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Get help with your taxes

Monday, February 18th, 2013 | Posted by

Here are three free options for people needing help filing their Federal and California State tax returns in Cloverdale.

Wednesdays until April 10 – 4:30 p.m. – 6:30 p.m.
Cloverdale Library, 401 N. Cloverdale Blvd. – Sponosored by AARP
No appointment necessary. Individuals seen on a first-come, first-served basis. All ages welcome.

Thursdays until April 11 – 11 a.m to 1:30 p.m.
Cloverdale Senior Center, 311 N. Main Street – Sponsored by AARP
No appointment necessary. Individuals seen on a first-come, first-served basis.

Monday through Friday until April 12 – By appointment
Cloverdale Alliance for Financial Education (CAFÉ) at 129 N. Cloverdale Blvd., Suite 11 – Sponsored by the United Way
Individuals or families in low-to-moderate-income households with earnings up to $50,000 in 2012 can make appointments by calling either 2-1-1 or 800.325.9604.

In all cases, items to bring to the appointment include:

*  Photo ID of the person filing the return

*  Social Security cards or ITIN for tax payer, spouse and all dependents

*  Dates of birth for family members

*  Documentation of income:

*  W-2 forms for all jobs

*  1099 forms and other income forms (Ex. Self Employment – 1099-Misc; Interest Income – 1099-INT; Unemployment – 1099-G; Social Security)

*  Voided check for direct deposit

ü  Previous year’s tax return, if available

ü  Other documents:

  • Name, address and phone number of landlord (if you rent)
  • Child care expenses – documentation of expenses plus provider’s name, address, tax ID
  • Education expenses – tuition and books; student loan interest
  • Medical costs
  • Business expenses
  • Brokerage statement on any stock sold
  • Mortgage and Property Tax information

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Mary Jo Winter is our Cloverdale correspondent.
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