AARP Tax Aid

To schedule an appointment, please call 832-559-4200. Please arrive 30 minutes early to fill out paperwork.  (Required paperwork can also be picked up at the library’s service counter prior to appointment day.)

Required documents (most common)

-Social security cards for yourself, your spouse, and your dependents.

-Valid picture ID with current address for yourself and your spouse.

-Last year's income tax return statement.

-All income tax statements (wages, social security, interest/dividend income, IRA distributions, investments, unemployment).

-If self-employed, all income and business-related expenses. Bring 1099-NEC, 1099-K, and cash receipts. Bring all mileage driven with personal vehicle – business, commuting, and personal miles. Bring amounts charged for both business and personal for Venmo, PayPal, and other 3rd party payment processing services.

-Documentation for deductible expenses (mortgage interest, real estate taxes paid, medical expenses, sales tax you paid for new vehicle in 2023, charitable contributions, mileage for doctor visits or volunteer work).

-Documentation for items qualifying for credit (child-care, post-secondary education, home purchase contract and closing statement for home purchased in 2023).

-If medical insurance via Marketplace, Form 1095-A.

-Any other tax statements not listed here.

* If married, both spouses must sign the return.

Out of scope (most common)

-Married Filing Separately

-Self-employed with business loss

-State Income Tax Returns

-Foreign Income Tax Returns

-Active-Duty Military (due to special tax situations & benefits)

-Income from rental property (other than oil & gas leases)

-Bartering or digital assets (virtual currencies or NFTs)