AARP Tax Assistance and Electronic Filing

Free Tax Assistance at Avenidas every Friday from February 2 to April 12 is provided by AARP Foundation Tax-Aide. It is intended for low-to-moderate income taxpayers with special emphasis on those over the age of 60. Your taxes will be completed by trained volunteers, electronically filed, and a printed copy of your tax return will be given to you.  

What to Bring

• W-2 for employment income
• 1099-R or SSA-1099 for IRA/Pensions or Social Security Income
• Other income (e.g., 1099-INT, 1099-DIV, 1099-B, 1099-NEC, 1099-MISC, K-1, etc.)
• Deductible expenses (This worksheet can help you organize deductible expenses: Itemized Deduction Worksheet)
• If you are not on Medicare or company insurance, any 1095-A or CA 3895 forms
• Any other tax documents for 2023, like estimated tax payments
• Photo ID Social Security card, or a copy of SSA-1099 for you and any dependents
• A copy of your 2022 tax return and supporting documents

Location

By Appointment Only

Call (650) 289-5400 to make an appointment. Please speak clearly and leave your name and phone number.

Sponsored by AARP Tax-Aide