Tax Forms / Help  
 
Refund
Tax forms are not available at the Santa Clara City Library. The following information is provided for the convenience of library patrons and visitors to the Web site.
 
TAX FORM AVAILABILITY

Print/Download from the Web*:

    Federal: http://www.irs.gov/formspubs/index.html

    http://www.unclefed.com/IRS-Forms/index.html

    State: http://www.ftb.ca.gov/forms/index.html

    All states : http://www.taxadmin.org/fta/link/forms.html
    http://www.sisterstates.com
 

*NOTE: To view or print tax forms, Adobe Acrobat must be installed on your computer. It is available free at: http://www.adobe.com/products/acrobat/readstep2.html.

 

Print your own forms at the Library:
Tax forms also may be printed from the Internet at the Santa Clara City Library for 14 cents per page with the use of a print vend-card, available for 50 cents in each Copy Room. Librarians are available to demonstrate.
 

Pick up in Person:

    Federal:

  Internal Revenue Service
55 S. Market St., 1st floor
San Jose, CA 95113
M – F  8:30 a.m. – 4:30 p.m.
(408) 817-6747

In addition, some banks, copy shops, post offices, and Santa Clara County Library locations may have forms. It is recommended that you phone before going, as supplies and locations do vary.

   
Order by Phone:
    Federal:


1 (800) 829-3676 (touch-tone)
1 (800) 829-1040 (live person)
TDD: 1-800-829-4059

State:

  1 (800) 852-5711 or 1 (800) 338-0505 (touch-tone)
TDD (800) 822-6268
 

Request forms for delivery by mail:

    Federal:
  http://www.irs.gov/formspubs/page/0,,id=10768,00.html
   State:
  http://www.ftb.ca.gov/forms/index.shtml

 

   
 
TAX ASSISTANCE
By Phone:
    Federal: 1 (800) 829-1040
    Taxpayer Advocate Service: (408) 817-6850 or 1(877) 777-4778;
      TDD: 1 (800)
829-4059
    State: 1 (800) 852-5711
 
On the Web*:
    Federal and all states: http://www.1040.com/
  http://www.unclefed.com/
    Taxpayer Advocate Service:       http://www.irs.gov/taxtopics/tc104.html
 
In person:

    Volunteer Income Tax Assistance (VITA) provides FREE tax assistance to members of the community, particularly those with low and limited income, individuals with disabilities, and non-English speaking and elderly taxpayers.

Volunteers will be available at the Santa Clara City Library's Cedar Room from 9 a.m. to 2 p.m., February 2, 9, 23; March 1, 8, 22, 29; April 5, 12. Please come prepared with the following: current year's tax package and/ or label; all forms (W-2, 1099's, etc.); information for other income; information for all deductions/credits; copy of last year's tax return; proof of account for direct deposit of refund (e.g., voided check); Social Security cards for you, your spouse, and/or dependents; valid photo I.D. for yourself and/or your spouse.

For other Santa Clara County locations, see
http://www.vita-volunteers.org/google-maps/Santa_Clara_County_Vita_sites_closest.htm

For more information about this volunteer service, please contact IRS at 1 (800) 829-1040, or visit the Web site at
http://www.irs.gov/individuals/article/0,,id=119845,00.html

For locations in Santa Clara County, see
http://www.vita-volunteers.org/index.htm

 
FILING INFORMATION
Filing Online:

    Federal:

  If you earned $54,000 or less in 2007, you can use Free File to prepare your taxes online beginning in mid-January 2008 at the IRS website: http://www.irs.gov/efile/article/0,,id=118986,00.html
This site explains eligibility requirements for this free service, steps to get started, and a list of related FAQs.

    State:

  Free electronic filing options: http://www.ftb.ca.gov/individuals/efile/allsoftware.html
 
Where to File:
    Federal:

    http://www.irs.gov/file/index.html

    State:
    http://www.ftb.ca.gov/businesses/infortrns/mailaddrss.shtml
 
ADDITIONAL INFORMATION
Recorded Refund & Other Information:

    Federal:

  Teletax (24 Hours)
1 (800) 829-4477

    State:

  1 (800) 338-0505
 
Internet Resources:

    Search Librarians’ Index to the Internet (http://lii.org/) under the term “tax” for a variety of authoritative and helpful sites.

 
 
updated January 2008
 
Search Renew materials Check your library card Request an item Search our catalog Home