2009 Income Tax Preparation

Reservations are required to have your Income Tax returns prepared by an AARP Tax-Aide volunteer, at most centers. If you have a complicated return, check with the center prior to making an appointment with a volunteer tax assistant to determine the appropriateness of a consultation.  Some situations are out of scope for volunteer assistants. Please bring the following information when you come for your appointment.

• Picture identification
• Copy of your last year's state and federal tax return.
• Social Security cards for all people listed on return.
• All W-2 forms for wages.
• All 1099-INT forms received for any interest paid.
• All 1099-DIV forms reporting any dividends paid.
• All 1099-R forms reporting any retirement income paid.
• SSA-1099 Social Security Benefit Statement .
• All 1099-B forms showing any stock sales. You must have the basis (what you paid) for all sales including mutual funds. Call your broker.
• All 1099-G forms reporting gambling winnings.
• RRB-1099 forms showing railroad retirement.
• Any other 1099 forms.
• Any forms reporting any other income such as jury duty, election work, alimony, etc.
• Medical expenses.
• For age 65 or older, property tax bill and/or rent receipts.

2009 Schedule

Barelas
Monday, February 2 – April 14
(Except February 16)
8:30 am – 2:00 pm
Appointment required

Bear Canyon
Tuesday, February 3 – April 14
8:00 am – 3:00 pm
Appointment required

Highland
Thursday & Friday, February 5 – April 10
9:00 am – 3:00 pm
Appointment required

Los Volcanes
Friday, February 6 – April 10
9:00 am – 3:00 pm
Appointment required 

Manzano Mesa
Monday, February 2 – April 13
(Except February 16)
8:30 am – 2:00 pm
Appointment required

Palo Duro
Thursday, February 5 – April 9
8:15 am – 3:30 pm
Appointment required

North Valley
Friday, February 6 – April 3
9:00 am – 3:00 pm
Appointment required

More information can be found at:

ARRP Tax Assistance