Help is here to fi le your taxes
GOLDEN AGE FOUNDATION
IRS-certified volunteers are preparing and e-filing tax returns for full-year California residents. This free AARP program is sponsored by the Golden Age Foundation (GAF) and is available every Monday, Tuesday and Wednesday morning in The Knowledge and Learning Center in Clubhouse 3.
Appointments are required. Call 562-596-1987 and leave a name and telephone number. A volunteer will call back to schedule an appointment. The intake/interview sheet required for every appointment can be picked up at the Leisure World Library and completed prior to the appointment.
People should bring the following documents to appointment, if applicable:
• Social Security Card or 1099-SSA form for everyone on the return.
• Government issued or Leisure World ID.
• 1099 forms for interest, dividends, social security benefits, pensions and IRA distributions.
• 1099-B form and the cost of stocks and bonds that were sold in 2023.
• W-2 forms.
•1095-A form if medical coverage was purchased through Covered California.
• For itemized deductions, prepare and total a list of medical expenses, charitable contributions, taxes, mortgage interest, and other deductions. The total should exceed $5,363 for single filing or $10,726 married joint filing.
• Copy of a check for those who want their tax refund to be directly deposited into their bank account.
• Copy of 2022 federal and state returns Residents must be a full-year California resident and qualify to file as single or married filing jointly. The program cannot prepare returns that are out-of-scope. It cannot prepare returns with rental properties, a net loss from self-employment, or a sale of anything other than a California home, stocks, bonds, or mutual fund.
