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Tax Counseling

Got a question?  Call us at (831) 655-1334

 

(New) We Are Now Accepting Tax Appointments

We are now accepting tax appointments online.

  • To schedule an appointment, CLICK HEREWe request that you be patient as you wait for your call back.
  • Our  program serves people age 60 years & older. 
  • Tax assistance is provided at no cost, in English and in Spanish.

Questions?  Call (831) 655-1334.

(NEW) IRS EXTENDS TAX DEADLINE TO MAY 17TH

On March 17, IRS announced that the new tax deadline for Federal individual tax returns has been extended to May 17 (instead of April 15th).  NOTE:  The May 17 deadline does not apply to State income tax.  Additional guidance will be provided by the IRS in the coming days.

What does this mean?

  • Individual taxpayers can postpone federal income tax payments for the 2020 tax year due on April 15 to May 17, 2021, without penalties and interest, regardless of the amount owed. This postponement applies to individual taxpayers, including individuals who pay self-employment tax.
  • Penalties, interest and additions to tax will begin to accrue on any remaining unpaid balances as of May 17, 2021.

For more information on the May 17 deadline, click here.  IRS general info, click here.

For information about the Economic Impact Payments, click here.

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

Filing a tax return
On February 12, taxpayers who earned $72,000 or less in 2020 can file for their taxes 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 FormsThese are the electronic version of IRS paper forms. Either way, everyone has a free electronic filing option.

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  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.

 

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