It’s tax season, and we are proud to partner with AARP to provide free tax clinics here in our office.  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.