TAX PAYER INFORMATION
The information below refers to tax forms that can be printed and filled out by hand or can be filled out on-line and then printed.
- To print and fill out by hand, click the link and then click on the Print button.
- To fill out on-line and then print, click here for more information.
Returns that we can assist with
Please click here for a list of returns we may be able to help you prepare.
Returns that we CANNOT HELP PREPARE
Please click here to look at this list so that you are not disappointed when we can’t help with your return.
Documents You Need for Free Help from Tax-Aide
Bringing the right documents will get your return done faster. Please click here for a list of documents to bring.
Client Intake Booklet
You must complete a new booklet every year. Completing this booklet ahead of time will get your return done faster. If you can’t complete the booklet before your appointment, please arrive 15 minutes early. Click here to access the Intake Booklet.
Do you have itemized deductions?
If you have itemized deductions, click here to complete the Itemized Deductions Worksheet. This will save you time and help the tax counselor prepare your return.
Do you have Self-Employed income?
If you have income from self employment to report, please click here to complete the Self-Employed Worksheet.
Common issues we see when taxpayers come in:
- People who get insurance from HealthCare.gov, the Affordable Care Act, need to have a 1095-A form.
- Identity PIN – if you received a PIN last year, you will need a new one this year and you must bring it with you for your tax appointment.
- Taxpayers scheduling appointments before they have all of their 1099’s from their investment companies.