Legal/Finances

 

Legal Aid, Wills and Notary Public
Wednesdays
9 a.m. to 11 a.m.
DEBB
Seek advice on living trusts and wills, durable power of attorney for health decision and general legal advice.
Please call 760 480-0611 to register.

Income Tax Assistance Program
DEBB
The Senior Service Council of Escondido offers individual income tax preparation during tax season,
February through mid-April. The service is provided on a first-come-first-served basis on Mondays, Tuesday,
and Fridays from 9 a.m. to 3 p.mNo appointment necessary. IRS Help

SEE SPECIAL ITEMS INSTRUCTIONS BELOW!

Income Tax Problem Assistance Program
Thursdays
9 a.m. to 11 a.m.
DEBB
If you received a letter from the IRS or the California Franchise Tax Board or have yet to file your current year or
prior year tax return, we will help you respond to the letter or file your return. This service is available from July until
November 19th.Please call 760 480-0611 for an appointment.

Job Referral Service
Thursday
10 a.m. to 12 noon.
DEBB
Job Referral will help connect seniors who want to work with seniors who need some help.

Our workers tend to be less expensive, more dependable and come with references!
No appointment necessary.

 

THINGS TO BRING WITH YOU FOR TAX PREPARATION

Social Security cards for every person on return or Letter with SS# from the social security administration

Picture ID for tax payer and spouse

 

If you are married, you must bring your spouse.

 

A copy of last year’s tax return

 

Income

-W-2 form from each employer

-Unemployment compensation statement (W2-G)

-Social Security form if receiving social security benefits (SSA-1099)

-Pension or annuity forms (1099-R)

-All forms showing interest, dividends (1099-INT, 1099-DIV)

-Capital Gains Distribution (1099-B)

 All stock sales require purchase date and cost (basis) of stock

-All records regarding any other income received (1099 Misc. business)

 

Any form that indicates that you paid federal or state taxes

 

Child care provider name, Identification number, amount paid

Educational expenses, 1098T, Student interest payments

 

All receipts or cancelled checks for items for itemized deductions (Schedule A)

-Mortgage Interest

-Real Estate Taxes

-Bill from the DMV for auto license fee

-Summarized list of medical, dental and vision expenses, mileage to/from

Summarized list of Charitable Contributions

-Union dues, tax prep fees, uniform expenses

 

Amount and date of estimated tax payments made, if any.

 

*Dorothy E. Boeger Building (DEBB).

logo-1
logo-1
logo-1
logo-1