AARP Tax Aide is back! Like last year, it is open not just to senior adults, but any adults needing to file their taxes. Registration is required. Please call 832-559-4200 to book a time slot (times available may vary).
Additional Information:
- Please arrive 30 minutes early to fill out the required paperwork. (Required paperwork can also be picked up at the library’s service counter prior to appointment day.)
- Required documents (most common)
- Social security cards, or ITINs, for yourself, your spouse, and your dependents.
- Valid picture ID with current address for yourself and your spouse.
- IRS letter with PIN, if applicable. (New PIN issued in January every year.)
- Copy of last year’s income tax return statement.
- All income tax statements (wages, social security, interest/dividend income, IRA distributions,
brokerage statements, unemployment compensation). - If self-employed, all income and business-related expenses. Bring 1099-NEC, 1099-K, and cash
receipts. Bring all mileage driven with personal vehicle – business, commuting, and personal
miles. - Educational expenses – Form 1098-T with student’s detailed financial school account plus list of
other qualified education expenses. Form 1098-E for student loan interest paid. - Documentation for deductible expenses (mortgage interest, real estate taxes paid, medical
expenses, sales tax you paid for a new vehicle in 2024, charitable donations, mileage for doctor
visits or volunteer work). - Documentation for items qualifying for credit (child-care, post-secondary education, home
purchase contract and closing statement for home purchased in 2024). - If medical insurance via Marketplace, Form 1095-A.
- Estimated federal taxes paid during 2024.
- Copy of checking or savings account info for direct deposit of refund or direct debit of balance
due. - Any other tax statements not listed here.
If married, both spouses must sign the return.
Out of scope (most common)
- Married Filing Separately (due to Texas being a community property state)
- Self-employed with employees, business losses, business use of home, or other complicating
factors. - State Income Tax Returns
- Active-Duty Military (due to special tax situations and benefits)
- Hobby income or other activities not for profit
- Income from rental property (other than oil & gas leases)
- Bartering or digital assets (virtual currencies or NFTs)
For other Tax Aide locations and hours: https://www.aarp.org/money/tax...