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AARP Foundation Tax-Aide - 211 San Joaquin | Get Connected. Get Help.

AARP Foundation Tax-Aide

Agency: AMERICAN ASSOCIATION OF RETIRED PERSONS (AARP)

  • Description:

    Provides free tax preparation assistance by trained and IRS-certified volunteers to prepare basic tax returns for seniors. Last day to file tax is Tuesday, April 15, 2025.

    • Phone:

    Email: taxaide@aarp.org
    Website: https://taxaide.aarpfoundation.org/

    Program Hours

    Location(s)

    Stockton - Oak Park Senior Center - East Fulton Street

    • Accessibility: Potential limitations to access – call for information
    • Address: 730 East Fulton Street, Stockton, CA 95204

    Lodi - LOEL Senior Center - South Washington Street

    • Accessibility: Fully accessible to individuals using mobility aids
    • Address: 105 South Washington Street, Lodi, CA 95240

    Program Delivery

    • Eligibility: Must be 50 years of age or older earning $84,000 or less annually
    • Languages: English
    • Application Process: Call site to schedule an appointment
    • Program Fees: Free
    • Required Documents: • Proof of identification (photo ID) • Original Social Security cards for you, your spouse and dependents • An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse and your dependents if you do not have a Social Security number • Proof of foreign status, if applying for an ITIN • Birth dates for you, your spouse and dependents on the tax return • Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers • Interest and dividend statements from banks (Forms 1099) • Health Insurance Exemption Certificate, if received • A copy of last year’s federal and state returns, if available • Proof of bank account routing and account numbers for direct deposit such as a blank check • To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms • Total paid for daycare provider and the daycare provider's tax identifying number such as their Social Security number or business Employer Identification Number • Payments made that can reduce tax liability (Form 1098-S) • Forms 1095-A, B and C, Health Coverage Statements • Copies of income transcripts from IRS and state, if applicable

      • Service Area

    • Defined Coverage Area: San Joaquin County