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Tax Counseling

Need help?  Call (831) 655-1334 or(831) 758.4011 or FAX (831) 655-8781

TAX SITES: CLOSED UNTIL MAY 4TH

The Alliance on Aging is temporarily closing all of our TAX PREP sites and tax activities throughout the Monterey County until May 4th.  Updates will be posted in our website on a regular basis.  Questions?  Please call (831) 655-1334 for info.

  • Click here for latest updates on filing extensions.
  • (New): IRS issues warning:  Be on the lookout for a surge of calls and email phishing attempts about COVID-19, click here.

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:  $1,200 Stimulus Check

The Economic Impact Payments will be distributed automatically to most people in April. Eligible taxpayers who filed tax returns for 2019 or 2018 will receive the payments automatically. Automatic payments will also go in the near future to those people receiving Social Security retirement, survivors or disability benefits and Railroad Retirement benefits.

  • Are you eligible Click here to find out.
  • (New): IRS launches new web tool to help non-filers register for Economic Impact Payments.  If you did not file last year, you may still qualify.  Click here to learn how.

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.

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