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Tax Help for Seniors (Free from AARP)

Personal Finance
Age Group
For adults




Participants are asked bring the following documents (if applicable) with them the day of their tax help session: a copy of your 2016 return; proof of all 2017 income: Social Security SSA-1099 (pink border in upper right), W2's (wage statements) ***only Missouri and Kansas***, 1099's from pensions, interest, dividends; proof of 2017 expenses: if itemizing, total all drug charges, medical charges and miscellaneous charities, Real Estate Taxes & Personal Property Taxes, Student Loans & Expenses, Mortgage interest statements, statement from landlord showing their Federal ID# and total rent paid; photo ID & Social Security card for ALL people on the Return; a blank check for refund deposit; proof of medical insurance in 2017.


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