NV Tax-Aide - Taxpayer Information

For more information about AARP Nevada 2026 locations (for Tax Yeaar 2025) or to make an appointment with a phone call please see the Tax-Aide Locations page.

You are also able to make an appointment for some locations online at: http://www.aarp.org/findtaxhelp. WARNING: When making appointments online, please be sure to scroll down to click, "Review Appointment" and then on the next page click "Confirm Information." The following page will offer a Receipt that can be printed. You will also receive an email confirmation. If you do not complete all the steps your appointment will not be entered into our system and you may have to wait longer or possibly even be denied for that day!

WHAT YOU WILL NEED FOR YOUR APPOINTMENT:

Download and print our Intake booklet, complete pages 1-3 and bring to your appointment:
- - Tax Year 2025 (Eng) Tax Year 2025 (Spanish)
    (Note: These links open in a new tab. Make sure you have pop-up blockers allowed for this website.
    PRESS Ctrl P on your computer keyboard if you wish to fill it out on the computer before printing.)

Some sites can also prepare these prior years if needed:

For a married couple filing jointly, both spouses must be present
Photo identification for you and your spouse (if married)
Social Security cards or ITIN documents for you, your spouse and/or dependents
- Need a replacement SS card? More info here: SSA.GOV
Birth dates for you, spouse and/or dependents
For filing 2025 taxes, bring a copy of your 2024 tax return. (This is especially important if you received a Lump-Sum Social Security payment for 2024 in 2025!)
- Always bring a copy of the previous year tax return for our reference
- If filing 2021 taxes, also bring a copy of 2019 and 2020 tax returns

All forms W-2, 1098, 1099
1095 forms if you purchased insurance through Marketplace (Exchange)
Information for other income
Information for all deductions/credits
Any letters from the IRS including:
- - IRS Letter 6419 - Advanced Child Tax Credit (2021)
  - IRS Letter 6475 - Your Economic Impact Payment (2021)
If you have an Identity Protection Pin (IPP) it will be needed to submit your return.
- - Lookup your IP PIN at https://www.irs.gov/identity-theft-fraud-scams/retrieve-your-ip-pin
  - Your IP Pin number changes every year, make sure you have the correct one for 2025 taxes
Proof of savings or checking account and routing numbers (for direct deposit of refund)
- - The routing number on deposit slips are for internal bank purposes, please bring a blank check with you.
  - Alternatively, if you have your bank's app on your phone you should be able to pull up your bank account and routing numbers to provide banking information. (See Important Notice below)

Helpful Worksheets for Taxpayers:

How to Prepare for your Tax-Aide Appointment
Itemized Deductions Worksheet (2025)
Education Credits Worksheet (2024)
Self-Employed Schedule C Worksheet (2025)
Qualified Overtime Deduction Worksheet (2025)
Qualified Passenger Vehicle Loan Interest Worksheet (2025)
Qualified Tip Deduction Worksheet for Employees (2025)
Qualified Tip Deduction Worksheet for Self-Employed (2025)
Reduced Qualified Charitable Distribution by IRA Deduction Worksheet (2025)
For Hire Driver Worksheet (Nov 2023)

WE CAN PREPARE WITH MOST RETURNS:

Wages, retirement income, social security, interest, dividends, capital gains/losses, unemployment compensation
Self-employment income, with limits
Most income reported on Forms 1099-MISC or 1099-NEC or 1099-K
Schedule K-1 that includes only interest, dividends, capital gains/losses or royalties
Itemized deductions with Charitable Cash Contributions, Noncash contributions totaling no more than $5,000, Mortgage interest, Real and Personal Property tax,
Cancellation of Nonbusiness Credit Card Debt
IRA Contributions -Deductible or not
Tuition & student loan interest
Most credits, such as earned income credit, education credits, child/additional child credit and credit for other dependents, child/dependent care credit, premium tax credit, retirement savings credit.
Repayment of First Time Home Buyer credit
Estimated Tax payments
Health Savings Account
Prior three tax years returns (some locations)
We Electronically File all Federal Returns

WE CAN'T PREPARE RETURNS WITH:
Some of the items that are out of Scope include:

Married Filing Separately
Self-employment if there are employees, losses, expenses that exceed $35,000, depreciation, business use of home, 1099 filing requirements, or other complicating factors
Hobby income or other not for profit activities
Rental Income, except land only
Solar and Electric Car Energy Credits
Transactions for Virtual Currency/NTFs (Bitcoin, Cryptocurrency, etc.)
- Returns that have a form 1099-DA (Digital Asset Proceeds from Broker Transactions)
Rental Property Income (except land only)
Farm Income or expenses
Tax on Child's Investment and Other Unearned Income (Kiddie Tax)
Some Investment Income or Itemized deductions not included in our training
Complicated Schedule K-1, complicated capital gains/losses
Moving Expenses
Alternative Minimum Tax, Additional Medicare Tax, or Net Investment Income Tax

For a list of what we can help with and documents needed to complete a tax return, click here.

One of the many changes to the 2025 IRS tax code is the elimination of mailed refund checks. Taxpayers who want to receive their refund will need to provide a routing number and account number from a U.S. financial institution.

Taxpayers without a bank account can learn how to open one at an FDIC insured bank or through the National Credit Union Locator Tool. Veterans, see the Veterans Benefits Banking Program for financial services options at participating banks.

Prepaid debit cards, digital wallets or mobile apps may support direct deposit. To use these options, taxpayers must have routing and account numbers associated with their personal accounts. Check with the mobile app provider or financial institution to confirm which numbers to use.

Taxpayer Information and Responsibilities TaxAide Scope Document (What we can & can't do)

IRS Tax Education & Awareness Understanding IRS Communications

Have questions? Send an email to questions@nvtaxaide.org
Beyond your name and contact information, please do NOT provide any Personally Identifiable Information (PII) or personal financial information.