FREE INCOME TAX PREPARATION THRU THE IRS TCE
(Tax Counseling for the Elderly

Senior Service Council Escondido: offers assistance on tax returns from, Internal Revenue Service or California Franchise Tax board. Need an amendment to your return? Did you receive a letter from the IRS or the FTB? Have yet to file your current or prior year tax return? We will help you respond to the letter and/or file your return. For low to moderate income taxpayers.

Summer Tax Prep June 30 -Oct 13 
Thursdays 9:00 – 12:00 By Appointment Only
 

ITEMS YOU MUST BRING TO DO YOUR TAXES

  • Social Security Cards for every person on return
    (a 1099 SSA, a letter w/your SS# from SSA Admin, last years accepted return may be acceptable)
  • Picture ID for taxpayer and spouse. Married? Both must be present

ADDITIONAL ITEMS YOU MIGHT NEED TO COMPLETE YOUR RETURN

  • A copy of last years return.
  • A paper check with account and routing #s for refund direct deposit
  • Income:
    • W-2 form from each employer
    • 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)
    • Unemployment statement (1099-G)
    • Capital Gains/Brokerage statements (1099-B)
      All stock sales require purchase date and cost(basis) of stock
  • All records regarding any other income received (1099 MISC, business)
    • Gambling winnings (W2-G)
    • Form 1095-A if you bought health insurance through Covered CA
    • Child Care provider name, Tax Identification number, amount paid
    • Educational expenses, 1098T student loan interest payments
  • Itemizing deductions? (Schedule A) Bring Receipts or statements for:
    • Mortgage Interest
    • Real Estate Taxes. Sales tax paid for big ticket items purchased
    • Bill from DMV (vehicle license fee only is deductible
    •  Summarized list of medical, dental, and vision expenses, mileage to/from
    • Summarized list of Charitable contributions, mileage 
    • Union dues, tax prep fees, uniform expenses
  • Amount and date of estimated tax payments made, if any
  • Anything else you think may be applicable…