AARP Foundation Tax-Aide - Thurston County, Washington
Pre-Appointment Packet
Once you schedule a Tax-Aide appointment, you can pick up a Pre-Appointment Packet from one of our Tax-Aide sites or download one by clicking the green button below. You can also read it on this page by scrolling down.
All taxpayers must complete our Intake/Interview & Quality Review Sheet, Form 13614C which we often refer to as our Intake Booklet (click red button below to download).
- If you are filing for a previous tax year, click here to access the Intake Booklet for that year.
- You will also need an additional appointment for each year’s tax return,
Taxpayers should also print the Documents We Need (click blue button below to download) as it lists all the documents we need to prepare your return depending on your tax situation.
Some taxpayers will need to fill out additional worksheets. Click the list item below to download the appropriate worksheet if, during the tax year, you were:
- Self-employed
- Wishing to itemize deductions (e.g. Mortgage interest, medical expenses, charitable contributions)
- Claiming an Education Credit
- Providing personal care services to a Washington State Department of Social and Health Services (DSHS) client
- Claiming Gambling winnings
- Claiming deduction for Tips (new in 2025) There are two versions: 1. For Employees 2. For Self-Employed
- Claiming deductions for Overtime (new in 2025)
- Claiming Car loan interest on new passenger cars purchased during the tax year which were assembled in the United States (new in 2025)
- If you are missing any documents when you arrive for your appointment, we may not be able to prepare your return.
Our Intake Booklet and most worksheets are fillable forms that can be completed while viewing them on your computer or mobile device and then printed. If you prefer, you can simply print the forms and fill them out manually.
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