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AARP Tax Preparation

AARP Tax Preparation

AARP provides free tax preparation for everyone from February 2 until April 13, except March 16 (St. Patrick's Celebration).

Registration is required. To make an appointment, call the Information Desk, (510) 608-1102, when the library is open.  

Items to bring to the TCE tax return preparation site 

  • Proof of identification - include a photo ID and ONE of the following: 

1. Social Security Cards for you, your spouse, and dependents and/or a Social Security Number verification letter issued by the Social Security Administration 

2. A Social Security Benefit Statement Form 1099-SSA or RRB-1099 

3.  A Prior Year Tax Return 

4. An IRS letter assigning an ITIN 

5. A Federal or State issued Employee W2 or 1099 

  • Birth dates for you, your spouse if married,  and dependents on the tax return 

  • Income statement(s) Form W-2, W-2G, 1099-R, 1099-G, 1099-misc from all sources 

  • Interest and dividend statements (Forms 1099) and/or equivalent broker statements (1099-B) 

  • Any forms showing Federal or State income tax paid 

  • A copy of SSA-1099 if receiving Social Security benefits 

  • Any costs for dependent care including name, employer ID, address of care 

  • All receipts or canceled checks if itemizing deductions 

  • A copy of last year’s Federal and State returns if available 

  • Real Estate Property Tax Statement for all taxes paid in 2018 (usually two statements) 

  • Blank check for Bank Routing Numbers and Account Numbers for Direct Deposit of refund 

 

 

 

Date:
Saturday, April 6, 2019 Show more dates
Time:
10:00am - 2:30pm
Location:
Group Study Room
Library:
Dublin Library
Categories:
  Finances, Health, Jobs, Legal  

The Library is wheelchair accessible. An ASL (American Sign Language) interpreter will be provided for this program if requested at least 7 days in advance. For assistance, please contact your library or accessibility@aclibrary.org.  Events subject to change or cancellation without prior notice.

All Alameda County Library events are free.