Returns are prepared by AARP volunteers certified by the IRS. There is no cost to you for preparation. Most returns are filed electronically (e-filed) at no cost to you.

People are helped on a first come, first served basis

Please bring all of the documents listed below and have them organized in advance.

Necessary documents:

• Social Security cards or other official documentation for yourself and all dependents;
• Picture ID;
• Copy of last year’s income tax return(s);
• W-2 forms from each employer;
• Unemployment compensation statements;
• SSA-1099 form if you were paid Social Security benefits (benefit amount in PINK box;
• All 1099 forms (1099-INT, 1099-DIV, 1099-B, etc.) showing interest and/or dividends and documentation showing original purchase price of sold assets;
• 1099-Misc. showing any miscellaneous income;
• 1099-R form if you received a pension or annuity;
• All forms indicating federal income tax paid;
• Dependent care provider information (name, employer, ID, Social Security number);
• All receipts or canceled checks if itemizing deductions;

For more information, you may call the library at 212-662-9727 or visit this webpage