Tax Preparation Assistance - Walnut Creek Rossmoor - AARP

Description

Provides free tax preparation to all taxpayers, regardless of age or income and checks for EITC qualifications. Individuals who believe they have no filing requirement may be eligible for a credit amount. This site may also help with prior returns.

Hours

2/1 - 4/15; Tuesday and Thursday, 9am - 3pm

Required Documents

Social Security card or ITIN for each family member, photo id, W-2 forms for all jobs held in 2023, all 1099 forms and other income or tax forms, child care provider information such as name, address and tax ID number, a check with your account numbers to direct deposit your refund (If you use direct deposit, you can get your refund FAST), copy of last year’s tax return and your household's health coverage information.

Eligibility

See description

Fees

None

Intake Procedure

By appointment; site located in Hillside Clubhouse - Vista Room. APPOINTMENTS MADE IN PERSON AT SITE AND IS ONLY FOR ROSSMOOR RESIDENTS.

Languages

English; all other languages check with site.

Service Area

Contra Costa County

Geography Served

Description

Provides free tax preparation to all taxpayers, regardless of age or income and checks for EITC qualifications. Earned Income (includes all taxable income and wages from working) and adjusted gross income (AGI) must each be less than: $56,383 ($63,398 married filing jointly) with three or more qualifying children $52,918 ($59,478 married filing jointly) with two qualifying children $46,560($53,120 married filing jointly) with one qualifying child $17,640 ($24,210 married filing jointly) with no qualifying children Tax Year 2023 Maximum Credit: $7,430 with three or more qualifying children $6,604 with two qualifying children $3,995 with one qualifying child $600 with no qualifying children

Hours

2/1 - 4/15; Tuesday and Thursday, 9am - 3pm

Required Documents

Social Security card or ITIN for each family member, photo id, W-2 forms for all jobs held in 2023, all 1099 forms and other income or tax forms, child care provider information such as name, address and tax ID number, a check with your account numbers to direct deposit your refund (If you use direct deposit, you can get your refund FAST), copy of last year’s tax return and your household's health coverage information.

Eligibility

See description

Fees

None

Intake Procedure

By appointment; site located in Hillside Clubhouse - Vista Room. APPOINTMENTS MADE IN PERSON AT SITE AND IS ONLY FOR ROSSMOOR RESIDENTS.

Languages

English; all other languages check with site.

Service Area

Contra Costa County

Geography Served