Those filing must be a ….
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. The program cannot prepare returns that are out-of-scope or prepare returns for a rental property, a net loss from self-employment, sale of anything other than a California residence, stocks, bonds and mutual funds. An intake/interview sheet (Form 13614C) must be completed for each return that is prepared in advance.
The tax preparation room is in Clubhouse 3, in the Knowledge and Learning Center Computer Room. 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.
