Personal Finance & Tax

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

South and West branches provide free Tax Assistance.  More information on local tax support is in our Community Resources database.

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 from NOLO available anytime, anywhere with your Berkeley Public Library card. 

 

 

 

Financial Smarts

Tax Topics

photo of AARP tax aide giving assistance to clients

Free tax preparation help to all ages regardless of income provided by AARP volunteers beginning in February at the SOUTH and WEST Branches of the Berkeley Public Library. Both branches will start taking appointments starting January 26, 2015. For appointments and questions call South Branch at 510-981-6260, or West Branch at 510-981-6270. For more information go to the full record.

 

Visit the AARP website for a list of documents you will need to bring if you have made a Berkeley Public Library tax appointment with an AARP Tax-Aide.

 

Visit the IRS website to view and download tax forms.  For mail delivery of IRS tax products click here.

 

Visit the California Franchise Tax Board for information about state tax forms.

 

New this year: the IRS will no longer send tax instruction booklets to the library. They must be ordered by the tax payer directly. To download or order for mail delivery, visit the IRS website or call 1-800-829-3676.