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AARP Tax Aide Program 2017

January 8, 2018

 

FREE TAX PREPARATION

Tax-Aide’s AARP sponsored program offers FREE 2017 tax return preparation by volunteer IRS certified tax counselors.  Service is offered to people of all ages who need to file basic income tax forms.  Tax-Aide does not specify an income limit but the service targets low and moderate income taxpayers of any age with special attention given to seniors 60 plus.

Appointments are being made now; service is available starting February 2018.

For information or to make an appointment for the Tax-Aide sites serving Walnut Creek area, please call one of the numbers below:
Walnut Creek Senior Club site 943-5851
Walnut Creek Grace Presbyterian Church site 405-6278
Walnut Creek St. Paul’s Episcopal Church site 979-5013
General Information and other site locations 726-3199

Appointments begin the first week of February

To complete your tax return, Tax-Aide will need you to bring the following to the appointment:
Photo ID

Social Security Card or ITIN letter for all individuals to be listed on the return

Social Security numbers for recipients of any alimony or spousal support paid by you

Evidence of medical coverage

Copies of all W-2s, 1098s and 1099s

Other income- tax documents received from payers of wages, Social Security , pensions, dividends,  interest, IRA distributions and any other income

Evidence of education expenses

Evidence of deductions

Your 2016 Tax Return

Blank check from your checking account if you want direct deposit or to set up an electronic payment

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