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Free Tax Preparation – BY APPOINTMENT ONLY

February 19, 2019 @ 9:00 am - 4:00 pm

This program offers free, individualized tax preparation to anyone, regardless of age or income.  We will have two clinics: February 19, 2019 and March 19, 2019.  If you would like to sign up, just call the office at (925) 609-7900.

The checklist below includes items you need to bring when you visit an AARP Foundation Tax-Aide site for us to help you prepare your tax return(s):

Checklist:

  • Previous year’s tax return(s).
  • Social Security cards and/or ITIN notices/cards or other official documentation that show the taxpayer identification numbers for every individual on your return.
  • Government-issued photo ID for each taxpayer.
  • Checking or savings account information if you want to direct deposit any refund(s) or direct debit any amounts due.
  • Identity Protection PIN (IP PIN) (for each individual if applicable).

Income:

  • W-2 for each employer.
  • 1099-G form for unemployment compensation or state/local income tax refunds.
  • SSA-1099 form showing the total Social Security benefits paid to you for the year, or RRB-1099, Tier 1 Railroad Retirement benefits form.
    1099 forms (or other statements) reporting interest (1099-INT), dividends (1099-DIV) and/or proceeds from sales (1099-B), plus documentation showing the original purchase prices if you sold stocks or other assets.
  • 1099-R form if you received a pension, annuity, or IRA distribution.
  • 1099-MISC, 1099-K, or other 1099 forms. If you have a business, bring a summary list of all your income (cash and non-cash) and all business-related expenses.
  • Information about any other income of any form including cash or other than cash.

If you have any questions or want to sign up, call our office at (925) 609-7900.  When our tax appointments fill up, we can refer to one of the many other locations.

Details

Date:
February 19, 2019
Time:
9:00 am - 4:00 pm

Venue

Contra Costa Senior Legal Services
2702 Clayton Road
Concord, CA 94609 United States
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Phone:
925-609-7900
Website:
ccsls.org