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2023 Tax Forms and Assistance

Tax forms with pen and calculator
 
 

Tax Forms

The San Diego Public Library's Central Library (2nd and 3rd Floors) and the North University Community Library will have limited number of individual Federal and California State tax forms for the 2023 tax year. Due to IRS budget cuts, we will receive fewer IRS forms and instructions, with no schedules or related publications.

The Central Library will carry the following tax forms (2nd and 3rd Floors):

Federal Forms:

  • 1040 Forms English (available)
  • 1040 and 1040-SR Instructions English (available)
  • 1040-SR Forms English (available)
  • 1040 Forms Spanish (available)
  • 1040 Instructions Spanish (available)
  • 1040-SR Forms Spanish (available)
  • 1040-SR Instructions Spanish (available)

State Forms: 

  • 540 (available)
  • 540 NR (available)
  • 540 2EZ English (available)
  • 540 2EZ Spanish (available)
  • Form 3514 California Earned Income Tax Credit (available)

    The North University Community Branch Library will carry the following tax forms. Please call branch to check availability:

    Federal Forms:

    • 1040 Forms English (available)
    • 1040 and 1040-SR Instructions English (available)
    • 1040-SR Forms English (available)
    • 1040-SR Forms Spanish (available)
    • 1040 and 1040-SR Instructions Spanish (not available)

    State Forms: 

    • 540  (available)
    • 540 NR (available)
    • 540 EZ (available)
    • 540 2EZ Spanish (available)
    • Form 3514 California Earned Income Tax Credit English (available)
    • Form 3514 California Earned Income Tax Credit Spanish (available)

    The following branch locations will carry CA State tax forms only. Please call the branch to check availability:

    Tax forms and instructions can also be requested by:

    Telephone

    • IRS (Internal Revenue Service): 1-800-829-3676
    • California FTB (Franchise Tax Board): 1-800-338-0505 (automated service) or 1-800-852-5711

     

    Internet
    Paper tax forms and instructions can be ordered from the IRS and FTB websites for delivery by U.S. mail or for faster results, printed or downloaded from their websites.

     

    E-File
    E-File is a fast and easy alternative to filing taxes by mail and some filers may be eligible to do it for free.  File taxes electronically online by visiting:
    • IRS (Internal Revenue Service): E-File
    • California FTB (Franchise Tax Board): E-File

    Tax Preparation Assistance

    Help filing your 2023 tax return is available in the San Diego area including branch library locations.

    Allied Gardens/Benjamin Branch Library
    February 5th - April 10th (AARP)*
    (No assistance on Monday 2/19 & 4/1)
    Mondays: 11:30 a.m. - 5:00 p.m.
    Wednesdays: 9:30 a.m. - 5:00 p.m.
    Walk-In Only/No Appointments
     
    College-Rolando Branch Library
    February 6th - April 13th (AARP)
    Tuesdays: 11:30 a.m. - 5:00 p.m.
    Thursdays: 9:30 a.m. - 4:00 p.m.
    By Appointment Only
    Sign-ups for appointments in-person only on the days that AARP is at the branch library.
     
    Mission Hills-Hillcrest/Knox Branch Library
    February 24th  & March 2nd (AARP)
    Saturday: 11:00 a.m. – 5:00 p.m.
    By Appointment Only
    Sign-ups for appointments in-person only on the Saturdays that AARP is at the branch library.
     
     
    Mission Valley Branch Library
    January 23rd - April 15th (Home Start)
    (No assistance on Monday 2/19 & 4/1)
    Mondays: 1:00 p.m. – 7:00 p.m.
    By Appointment Only
    Call 619-229-3660 or 
    to make an appointment or for more information.
     

    Pacific Beach/Taylor Branch Library

    February 3rd - April 13th (AARP)
    (No assistance on 2/24 and 3/2)
    Saturdays: 10:00 a.m. - 4:00 p.m.
    Note: Free Tax Prep service is from 1-4pm on the 2nd Saturdays: 2/10, 3/9, and 4/13
    By Appointment Only
    Sign-ups for appointments in-person only on the Saturdays that AARP is at the branch library.
     
    Serra Mesa-Kearny Mesa Branch Library
    February 2nd - April 12th (AARP)
    (No assistance on 3/29)
    Fridays: 10:00 a.m. - 3:00 p.m.
    No Available Appointments for the rest of the tax season.
     
     

    Resources

    VITA (Volunteer Income Tax Assistance) and TCE (Tax Counseling for the Elderly) provide free tax assistance to people with low to moderate incomes (VITA) and the elderly (TCE).
     
    • For taxpayers with an Adjusted Gross Income (AGI) of less than $79,000 in 2023, the IRS offers free online filing and preparation software for federal and state from their partners. Learn which options are available with their free online lookup tool.
    • Taxpayers who earned more than $79,000 in 2023 may file their federal taxes for free online using their Free File Fillable Forms.
     
    • The nearest Taxpayer Assistance Centers (TAC) is at 880 Front St. Ste. 1247, SD 92101 and will be open for the March and April dates.
    • Open during the week by appointment; Saturdays by walk-in.
     
    • MilTax e-filing software is free for service members, eligible family members and survivors.