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Tax Counseling

Need help?  Call (831) 646-5049  FAX (831) 655-8781

Here are a few things that people can do with a quick visit to IRS.gov.

Filing a tax return
Taxpayers who earned $69,000 or less in 2019 can file using free brand-name tax software with IRS Free File. People who earned more and want to do their own taxes can use Free File Fillable Forms. These are the electronic version of IRS paper forms. Either way, everyone has a free electronic filing option.

The deadlines to file and pay 2019 federal income taxes are postponed to July 15, 2020. If they need more time to file taxpayers can use IRS Free File through July 15 to electronically request an automatic extention to file until Thursday, October. 15. Taxpayers should remember that an extension of time to file is not an extension of time to pay. Penalties and interest may apply to taxes not paid by July 15.

Taxpayers can choose to get an extension by paying all or part of their estimated income tax due and indicate that the payment is for an extension using Direct Pay, the Electronic Federal Tax Payment System, or a credit or debit card. This way they won’t have to file a separate extension form and will receive a confirmation number for their records.

Pay taxes online
Taxpayers can file now and schedule their federal tax payments up to the July 15 due date. They can pay online, by phone or with their mobile device and the IRS2Goapp. Electronic payment options are the optimal way to make a tax payment to support social distancing and speed the processing of payments. This includes IRS Direct Pay, electronic funds withdrawal, and payment by debit or credit card.

View federal tax information online
Taxpayers can go to IRS.gov/account and securely access information about their federal taxes. They can access their tax records, review their payment history, and view tax return information for the current year’s tax return as originally filed.

Get answers to tax questions
The Interactive Tax Assistant tool can help taxpayers get answer many tax questions.

WHAT IS THE TAX COUNSELING PROGRAM?

The Alliance on Aging’s Tax Counseling for the Elderly (TCE) Program has been serving clients since 1980. Our IRS-certified staff and volunteers operate the program between February 1 and April 15 each tax season, and help clients with “off-season” inquiries and tax issues.

Eligibility and assistance:

  • Aged 60-plus, blind, or disabled
  • Low to moderate income
  • NO COST tax filing assistance with federal and state tax forms
  • Counseling is conducted individually and confidentially
  • Services are provided in English and Spanish
  • Appointments are available at sites throughout the county

What do I bring to my appointment?

  • Form W-2 “Wage and Tax Statement”
  • Form 1099 for such things as dividends, distributions from pensions, annuities, I.R.A., sale of stocks, etc.
  • A photo ID
  • Your Social Security Card
  • Your prior year tax returns

For questions about your taxes, contact Tax Program Coordinator at 831.655.1334.

In Memoriam: Sarah Martinez Guzman (Mar 31, 2020)

The Alliance on Aging is saddened by the sudden loss of our beloved colleague, friend and tax program coordinator, Sarah Guzman.  Sarah was the force behind our Tax Counseling program for the past ten years.  She worked tirelessly to help older adults with tax services.  Sarah was a beacon of support for many seniors, especially non-English speakers, helping them to ensure their taxes were filed timely and properly.  The tax program grew under Sarah’s leadership as she recruited and trained dozens of volunteers throughout the years.  Many returned each year to assist her.  Everyone who has met or worked with Sarah commented on her radiant personality, zest for life and strong work ethics.  Sarah will be missed by all.

TAX VOLUNTEERS NEEDED 

Want to make a difference in a seniors life?  Become a TAX VOLUNTEER.  Each year, AOA partners with the IRS and the CA Franchise Tax Board to provide FREE, no cost tax assistance to hundreds of Monterey County seniors.  Interested?  Call (831) 655-1334 or click here  for more information.

 

Earned Income Tax Credit:

The Earned Income Tax Credit is a benefit for working people with low to moderate income.  Earned income is available for seniors under age of 65 as of December 31, 2019.

Taxpayers reaching the age 65 on January 1st are still considered to be 64 as of December 31st

You must have earned income to qualify for this credit.

Your earned income and AGI must be less than:

■ $49,194 ($54,884 for married filing jointly) if you have three or more qualifying children,

■ $45,802 ($51,492) for married filing jointly) if you have two qualifying children,

■ $40,320 ($46,010 for married filing jointly) if you have one qualifying child, or

■ $15,270 ($20,950 for married filing jointly) if you don’t have a qualifying child.

Additional Resources:

It’s time for paycheck checkup.  Get tax help from the IRS site www.irs.gov/ withholding for the following :

Following tax law changes, you should do a paycheck checkup using the IRS’s Withholding Calculator and, if necessary, complete a new  W-4 form. The calculator helps determine the right amount of withholding.

You should check if you:

  • Are a two-income family.
  • Have two or more jobs at the same time or only work part of the year.
  • Claim credits like the child tax credit.
  • Have dependents age 17 or older.
  • Itemized deductions in 2019.
  • Have high income or a complex tax return.
  • Have a large tax refund or tax bill for 2019.

More IRS Helpful Info

Retirees can avoid surprise tax bills by adjusting the tax taken out of pension payments; A #PaycheckCheckup with the #IRS Withholding Calculator can help: www.irs.gov/withholding

Retired? Make sure you’re paying in enough tax for 2019 by using the #IRS Withholding Calculator to do #PaycheckCheckup now. www.irs.gov/withholding

With tax reform changes, #IRS urges retirees to do #PaycheckCheckup make sure they are paying in enough tax during the year. www.irs.gov/withholding

The #IRS Withholding Calculator can help those who receive pension or annuity payments on a regular schedule perform a #PaycheckCheckup to avoid a surprise tax bill. www.irs.gov/withholding

Retirees receiving pensions or annuities: Visit #IRS Withholding Calculator to do a #PaycheckCheckup to avoid surprise tax bills. www.irs.gov/withholding

If you’re retired use the #IRS Withholding Calculator to see that you’re paying the right amount after tax reform. #PaycheckCheckup. www.irs.gov/withholding

 

Why Choose Direct Deposit?
Social Security and Your Taxes

U.S. Internal Revenue Service
California Franchise Tax Board