FREE Tax Preparation
Centro San Juan Diego in collaboration with the AARP Foundation offers free tax preparation. Our team of reliable, IRS accredited, volunteers is here to help you!
Tax Preparation
Bring ALL documents
that apply to your tax declaration
- Copy of last year’s income tax return(s)
- Social Security cards, ITIN cards or letters, or other official documentation for taxpayer, spouse and all dependents
- Official picture ID of taxpayer & spouse
- W-2 forms from each employer
- Unemployment compensation statements
- SSA-1099 form if you were paid Social Security benefits
- Dependent care provider information (name, employer ID, Social Security number)
- All receipts or canceled checks if itemizing deductions
- Checkbook or blank check if you wish to direct deposit any refund(s)
- All 1099 forms reporting interest (1099-INT), dividends (1099-DIV), proceeds from sales (1099-B), as well as documentation showing original purchase price of sold assets
- 1099 forms related to continuing education
- 1099-MISC form showing any miscellaneous income
- 1099-R form if you received a pension or annuity
- Forms 1095-A, 1095-B, and 1095-C reporting your Affordable Care Act Health Insurance
- All forms indicating federal income tax paid
Download the list of documents below.
