Description: Provides free tax preparation to clients with no income limit. Offers help with resolving IRS or FTB notices. Tax clinics are available in May and June. 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: Must be age 50 and older
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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