Income Tax Form Assistance

Get help with your annual tax return forms.

Required Information

Please bring the following information to your appointment.

  • Picture Identification
  • Copy of your last year’s tax returns.
  • Social Security Cards for all people listed on return.
  • W-2 forms for wages.
  • Forms including:
    • 1099-INT (interest)
    • 1099-DIV (dividends)
    • All 1099-R (re- tirement)
    • SSA-1099 (Social Security Benefit Statement)
    • All 1099-B (stock sales) You must have the basis (what you paid) for all sales including mutual funds. Call your broker
    • 1099-G (gambling win- nings)
    • RRB-1099 (railroad retirement)
    • any other 1099 forms.
  • Forms reporting income such as jury duty, election work, alimony, etc.
  • Medical expenses.
  • For age 65 or older, property tax bill and/or rent receipts.

Tax time once again!

If you have a complex return, check with the center before making an appointment.

Some returns are out-of-scope for volunteer assistants.

Appointments

Appointments can be made starting January 2015.

Please make appointments through the following centers:

Barelas Senior Center

Atlantic & Stover Rooms

Available from 8:30 a.m. to 2 p.m. on Mondays and Wednesdays from Feb. 2 to April 15.

First-come, first served - no appointments accepted or needed.

View center information.

Bear Canyon Senior Center

Rooms 3 & 4

Available 8 a.m. to 3 p.m. on Tuesdays from Feb. 3 to April 14.

Appointments Required.

View center information.