASE READ AND SIGN ALL CONSENT FORMS AND ANSWER ALL QUESTIONS ON THE INTAKE FORM
FOR DIRECT DEPOSIT—BRING CHECKBOOK OR BANK ROUTING AND ACCOUNT. COPY OF CHECK IS BEST
MULTIPLE EXPENSES FOR DEDUCTIONS SHOULD BE ADDED AND SUMMARIZED ON A SHEET
ALL ENVELOPES SHOULD BE OPENED AND PAPERWORK ORGANIZED
NO BUSINESS RETURNS PREPARED EXCEPT FOR SCHEDULE C
ONLY 1 RETURN PER APPOINTMENT
ITEMS TO BRING:
• Photo ID, Driver’s License, Last Year’s Tax Return
• Social Security Card for taxpayer, spouse and dependents
• Birth Dates for taxpayer, spouse and dependents
• W2-Wages/Earnings
• W2-G Gambling Winnings
• 1099G Unemployment
• 1099R Pension/Annuity
• SSA-1099 Social Security Statement (Has a Pink Box)
• 1099INT and 1099DIV Interest and Dividends
• 1099B Brokerage Statement (APPOINTMENT MUST BE AFTER MARCH 15th )
• 1099MISC Miscellaneous Income
• 1099NEC Non-Employee Compensation
• Alimony, Date of divorce, amount, former spouse full name, former spouse SS#
• Form 1444 Stimulus Payments received
• 1098-T Education, Tuition
• Dependent/Childcare-Provider’s name, address, EIN #, amount paid for each child
• Rent-Landlord’s name, address, phone #, amount paid-For Property Tax Relied Credit
• Proof of Health Insurance-1095A if from the marketplace/Healthsource RI
• Covid-19 Sick Leave, Family Leave information, if applicable
FOR INFORMATION OR AN APPOINTMENT PLEASE CALL PATTY BREEN BETWEEN v9AM AND NOON BEGINNING JANUARY 15, 2023. 401-246-1678
