How to Prepare for Your AARP Tax Prep Appointment

By Southold | News

AARP Tax Prep

We have openings for appointments for free AARP tax prep. There are no income or age restrictions and you do not have to be an AARP member. Sign up today. Appointments available every Tuesday from February 11 to April 14. Once you make an appointment, please refer to the attached list.

Please try to bring the following:

  • Previous year’s tax return(s)
  • Social Security cards and/or ITIN notices/cards or other official documentation that shows the taxpayer ID numbers for each individual on your return
  • Government issued photo ID for each taxpayer (not dependents)
  • Checking or savings account information if you want to direct deposit any refund(s) or direct debit any amounts due
  • Identity Protection PIN (IP PIN) if you have been issued one by the IRS to prevent identity theft
  • Any current tax forms you receive in the mail
  • Also helpful if you have it: Your tax form from Social Security or any letter from the IRS