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.
Tax Preparation June 15 to October 12, 2023:
Thurs 9:00 to 12:00 Noon
Call 760-480-0611 to make an appointment,
or click the link below to make your own:
https://www.supersaas.com/schedule/SSCE_tax_prep/SSCE_summer_tax_schedule
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…J
