Tax Help

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Tax Help

Civic Center Library

Free on-site income tax help on Thursdays, 10 a.m. – 3 p.m., from specially-trained AARP volunteers is available from until April 13 at the Civic Center Library. To find an AARP Tax-Aide site near you, visit AARP Tax or call toll-free (888) 227-7669. 

All available appointments are currently filled. A Sign-In Sheet for Drop-Ins will be in the lobby of Civic Center Library at the podium near the front entrance each Thursday morning. (The Sign-In Sheet can be accessed when the café opens at 7 a.m.) Drop-ins may be seen after AARP volunteers help those with appointments first. Unfortunately, there is no guarantee that volunteers will have time to help everyone who signs the Drop-In Sign-In Sheet. If and when a volunteer calls your name from the drop-in list, you must be present and have all necessary paperwork with you. Call (925) 373-5505 for further information.

Please bring the following documents:

•  A copy of last year’s tax return
•  W-2 from each employer
•  All 1099 forms
•  All forms indicating federal and state income tax paid
•  Unemployment compensation statements
•  Dependent care provider information
•  Forms and receipts for itemizing deductions
•  The cost of any stocks or bonds sold in 2016
•  Social Security numbers for yourself and all dependents

Other Local Free Tax Help

LARPD | Tuesdays, (runs 2/7 - 4/11) 11 a.m. - 4 p.m.  Recreation Building - Fiesta Room or Palo Verde Room.  Call the Senior Services office at (925) 373-5760 to schedule an appointment.  No service 4/4.

Tri-Valley One-Stop Career Center | Wednesdays in Dublin, call (925) 560-9431 for appointments.

Pleasanton Public Library | Tri-Valley One-Stop Career Center will be at the Pleasanton Public Library on Saturdays.  Call (925) 931-3400 for appointments. Starts January 25th.

2016 Tax Forms & Publications

Form 1040-EZ Instructions, Tax Return for Single and Joint Filers With No Dependents
Form 1040-A Instructions, U.S. Individual Income Tax Return
Form 1040 Instructions, U.S. Individual Income Tax Return
Schedule 8812 Instructions (Form 1040A or 1040), Child Tax Credit
Schedule A Instructions (Form 1040), Itemized Deductions
Schedule C Instructions (Form 1040), Profit or Loss From Business (Sole Proprietorship)
Schedule D Instructions (Form 1040), Capital Gains and Losses
Schedule E Instructions (Form 1040), Supplemental Income and Loss
Schedule F Instructions (Form 1040), Profit or Loss From Farming
Schedule H Instructions (Form 1040), Household Employment Taxes
Schedule J Instructions (Form 1040), Income Averaging for Farmers and Fishermen
Schedule R Instructions (Form 1040A or 1040), Credit for the Elderly or the Disabled
Schedule SE Instructions (Form 1040), Self-Employment Tax

If you need more time to file your taxes, please see the links below for details:
Filing a federal tax extension

Filing a California tax extension

Internal Revenue Service

Forms and Publications from the IRS
Free Tax Return Preparation for Qualifying Taxpayers

Phone Numbers
1-800-829-3676   Forms
1-800-829-1040   Help
1-800-829-4059   TDD

Local Offices
185 Lennon Lane
Walnut Creek, CA 94598
925-974-3898

1301 Clay Street
Oakland, CA 94612
510-907-5000

California Franchise Tax Board

Forms and Publications

Phone Numbers
1-800-338-0505   Forms
1-800-852-5711   Help
1-800-822-6268   TDD

Local Office
1515 Clay Street, Suite 305
Oakland, CA 94612
(no phone service)