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Community Notebook: Free tax help available throughout county

The elderly, low-income, limited English speakers can receive assistance

The Volunteer Tax Assistance Program is offering free tax preparation assistance for elderly, disabled, and low-income residents of Santa Clara County as well as anyone with limited English language skills.

There are nearly 40 sites countywide, including two in Palo Alto, where trained, IRS-certified volunteers can help prepare basic tax forms including the 1040EZ, 1040A and 1040 with certain schedules.

To qualify for the program, taxpayers need a valid Social Security or individual taxpayer identification number as well as a combined household annual income of less than $54,000.

Taxpayers must bring photo identification, such as a passport, driver's license or other government-issued identification card.

Other required documents include a Social Security card or individual taxpayer identification number, proof of income and expenses, a copy of last year's state and federal tax returns, a bank account number and routing number for direct deposit, household health coverage information as well as a landlord's name and contact information for anyone taking advantage of the California Renter's Credit.

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Assistance is available at the Mountain View Library on the second floor on Saturdays from 10:15 a.m. to 2:45 p.m., the Mitchell Park Library in Palo Alto on Saturdays from 10 a.m. to 3 p.m. and at the Santa Clara County Social Services Agency at 1879 Senter Road, No. 10 in San Jose on Thursdays and Fridays from 10 a.m. to 2 p.m.

There are dozens of other locations where free tax assistance is being offered. A full list is available here.

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Community Notebook: Free tax help available throughout county

The elderly, low-income, limited English speakers can receive assistance

Uploaded: Tue, Mar 20, 2018, 11:31 am
Updated: Thu, Mar 22, 2018, 8:43 am

The Volunteer Tax Assistance Program is offering free tax preparation assistance for elderly, disabled, and low-income residents of Santa Clara County as well as anyone with limited English language skills.

There are nearly 40 sites countywide, including two in Palo Alto, where trained, IRS-certified volunteers can help prepare basic tax forms including the 1040EZ, 1040A and 1040 with certain schedules.

To qualify for the program, taxpayers need a valid Social Security or individual taxpayer identification number as well as a combined household annual income of less than $54,000.

Taxpayers must bring photo identification, such as a passport, driver's license or other government-issued identification card.

Other required documents include a Social Security card or individual taxpayer identification number, proof of income and expenses, a copy of last year's state and federal tax returns, a bank account number and routing number for direct deposit, household health coverage information as well as a landlord's name and contact information for anyone taking advantage of the California Renter's Credit.

Assistance is available at the Mountain View Library on the second floor on Saturdays from 10:15 a.m. to 2:45 p.m., the Mitchell Park Library in Palo Alto on Saturdays from 10 a.m. to 3 p.m. and at the Santa Clara County Social Services Agency at 1879 Senter Road, No. 10 in San Jose on Thursdays and Fridays from 10 a.m. to 2 p.m.

There are dozens of other locations where free tax assistance is being offered. A full list is available here.

— Bay City News Service

Comments

Keith
Mountain View
on Mar 24, 2018 at 12:29 pm
Keith, Mountain View
on Mar 24, 2018 at 12:29 pm

Other sites for free tax help exist and could have been mentioned. The AARP Foundation has a service that provides free tax preparation called Tax Aide. AARP Tax-Aide is a 50 year old program and now has nearly 35,000 volunteers nationwide e-filing free returns for 2.5 million clients at 5,000 sites; it is the largest free tax service in the nation. The service is staffed with volunteers who are mostly retired and must take IRS training and an exam each year.

Tax Aide locally will do most straight-forward Federal and CA tax returns but cannot do tax returns that include rental property, AMT, complex K-1 forms, and out-of-state returns. All returns are filed electronically and the clients get paper copies for their records. The service strives to provide special attention to low and moderate income taxpayers who are over 50 but welcomes clients of all ages and has no income limits. You do not need to be an AARP member.

This service is available in Palo Alto at Avenidas at 4000 Middlefield Road on Fridays by appointment. Besides the Palo Alto site, there are nearby tax sites in Mt. View, Menlo Park, and Los Altos. Information on all sites nationwide can be found at--

Web Link

Appointments for the Avenidas site can be made by calling Avenidas at (650) 289-5400 during their regular M-F business hours.


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