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AARP Tax Aide Program for 2019 Forms

March 4, 2020

 

FREE TAX PREPARATION

Tax-Aide’s AARP sponsored program offers FREE 2019 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 until February 2, 2020.  They will not offer tax-aide on April 16, 2020.

AARP tax-aide information is quite extensive.  To find more sites or a detailed list of what to bring, visit their web site at:
https://www.aarp.org/money/taxes/aarp_taxaide/

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:
Government issued Photo ID for the taxpayer and spouse

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 deductions

Your 2018 Tax Return

Copies of all 2019 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 medical coverage  Covered California: all documents including form 1095

Evidence of education expenses

Checking or savings account information if you want to direct deposit any refund(s) or direct debit any amounts due

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