Please arrive at the site 15 minutes
prior to your scheduled appointment time in order to complete the intake
interview and get checked in.
In order for us to prepare your tax return, we will need the following
Photo identification such as valid California driver's license,
California state ID, employer ID, school ID, Military ID,
or passport for both the taxpayer and spouse if filing a joint return.
Birth dates for you, your spouse and dependents on the tax return. This
information is entered on the IRS Form 13614-C Intake Interview - Quality
Review Sheet that you can download and complete in advance of your appointment
or complete when you arrive for your appointment.
Social Security cards for you, your spouse, and all dependents
listed on the tax return. Legible photocopies are acceptable.
If you are receiving Social Security benefits, the
SSA-1099, Social Security Benefit Statement, can be used in place of your
Social Security card. Please make sure to bring your SSA-1099, not your
estimate of Social Security benefits for the upcoming year. The correct form
“FORM SSA-1099 - SOCIAL SECURITY BENEFIT STATEMENT”
across the top with 2023 in bold type on the next line.
Last year's Federal and California tax returns. If you used a VITA or
AARP Tax-Aide service last year, bring us the full envelope we gave you last year.
If you want direct deposit of your refund, we will need the routing
number and account number for the refund. The best way to provide this
information is on a blank check (not a deposit slip).
You don't need to void the check, we'll just copy the numbers and
return the check to you.
Wage and earning statements (Form W-2, W-2G, 1099-R, 1099-Misc, etc.) from all
employers or pension providers. If you received unemployment compensation,
bring the Form 1099-G you received from EDD.
Interest and dividend statements from banks (Forms 1099) or investment companies.
Brokerage statements from investment companies may combine several items on one
tax form. We need the entire form. The tax form is not the same as
end-of-year statement. The tax form will have IRS form numbers on it and
will be delivered after your end-of-year statement.
Forms 1095-A, 1095-B, or 1095-C Health Coverage Statements or Health Insurance Exemption
Certificate, if received. All Covered California participants will receive a
Form 1095-A. We must have that form in order to complete your return.
Total amount paid for daycare providers and the daycare provider's name or
business name, address, telephone number and tax
identification number (Social Security number or business EIN).
We also need the amounts paid for each child.
If you are itemizing, we'll need your medical expenses, medical mileage,
charitable deductions, property tax statements, mortgage interest 1098, and
DMV fees from your vehicle registration renewal.
Please use the
Itemized Deductions Worksheet to organize your deductions.
- Property taxes span the tax year. Use the previous and current tax
bills to figure your property tax deduction.
- Your entire vehicle registration is not deductible, only the Vehicle License
Fee (VLF) is deductible. If you don't have your vehicle registration renewal
form, we can look up your VLF from your car registration.
- If you made a major purchase such as a car or boat, bring in the sales
taxes paid on that purchase.
If you are self-employed or operated a small business, please use the
Schedule C Worksheet to assist you in identifying qualified
business deductions. Most Schedule C filers have vehicle expenses. The
Schedule C Worksheet includes the information we need to file your return.
If you are using a Power of Attorney to file a return, we'll need to
see the notarized Power of Attorney.
If you are filing a return for a deceased taxpayer, we don't need to see
the death certificate, but we do need the exact date of death. If you have
the death certificate, please bring it in.
If you and your spouse are filing a joint return, both must be present to
sign the return after review and before we e-file. We cannot e-file your
return without your signed approval.
This video from the
IRS provides additional information on what you should do to get ready to
file your taxes.