RSVP/TCE FREE TAX PREP PROGRAM - What to Bring

Sep 19, 2026

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RSVP/TCE FREE TAX PREP PROGRAM provides free tax return preparation through IRS-certified volunteers for eligible individuals in Baldwin and Escambia counties, including seniors 55+. The material lists appointment-only locations by day and time, describes required documents and identification, and explains which tax situations can or cannot be prepared. It also outlines guidance for refund benefits, common forms to bring (W-2, 1098-T, 1099 series), and scheduling starting Jan. 10, including instructions to scan a code or visit the stated website.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages2

Reading Time1 min

AccessFree to download

What to Bring

Documents You Need To Bring With You

Appointment Locations and Scheduling

IRS VITA/TCE Services and Limitations

RSVP serves Baldwin and Escambia counties through programs and servicesgeared toward seniors 55+.Please call for information about howyou can serve our communities through RSVP.(251)444-1660 Thankyou for using our FREE tax prep program.We value this opportunity to serve you. Documents You Need To Bring With You(see other side For Full List) 1 Copy of last year's tax retum 2.Social Security Cards and State Driver's License/State ID Required 3.Death Certificate on deceased dependent(s) 4.Divorce Decree/Power of Attomey/Court Documents 5.Mileage/Medical Trips and itemized deduction infomation if applicable 6.Fom 1098/Education Credit 7.Vehicle Tag Receipt/Ad Valorem Tax 8.COMPLEIED Fom 13614-C-download at htps//wwisgov/pub/irs pdf/T13614cpdf oravailable at tax sites listed below. # All Locations are By Appointment Only Call(251)289-1391 for appointments for the following three locations: *Bay Minette Senior Center Tuesday 9:45a-1:45pm 600 Blackburn 9:00a-1:30pm *Spanish Fort Senior Center 7361 Spanish Fort BI Friday Wednesday Daphne Bryant Bank 1801US-98(@CR64) 9:00a-1:30pm New Location *Fairhope T-W-TH 8:00a-Noon Satellite Courthouse 1100 Fairhope Ave (251)3171877 *Robertsdale Council on Aging 22251Palmer St Tues &Thurs 9:00a-Noon (251)972-8506 *FoleyFUMethodist Ch 915NPine StThursday9:00am-1:00pm(251)201-6713 *Orange Beach Senior Center 26251 Canal RdTues &Fri9:00a-1:00pm(251)981-3440 ALLlocations are operated by the RSVP/TCE Tax Prep Program.Appointment scheduling starting Jan.10th FOR ESCAMBIA COUNTY TAXAPPOINTMENTS CALL: (251)867-0255 ·Wages,salaries,tps,ete.(FomW-2) ·Adjustments to income and itemized deductions,limited Retirement income(Forms 1099-R,Form SSA-1099, RRB-1099,RRB-1099-R,CSA-1099 ·Capital gain/loss(Fom 1099-B).limited Schecue D ·State tax refunds and unempkoyment benefits (Fom 1099-G) *Application for individual taxpayer identification number (ITIN)(Fom W-7) ·Sale of Home (Form 1099-S).Mrited ·Prior Year and Amended Retums,limited Will Not Prepare* ·Schedule Cwith net loss,doprociafon or business use of home ·Complex Schedule D,Capital Gains and Losses *Form SS-8jdetermination of worker status for purpos8s offederal ermployment taxes and income tax withholding) Please see a professional preparer for "See avolunteer for other ibems not Ested *Fom 1095-A,if applicable ·Oniginal photo identification such as driver's license,school,employer,military,or state ID for you and your spouse jfmarriec) *Information for other income ·Information for all deductions and credits +Social Security cards or Individual Taxpayer ldenificationNumber documents for you,your spouse,and dependents *Acopy of last year's tax retum Scanthis code with yoursmart deovioe or visit www.s govita tolearn moreabout free tax returnpreparation. Days: Hours:9am -lpm Rilaton 3676oap PAav.9D-202 Cesog Numbur 380sP Dupatmant of the Tieaury Indamal Revenu Senvice wwngow IRS Certified Volunteers Providing FREE TAX PREPARATION | IRS VITA/TCE return preparation sites are operated by certified volunteers.Site operating hours and services offered
may be limited.In addition,by law,some sites provide priority services to seniors.Please be advised that you may
not be immediately served.Your patience and understanding are appreciated. | | --- | Will Prepare* ·Interest and divdends (Forms 1099-INT,1099-DIV) ·Education credits (Form 1098-T) ·Premium tax credit (Form 1095-A) ·Child tax credit,earned income credit.andother miscelaneous credits ·Self-employed income (Forms 1099-NEC,1099-K).limined Schedule C ·Gambling winnings (Form W-2G) ·Foreign students and scholars,limited jselect sifes only) ·Cancellation of debt (Fom 1099-C),Arited ·Health savings accounts (Form 1099-SA),limited ·Parts 4&5 of Form 8962(Alocabon of Policy Amounts,Alernative Calculation for Year of Marriage) *Retuns with casua

FAQs

How do I schedule an appointment for the RSVP/TCE tax prep sites?

The locations are by appointment only. Call the listed numbers for appointments for each location, and scheduling starts Jan. 10.

What documents are required to bring to get free tax preparation?

Bring last year’s tax return, Social Security cards and required IDs, and supporting documents for income, deductions, and credits. Required items also include Form 1098 (if applicable) and other relevant IRS forms such as W-2 and 1099 series.

Will the program prepare all tax returns?

No. The material lists items it will not prepare, including forms or complex situations such as certain Schedule C cases with net loss, complex Schedule D, and some worker status determinations. When unsure, use a professional preparer for items not listed for volunteers.

Sep 19, 2026

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