Free Income Tax Preparation for low and moderate income residents, sponsored by AARP Foundation. IRS trained volunteers will prepare your Federal and California tax forms and electronically file your return.
What to bring:
- Photo ID for yourself (and spouse) if joint return
- Social security cards or ITIN documents for yourself and all dependents
- a copy of last year’s income tax return
- W-2 forms from each employer
- Unemployment compensation statements
- SSA-1099 form if you were paid Social Security benefits
- All 1099 forms (1099-INT, 1099-DIV, 1099-MISC, etc.) showing interest and/or dividends as well as documentation showing the original purchase price of your sold assets (stocks, mutual funds, etc.)
- 1099-R forms if you withdrew from an IRA or receive a pension or annuity.
- All forms indicating federal/state income tax paid
- Bank account info (routing & account #) for direct deposit of your refund
- Child care provider information (name, address, EIN/social security number) and amount paid
- Tuition statements (Form 1098-T) and amounts paid for books or other course-required materials
If itemizing deductions, please bring:
- Paid medical bills (office visits, co-pays, medical insurance premiums, prescriptions, etc.)
- Mortgage interest statement (Form 1098)
- Property tax statement(s)
- Charitable contribution receipts
