AARP Tax Assistance and Electronic Filing

After a difficult two years, we plan on a renewal of tax assistance at Avenidas with various COVID restrictions. Avenidas requires that anyone entering the building bring proof of COVID-19 vaccination. Do not come if you have tested positive for COVID within 14 days or have been exposed to anyone COVID-positive over the previous 10 days. The Tax-Aide volunteers will all have the same restrictions and will have a facility set up to try to minimize close contact and the chances of COVID being spread.   

Tax Assistance at Avenidas is intended for low-to-moderate income tax-payers with special emphasis on those over the age of 60. Please bring your 2021 tax documents with you, which might include:

• IRS Letter 6475 with EIP (economic impact payment) amounts (new this year)
• IRS Letter 6419 with Advanced Child Tax Credit amounts (new this year)
• W2 income1099-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
• If not on Medicare or company insurance, any 1095-A or CA 3895 forms
• Any other tax documents for 2021 like estimated tax payments
• Photo ID
• Documents with Social Security numbers (e.g. Social Security IDs, SSA-1099, etc.)
• 2020 Tax return and supporting documents
• 2019 Tax return if you had earned income and qualified for EIC (Earned Income Credit)

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