Tax Forms & Assistance

The Library provides access to state and federal tax forms, as well as on-site tax help with trained Tax Aide volunteers at some locations.

Forms & Information

A limited quantity of the most popular tax forms are available at Sonoma County Library locations. Branches may not offer this service because of space limitations or because the forms have not been made available by the IRS or the State of California Franchise Tax Board. Please call your local branch to check availability.

Tax forms and information from federal and state agencies can be obtained online. Printouts of forms/instructions can be made by patrons on library computers. Charges for printing apply. Choose one of the following options and follow the instructions at each site to download forms:

Other Sources for Forms & Information:

Tax deadlines have been extended for both the State of California and the Federal government.

California

California tax deadline now June 15: https://www.ftb.ca.gov/about-ftb/newsroom/news-releases/2020-2-more-time-to-file-pay-for-california-taxpayers-affected-by-the-covid-19-pandemic.html

Tax forms by mail: (800) 338-0505 or email through this link.
Tax information: (800) 852-5711

Federal

Federal tax information on the coronavirus: https://www.irs.gov/coronavirus

Tax forms by mail: 800-829-3676
Tax information: 800-829-1040, 800-829-4059 (TDD), 800-829-4477 (TeleTax)
Tax form pick-up locations: 707-535-3859
IRS Taxpayer Advocate Service: (510) 907-5269

Tax Help at the Library

Beginning February 4, 2020, Sonoma County Library will host income tax return preparation for qualified residents at several of our locations. The Library partners with AARP and the IRS to provide this free service. AARP Tax Aide volunteers, who are certified by the IRS, will prepare both federal and state returns for people of all ages within the limits of their skill and training. Virtually all tax returns will be prepared using computers and will be filed online.

Customers are asked to bring all applicable paperwork. Plan to stay a while—tax filers must stay through the entire preparation process. Customers interested in receiving assistance should bring:

  • Social Security Card & Photo ID for taxpayer and all dependents
  • Your 2018 tax return
  • All your income statements for 2019:
    • W-2s
    • SSA 1099 from Soc. Sec.
    • 1099-R statements
    • Investment 1099-INT, -DIV and -Bs
    • Property tax statement
    • Education receipts
    • Child care statements
    • Unemployment statements
    • Proof of medical insurance
  • Initial cost if you sold stock this year
  • Expenses if you itemize
  • Sales receipts if you bought a house, car or energy efficient material for your home
  • Checkbook for direct deposit
  • Any other income or expense documents

Tax assistance will be available at the times and locations listed below

Healdsburg Library

Assistance will be offered on a first come, first served basis.

  • Wednesdays, February 5 - April 15, from 10:00am - 3:00pm

Rincon Valley Library

Assistance will be offered on a first come, first served basis. All ages welcome. No appointment required. Free!

  • Every Friday, February 7 - April 10, from 1:00pm - 5:00pm

Sonoma Valley Library

By appointment only. Make one-hour appointment though the event calendar or by calling the branch.

  • Tuesdays, February 4 - April 14, from 10:00am - 2:00pm
  • Fridays, February 4 - April 14, from 10:00am - 2:00pm

Please contact your local branch or check the branch calendar for up-to-date schedules.

Free Tax Help Across Sonoma County

United Way - EarnIt! KeepIt! $aveIt! Program

Get your taxes prepared for FREE by certified preparers. Community tax sites open January through April. Schedule an appointment near you! For more information: United Way of the Wine Country

EarnIt! KeepIt! $aveIt! Sonoma Tax Sites

  • Sonoma: 800-325-9604
  • Mendocino/Lake: 707-467-3236
  • Humboldt: 707-441-1001
  • Del Norte: 707-464-3069, ext. 208

AARP FOUNDATION Tax Aide Program

As mentioned above, the AARP Foundation Tax Aide program offers free tax help at sites around the county. Since 1968, this volunteer-based program has helped nearly 50 million low- to moderate-income taxpayers.

File Taxes for Free

Earn $66,000 or less in 2018? You can file your taxes for free online! File both your state and federal taxes with www.MyFreeTaxes.com which is a partnership among United Way, Goodwill and Walmart.

Taxes & Accessibility

Hundreds of the most popular federal tax forms and publications are available for download from irs.gov for sight impaired individuals. These products range from talking tax forms to Braille formats, and are accessible using screen reading software, refreshable Braille displays and voice recognition software. Accessible Forms and Publications.

The IRS also offers customer service assistance for persons who are deaf or who have hearing disabilities. People with TTY equipment may call 800-829-4059, which is a toll-free number, for assistance.

People who are unable to complete their tax return because of a physical disability may get assistance from an IRS office, or through the Volunteer Income Tax Assistance Program (VITA) sponsored by IRS. Taxpayers can find a nearby location by calling 800-906-9887.

Publication 907, Tax Highlights for Persons with Disabilities, explains the tax implications of certain disability benefits and other issues, and is available at irs.gov.

To learn more, visit irs.gov and click on the word "accessibility."

For more information on the AARP Tax Assistance Program, or to view additional locations, please click here.