Time to make tax appointments
The AARP Tax-Aide Program, sponsored by the Golden Age Foundation (GAF), will be held Monday, Feb. 5, through Wednesday, April 10. IRS-certified volunteers will prepare and e-file returns on Monday, Tuesday and Wednesday mornings.
Appointments are required. People should call 562-596-1987 and leave their name and telephone number on the answering machine and a volunteer will return the call to schedule an appointment. It is important to answer even though the calling number will not be familiar or may be a blocked number. Make sure to have all of the documents necessary for filing before calling for an appointment.
Those filing must be a full-year Californian resident and qualify to file as a Single or Married Filing Jointly. The following records should be brought to the appointment, if applicable:
• Social Security number for everyone on the return
• Government issued ID
• Copy of 2022 Federal and State returns
• Forms W-2
• Forms 1099 for interest, dividends, pensions, social security benefits, stock sales, etc.
• Verification of the cost of assets sold during 2023.
• Forms 1095-A if medical insurance was purchased through Covered California.
• For itemized deductions, prepare and total a list of medical expenses, charitable contributions, taxes, interest and other deductions (total should exceed $5,363 if filing as a single or $10,726 if Married Filing Joint). Bring the list along with the organized receipts.
• Copy of a check, to have tax refund be directly deposited in bank account.
TAXES, page 12
Client Facilitators Geneva Potepan (l-r), Lena Stevens, Tax Program Chair Diana Lambert, and Linda Johnson TAXES
from page 10
The program cannot prepare returns that are out-of-scope or prepare returns for a rental property, a net loss from selfemployment, sale of anything other than a California residence, stocks, bonds and mutual funds. An intake/interview sheet (Form 13614-C) must be completed for each return that is prepared in advance. For convenience, the form will be available in the LW Library at its temporary location through Jan. 31 in Clubhouse 3, Room 8.
The tax preparation room is in Clubhouse 3, in the Knowledge and Learning Center Computer Room. Residents will participate in an interview with the tax preparer and the quality reviewer. The process will take at least an hour to have the tax return prepared, reviewed, and printed. It will be e-filed later that day.
