Provides free tax preparation to clients with no income limit. Offers help with resolving IRS or FTB notices. Tax preparation services are available from February 1st through mid-October 15th. Visit the AARP Foundation Tax-Aide Locator for site locations.
Please note: The Franklin Park Clubhouse location does NOT offer drop-in/drop-off appointments. Only offers appointments in English, no Spanish appointments available.
Hours: Visit website for hours of individual tax preparation sites.
Eligibility: Open to all ages.
Requirements: - Photo identification for yourself and your spouse
- Social Security cards or ITIN document for each family member
- W-2 Form from all employment in 2021 and any additional forms relating to income
(including gambling winnings, jury pay, interest, and dividend statements)
- All 1099 forms from other income such as unemployment, social security, and
self-employment
- Any IRS letters or notices including tax packet and records of estimated paid tax payments
- A blank or canceled check for direct deposit option
- Form 1095-A Health Insurance Marketplace Statement if applicable
- Tax return from last year if available
DOCUMENTS FOR POSSIBLE DEDUCTIONS AND CREDITS:
- Rental information for possible credit on CA return to include landlord's name, address, and
phone number
- If you paid child care - bring documentation listing provider name, address, tax identification number, and amount paid
- If you, your spouse, or a dependent attended college - tuition expense statement (1098T)
and student loan interest statement (1098E)
- Documentation of alimony and child support
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