Masks are required. People will ….
Masks are required. People will be interviewed on the patio of Clubhouse 3 outside of the Knowledge and Learning Center across from the LW Library.
After the interview, clients will be asked to wait in their cars or in an adjacent area while returns are being prepared and quality reviewed. After the return is completed, the GAF tax preparer will review the return with the client and secure his or her signature on the documents to allow for e-filing returns.
The following records should be brought to the appointment, if they are applicable:
• Social Security card
• Government issued ID or Leisure World photo ID
• Copy of 2019 and 2020 Federal and State returns
• Forms W-2
• Forms 1099 for interest, dividends, pensions, Social Security benefits, sales of stocks
• Healthcare Subsidy Forms 1095A/CA 3895 if you had medical insurance covered through California (Covered California).
• Letter 6475 from IRS showing the amount of 2021 Economic Impact Payment
• Amount of California Golden State Stimulus I and II Payment(s) received
• Copy of a voided check for those who want refunds to be direct debited to a checking account GAF tax preparers cannot handle returns that are out-ofscope for the program, including those with rental property; self-employed status with a net loss or expenses exceeding $35,000; and the sale of anything other than California residence, stocks, bonds and mutual funds.
To qualify, people must be residents of California for the full year; if married, they must file Married Filing Jointly.
