Calendar

Mar 5

AARP Tax-Aide Program (in-person)

AARP Tax-Aide Program (in-person)


Mar 4

LightHouse is again partnering with AARP’s Tax-Aide Program to provide free tax filing support at 1155 Market Street this tax filing season. AARP will be at LightHouse HQ on Mondays and Thursdays from February 5 – April 11, 2024 and Wednesdays February 21 and 28 & March 13 and 27. 

Appointments are required and they can be made for 9:30 am, 11 am, and 12:30 pm. Appointments can be scheduled by leaving a voicemail at 415-694-7648 or completing the AARP Tax-Aide at LightHouse RSVP form.

This is open to anyone who needs support filing their federal and California state tax returns for the tax years 2023, 2022, 2021, and 2020. (note: each year requires a separate appointment and we will only be completing 2023 tax returns in February). There is no requirement based on age, income level, or San Francisco residency.

Please bring with you:

  • Your tax paperwork you’ve received in the mail
  • A copy of your social security card
  • A copy of your photo ID
  • If you are eligible for a refund and would like it deposited directly into your account, please bring a voided check. If you do not have a voided check, your refund check will be mailed to you via USPS.

Out of Scope:

If any of these situations apply to you, you may be out of scope for AARP. If you think that you are out of scope, please feel free to call us so that we can confirm.

  • If you do not have health insurance, we cannot prepare your tax return. Apologies, but this is due to the California mandate that requires everybody to have health insurance, which results in tax complications.
  • If you have tax deductible contributions to an HSA account, we cannot prepare your tax return. This is due to the differences in Federal and California tax law and is complicated.
  • If you have rental income, we cannot prepare your tax return.
  • If you are in a civil union or married filing separately, we cannot prepare your tax return. This is due to the differences in Federal and California tax law.
  • If you’re self-employed, and want to declare your health insurance premiums as an expense, and are receiving premium tax credits (via CoveredCA), we cannot prepare your tax return.
  • If you have rental property, we cannot prepare your return.
  • If you have a dependent child with unearned income subject to the “Kiddie Tax”, we cannot prepare your return.
  • If you are self-employed and, due to the pandemic, you deferred paying your Self-Employment tax, have a PPP loan, or took Covid sick leave, we cannot prepare your return.
  • If you own a business with employees and/or inventory, we cannot prepare your return.  You would be wise to hire a professional tax preparer.
  • If you have hobby income or not for profit activity, we cannot prepare your return.

There are some specific requirements and not all taxes will be able to be completed by AARP volunteers; these will be addressed when the appointments are made.

If you have any questions, please call 415-694-7648 or email info@lighthouse-sf.org

The events for the upcoming week are read aloud on our event hotline every Friday, which can be accessed by calling 415-694-7325. For more information about visiting the Adaptations Store, head to our shop page.

The LightHouse is scent-free. Please abstain from wearing colognes, perfumes, or other scented products. Additionally, coffee must be securely lidded at all times and citrus should not be peeled on the premises. Thanks for supporting our efforts to respect chemical sensitivities!

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