Service Name: AARP FOUNDATION TAX-AIDE
Organization Name: AMERICAN ASSOCIATION OF RETIRED PERSONS (AARP)
Location
Location Name: LODI - LOEL SENIOR CENTER - SOUTH WASHINGTON STREET
- Accessibility: Fully accessible to individuals using mobility aids
- Physical Address: 105 South Washington Street, Lodi, CA, 95240
- Mailing Address: 105 South Washington Street, Lodi, CA, 95240
- Description: Provides free tax preparation assistance by trained and IRS-certified volunteers to prepare basic tax returns for seniors. Last day to file tax is Monday, April 15, 2024.
- Website: https://www.aarp.org/money/taxes/aarp_taxaide/
- Email: taxaide@aarp.org
- Phone(s): 888-227-7669 (AARPNOW)
- Eligibility: Must be 50 years of age or older earning $79,000 or less annually
- Requirements: . Proof of identification (photo ID). Social Security cards for you, your spouse and dependents . An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse and your dependents if you do not have a Social Security number. Proof of foreign status, if applying for an ITIN. Birth dates for you, your spouse and dependents on the tax return. Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers. Interest and dividend statements from banks (Forms 1099). Health Insurance Exemption Certificate, if received. A copy of last year's federal and state returns, if available. Proof of bank account routing and account numbers for direct deposit such as a blank check. To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms. Total paid for daycare provider and the daycare provider's tax identifying number such as their Social Security number or business Employer Identification Number. Forms 1095-A, B and C, Health Coverage Statements. Copies of income transcripts from IRS and state, if applicable
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Areas Served:
- San Joaquin United States
- Categories: