AARP Tax Site Information
Hours of Operation: 10AM-2PM Monday through Friday, 9AM-12PM Saturday
Dates: February 1 – April 15
Who can use:
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Members, Non-members
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Colleagues and their families
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Do not have to be a member of AARP or 1A to have your taxes prepared here
There is no charge for this service.
What do people need to bring:
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Picture ID
Social Security Card
This year’s tax package and/or label
All income forms, W-2 and 1099’s
Information for other income
Information for all deductions/credits
A copy of last year’s tax return
Your return will be filed electronically, and your refund can be directly deposited into your account.
Things Tax-Aide Volunteers Will Do:
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Form 1040 with Schedule A, B, D, EIC & R
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Form 1040-ES
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Form 2441 (Child and Dependent Care Credit)
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Form 8863 (Education Credits)
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Form 8812 (Additional Child Tax Credit)
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Schedule C-EZ if: Expenses are less than $5,000 and:
o Have a net gain from business
o Have no employees
o Have no inventory
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Schedule SE - only in conjunction with Schedule C-EZ
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Form 8283 - Non-cash contributions (Section A, Part I only >$500 < $5000)
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Form 2106 E-Z Employee Business Expense
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1040 X Amended
Things Tax-Aide Volunteers Will NOT Do
Schedules
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C Net Profit or Loss from Business
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E Rental Income or Supplemental Income or Royalties, Partnerships, Estates, Trusts on K-1 form
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F Net Profit or Loss from Farming
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H Household Employee Expense
Forms
2106
3903
4684
4797
6252
8606
Other
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Employee Business Expense
Moving Expense
Casualty or Theft Losses
Sales of Business Property
Installment Sales
Non-deductible IRA, Part B (We can do Part A if you have a prior 8606).
Stand-alone Virginia return (send to Commissioner of Revenue)
Innocent Spouse
Injured Spouse
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Adoption Expenses
Certain OID Situations
Medical Savings Accounts
Points not fully deductible in year paid
Children under 18 with $1,700+ investment income (Form 8615)
Foreign Tax Credit eligibility (Form 1116)
Wash sales (stocks, etc.)
Tax on early distribution from Employer’s Plan
Limited IRA deduction
Excluded US Savings Bond Interest
Income from US possessions or foreign countries
SS benefits for prior year
Non-resident or Resident Alien (send to Williamsburg or CNU or HU)
Any state return other than Virginia
Active duty Military (refer to base/post VITA Site)