Welcome!
We are ready to prepare your taxes! We are a coalition of 60 AARP Foundation Tax-Aide New Hampshire and IRS VITA and TCE tax preparation sites. We prepare federal and state tax returns for individuals of all ages and most occupations. There are no charges for our services.
To find a free tax preparation site near you, look at our site listing map, or call 2-1-1 (866-444-4211) and ask for their assistance.
WHEN YOU COME FOR YOUR FREE TAX PREPARATION APPOINTMENT YOU WILL NEED:
- Filled out Intake Booklet. Many sites have Intake Booklets available for pickup prior to your appointment. Check our site listing for details. Intake Booklets can be downloaded from https://irs.gov/pub/irs-pdf/f13614c.pdf for VITA and TCE sites or from https://ta-nttc.tiny.us/Tax-Aide-Intake-Booklet for Tax-Aide sites.
- Government-issued picture ID for each taxpayer.
- Proof of Social Security or ITIN numbers for all persons on your tax return.
- Proof of bank account routing and account numbers for direct deposit or debit. (Bring a voided check, not a deposit ticket.)
- Tax information such as Forms W-2, 1099, 1098, 1095.
- Last year’s tax return.
- All taxpayers to sign the return.
The more information you bring, the more accurately we can prepare your return. If you received any of the following, bring it. If you’re not sure, bring it!
- W-2 for all places worked in previous year.
- W-2G f or any gambling winnings, including slots, bingo, and sports betting.
- 1099-G form for unemployment compensation or state/local income tax refunds.
- SSA-1099/RRB-1099 showing total Social Security benefits paid to you for the year.
- 1099 forms (or other statements) reporting interest (1099-INT), dividends (1099-DIV) and/or proceeds from sales (1099-B), plus documentation showing the original purchase prices if you sold stocks or other assets. Enclose brokerage statements in their entirety.
- 1099-R forms if you received a pension, annuity, or IRA distribution.
- 1099-MISC, 1099-NEC, 1099-K, or other 1099 forms.
- 1095A forms if you purchased Marketplace health insurance.
- Bank account interest year-end statement.
- 1098-E student loan interest statement.
- Proof of childcare expenses paid. A statement from provider with name, address, and EIN/SSN.
- 1098-T tuition statement and proof of other post-secondary education expenses.
- If you are self-employed, bring a summary list of all your income (cash and non-cash) and all business-related expenses.
- Information about any other income of any form including cash.
- If you intend to itemize deductions, bring a summary list of your medical expenses, state/local taxes paid, auto registrations, real estate taxes paid, sales tax paid, mortgage interest paid, charitable contributions, and gambling losses.
- All correspondence received from the IRS and your state/local taxing authority.
- IRS Identity Protection PIN (for each individual if applicable).
- Any other tax related documents.
An appointment is not a guarantee that we can prepare your return. Our volunteers are trained in many aspects of tax law. Some tax matters that are considered “Out-of-Scope” and therefore we cannot prepare include, but are not limited to:
- Self-employment if there are employees, losses, expenses that exceed $50,000, depreciation, business use of home, 1099 filing requirements, or other complicating factors.
- Hobby income or other activities not for profit.
- Complicated capital gains/losses, such as futures or options.
- Rental income.
- Royalty income with expenses if not from self-employment.
- Tax on a child’s investment and other unearned income (kiddie tax).
- Farm income or expenses.
- Some income, deduction, or credit items that are not included in our training.
- Alternative minimum tax, additional Medicare tax, or net investment income tax.
- Foreign financial asset reporting requirements.
- Any return where the answer to the digital asset (virtual currency) question on Form 1040 is “yes.”