Marin County AARP Tax-Aide  2024

Marin County’s 2024 AARP Tax-Aide Services

Free Income Tax Assistance Preparation and e-filing for low & middle income taxpayers

                           By appointment only.   Please contact your preferred site for appointment.

   Email is the best way to reach us. If you must call be sure to leave your full name and contact information.

IMPORTANT- DO NOT CONTACT MORE THAN ONE SITE FOR AN APPOINTMENT

BEFORE MAKING AN APPOINTMENT, PLEASE CHECK OUR SCOPE LIMITATIONS TO ENSURE WE CAN PREPARE YOUR RETURN.   In addition, please note that we cannot prepare Federal or CA tax returns for taxpayers who are (1) part-year CA residents; (2) registered in CA as Domestic Partners; (3) eligible for Electric Car or Solar Energy Credits; (4) eligible for the mortgage interest credit; or (5) have sold virtual currency 

Click here to see Scope Limitations

Marin Site List and Schedule (click to download)

Here are forms you can download, print and fill out ahead of time:

(Don't worry if you can't complete these forms ahead of your appointment. We will provide copies for you to complete when you arrive.)

CLICK HERE FOR FILLABLE INTAKE BOOKLET 

CLICK HERE FOR SPANISH INTAKE FORM 

CLICK HERE FOR MARIN SUPPLEMENTAL WORKSHEET 

CLICK HERE MARIN SUPPLEMENTAL WORKSHEET (SPANISH) 

IF YOU PLAN TO ITEMIZE PLEASE COMPLETE THIS FORM

SELF-EMPLOYMENT WORKSHEET TO COMPLETE IF YOU ARE SELF-EMPLOYED

IF YOU HAD EDUCATION EXPENSES FOR YOURSELF OR YOUR DEPENDENT PLEASE FILL OUT THIS WORKSHEET 

What to bring:

» A copy of your 2022 Tax Return

» Picture ID, plus Social Security Cards or ITIN’s for self, spouse, and dependents

» Social Security numbers for child care providers and alimony recipients

» Any and all W-2 Forms

» All Forms 1099 Social Security, pension, interest, dividends, stock/bond sales, & IRA distributions, unemployment, etc.  Cost basis of stocks and other investments sold.  This includes 1099 SSA, K, NEC, DIV, INT, MISC and others.

» All forms 1095 & 1098 e.g. Mortgage Interest, Tuition. Health insurance coverage information for taxpayer, spouse & dependents.

» Checkbook or bank account and routing numbers for direct deposit  (we do not have access to last year's numbers)

» To itemize, bring your list of paid property taxes, medical bills (totaled), charitable contributions (totaled) and mortgage interest.   

          PLEASE REMOVE ALL ITEMS FROM ENVELOPES BEFORE YOUR APPOINTMENT