AARP Foundation Tax-Aide
Mondays & Wednesdays (Tomball Library)
10 am to 2 pm
February 2 - April 15
To book an appointment, click here for access to Appointment Calendar.
For assistance with link, please call 832-559-4200.
Walk-ins available; Scheduled appointments take priority.
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.)
Starting March 9, amended returns or prior year tax returns (2024, 2023,2022) can be prepared in addition to the current 2025 tax returns.
Please try to cancel 12+ hours before your appointment begins if you don't have all your forms or need to cancel for some other reason. You may need to call the library to cancel an appointment under 12 hours before your appointment time.
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, bring all income and business-related expenses. This includes 1099-NEC, 1099-K, 1099 Misc 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 2025, 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 2025).If medical insurance via Marketplace, Form 1095-A.Estimated federal taxes paid during 2025.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 ReturnsActive-Duty Military (due to special tax situations and benefits)Hobby income or other activities not for profitIncome 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/taxes/aarp_taxaide/locations/
