Physical 2024 tax forms have not been delivered at our SPL locations yet. Please check back early to mid-February. 

Tax season is here! Below you will find some community resources ready and available to assist you:

Quick-Print Tax Form Links (IRS & FTB)

• Federal

  • Form 1040: Individual Income Tax Return
  • Form 1040-SR: Income Tax Return for Seniors
    • Schedule 1 for Form 1040
    • Schedule 2 for Form 1040
    • Schedule 3 for Form 1040

• State

  • Form 540: CA Resident Income Tax Return
  • Form 540 2EZ: A Simple CA Resident Income Tax Return
  • Form 3514: CA Earned Income Tax Credit (EITC) 
  • Formulario 3514-SP: Crédito Tributario por Ingreso del Trabajo de California
    • Form 540 NR (coming soon on the IRS website)

Quick Reference Instructions & Additional Schedules

• Federal

  • Instructions for Form 1040 & 1040-SR (113pgs)
    • Additional Schedules List for Forms 1040 & 1040-SR
    • Tax and Earned Income Credit Tables (27pgs)

• State

  • Instructions for Form 540 (coming soon on the FTB website)
  • Instructions for Form 540 2EZ (48pgs)
  • Instrucciones para Formulario 3514-SP: Folleto del Crédito Tributario por Ingreso del Trabajo de California (32p)

Tax References & Resources

• California Franchise Tax Board
  • Explore your eligibility for free filing online with CalFile 
  • Explore filing options, print forms, find instructions, get your refund status, and more
• IRS Website
  • Explore free filing options, print forms, find instructions, get your refund status, and more
• United Ways CA - myfreetaxes.org
  • Free online tax assistance website with comprehensive online Resource Center

Tax Assistance (by appt and/or drop-in)

• Alliance on Aging
  • By appt only, schedule online
    • Eligibility: Ages 60yrs or older, blind, and/or disabled with low to moderate income
• United Way - Monterey County (2025 schedule TBA)
  • Free Volunteer Income Tax Assistance (VITA) Tax Clinics by appt or some drop-in locations
    • Eligibility: Those who made less than $67k