Free AARP Tax Return Assistance for Seniors

Seniors can come get free tax assistance at the Carlsbad Senior Center every Tuesday and Thursday.

The free assistance is thanks to an AARP Tax-Aide program that provides the preparation of 2011 federal and California tax returns to low to middle income seniors, ages 50 and older.

Volunteers are fully trained and certified by the IRS to handle items most often found on seniors' returns, such as interest, dividends, capital gains, IRAs, pensions and annuities, Social Security, Railroad Retirement Board benefits and itemized deductions. Taxpayers with complex returns involving rental property, royalty or partnership income, depreciable assets, or significant foreign investments are advised to use the services of a paid tax professional. 

Make sure to bring with you:

• Copies of 2010 state and federal returns
• Aall 2011 Form 1099s, W-2s, year-end brokerage statements
• Any other information that relates to income, deductible expenses, cost basis for securities that were sold
• Estimated 2011 tax payments that were made

Call the number below for an appointment. Walk-ins are welcome from 10 a.m.-2 p.m.