AARP Tax Assistance – Tax Year 2025
All AARP tax appointments are currently filled. For assistance in finding another location, please call AARP at 1-800-775-6776.
Due to a construction project, the San Marcos Senior Center is temporarily closed. AARP tax assistance appointments are being held at:
San Marcos Community Center
3 Civic Center Drive
San Marcos, CA 92069
Appointment Information
- Tax returns are prepared by AARP-trained volunteers.
- To schedule an appointment, call 760-744-5535 and leave a voicemail with your name and contact information. Calls are returned in the order received.
- Senior Center staff will continue to schedule all appointments during the closure.
- Appointments are offered Wednesdays and Thursdays from 9:00 a.m. to 1:30 p.m., beginning February 5 and ending April 15.
- Appointments are scheduled for 30 minutes but may take up to two hours depending on the complexity of the return and volunteer availability.
- Only one tax return (federal and California) can be prepared per appointment.
- If more than one return is needed, a separate appointment is required for each return.
- Both the taxpayer and spouse must be present during tax preparation.
Required Documents (Bring to Your Appointment)
- Completed intake packet - Intake/Interview packet(PDF, 681KB)
- A copy of your 2024 tax return.
- All 2025 tax documents, including but not limited to: W-2, 1099-SSA, 1099-INT, 1099-R, 1098, 1095-A, 1099-B, 1099-DIV, broker statements, and California tax documents.
- If you have broker statements, do not schedule an appointment before March 1, 2026.
- Social Security card or U.S. Visa, Green Card, or ITIN for yourself and all individuals listed on the return.
- Photo ID (driver’s license or state-issued ID) for all taxpayers listed on the return.
- Tipped employees: bring final paystub for the year showing tip income and documentation of cash tips.
- Employees paid overtime: bring final paystub for the year or documentation from your employer showing qualified FLSA overtime.
Cancellations and Questions
- To cancel or reschedule your appointment, call 760-744-5535.
- Senior Center staff can assist with scheduling but cannot answer tax-related questions.