Personal Finance & Tax

Wells Fargo & Co, Berkeley c1885
Wells Fargo & Co, Berkeley c1885

Free Tax Help

NOTICE: AARP Foundation Tax-Aide Sites Service Suspended Until Further Notice.

The AARP Foundation Tax-Aide tax assistance program came to a sudden halt in mid-March due to COVID-19. Regrettably, our counselors won’t be available to prepare tax returns until next year.

If you expect to owe taxes on your 2019 return, you should seek tax assistance elsewhere in time to file by July 15th. If you’re unsure as to whether you will owe taxes or not, in many cases your situation is likely to be the same as when you filed last year.

If you expect a refund on your 2019 tax return there is no penalty for filing a return with no tax due after the filing deadline. If you wish, we will be able to file both your 2019 and 2020 returns next February.

An excellent resource for information is earnitkeepitsaveit.org

Our counselors look forward to assisting you next year.

As coronavirus (COVID-19) developments change hour by hour, AARP Foundation is doing its part to flatten the curve of transmission. A top priority for us is ensuring we are protecting those most at risk, including our volunteers and taxpayers. Therefore, we are suspending AARP Foundation Tax-Aide services beginning March 16 until further notice. We will continue to assess whether we can open again in some or all sites for the remainder of the tax season and if the tax season is extended.

Tax and Personal Finance Resources

Central library provides state and federal tax forms during tax season.

Can't decide if you should file a 1040 or 1040-A?  Want to know if your retirement fund is safe? 

Whether you are a novice investor or a stock market expert, we have many resources to help with your Personal Finance and Tax questions.

In addition to a large collection of books, we provide free online access to Morningstar Investment Center and Tax and Investment ebooks available anytime, anywhere with your Berkeley Public Library card.

Financial Smarts

Tax Topics

Morningstar

Information on more than 30,000 stocks, funds, and other investment products. Also Includes independent analysis, industry information, stock charts, and portfolio building tools. Limited to one user at a time.

ReferenceUSA

Reference USA provides basic information on more than 24 million businesses and more than 262 million consumers in the US and Canada.

  • Search for jobs, location, and industry
  • Find new business opportunities
  • Research executives & companies worldwide
  • Track down addresses and phone numbers
  • Locate out-of-town companies
  • Profile a neighborhood, city or state

This video will show you more!

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California income tax forms and instructions are available here in ready-to-print, fill-out-and-print, and electronic filing options.

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Find and download tax forms for any state from this site. Please Note: Because of form types and restrictions, this site is not available from catalog only machines.

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Access free legal information including:

Accident Claims

Bankruptcy

Buying a House

Divorce

Getting a Green Card

Human Resources

Living Trusts

Patents

Personal Injury

Rental Agreements

Selling a House

Wills

Includes access to many full-text Nolo books!

Also, download and print free Federal and State legal forms.