Free GAF Tax Program—Make Appointments Now

The AARP Tax-Aide volunteers are preparing and e-filing tax returns for full-year California residents.

This tax service is sponsored by the Golden Age Foundation and provided every Monday, Tuesday and Wednesday mornings outside The Knowledge and Learning Center in Clubhouse 3. Appointments are required.

Call (562) 596-1987 and leave your name and telephone number. A volunteer will call you back to schedule your appointment. Answer your telephone even though the calling number will not be familiar. Pick up your packet at the Leisure World Library. All forms must be completed prior to arriving at the appointment. You will be interviewed outside on the patio. Then your tax return will be prepared and reviewed while you wait in an adjacent area. Masks are required.

The following records should be brought to the appointment if they are applicable to you:

• Social Security card

• Government-issued ID or Leisure World photo ID

• Copy of 2019 and 2020 Federal and State returns

• Forms W-2

• Forms 1099 for interest, dividends, pensions, Social Security benefits, sales of stocks

• Healthcare subsidy forms 1095A/CA3895 if you had medical insurance through Covered California

• Letter 6475 from IRS showing the amount of your 2021 Economic Impact Payment

• Amount of California Golden State Stimulus I and II Payment(s) received

• Copy of a voided check for those who want their refunds to be deposited to or direct debited from a checking account GAF tax preparers cannot handle returns that are out-ofscope for the program, including returns with rental property, self-employed status with a net loss or expenses exceeding $35,000, and the sale of anything other than California residence, stocks, bonds and mutual funds .