2013 Tax Forms & Tax Assistance Services

Forms are not expected until February.

Tax Forms

2013 Tax forms are located on the main level of the Library, west of the Information Desk and Microfilm machines along the back wall (east of the Fiction shelves). (Info Desk: 920-832-6177)

  1. Tax forms and instructions are first-come, first-served; we cannot set aside documents for you.

  2. The WI Department of Revenue and the IRS only send select forms to us; however, you can access and print any state or federal forms from home. You may also use a computer on the Library's upper level by logging in with your Library Card number. Printing is 15 cents per print in black and white; a front-and-back printout is 30 cents.

  3. Tax forms and instructions that the Library obtains from the WI Department of Revenue and the IRS are for individual use and are not a source for tax preparers to take multiple copies.

* Appleton Public Library staff are not accountants or tax attorneys; they cannot provide tax assistance or advise you on which forms you need.

AARP volunteers are in Lower Level Meeting Room C for morning appointments and afternoon walk-ins each Tuesday, beginning February 4 through April 15. Volunteers very strongly recommend you call for an appointment: 920-215-1040.

AARP Volunteers' Tax Prep Assistance

Volunteers from AARP have booked the Library's Lower Level Meeting Room C to provide tax preparation assistance for taxpayers with low- and moderate-income, with special attention to those age 60 and older.

    AARP Volunteers will be at the Library on Tuesdays, February 4 - April 15, 2014
  • 9am-12pm: Appointment Only; call 920-215-1040 between 9am - 4pm
  • 1pm-4pm: Walk-Ins (and carry-over appointments)

For a list of other area agencies at which AARP volunteers are offering tax-prep services, see their official, local flyer, go to www.aarp.org/money/taxes/aarp_taxaide/, or call 1-888-AARPNOW (1-888-227-7669).


    Please bring the following items when you come (from the AARP flyer, PDF):
  1. copy of last year's income tax return(s);
  2. W-2 forms from each employer;
  3. unemployment compensation statements;
  4. SSA-1099 form if you were paid Social Security benefits;
  5. all 1099 forms (1099-INT, 1099-DIY, 1099-B, etc.) showing interest and/ or dividends and documentation showing original purchase price of sold assets;
  6. 1099-misc. showing any miscellaneous income;
  7. 1099-R form if you received a pension or annuity;
  8. all forms indicating federal income tax paid;
  9. dependent care provider information (name, employer, ID, Social Security number);
  10. all receipts or canceled checks if itemizing deductions;
  11. Social Security cards or other official documentation for yourself and all dependents.

More info available at www.aarp.org/money/taxes/aarp_taxaide/ and www.aarp.org/money/taxes/info-2004/about_aarp_taxaide.html.

* AARP volunteers are not affiliated with the Appleton Public Library.  Appleton Public Library staff are not accountants or tax attorneys; they cannot provide tax assistance or advise you on which forms you need.

 



Volunteer Income Tax Assistance

VITA

January 30 - April 15, 2014 at Goodwill Community Center, Entrance #2.

• Walk-Ins

• Appointments (920-968-6044)

• Self-prep stations offering free Federal & State e-filing software are available during site walk-in hours for taxpayers with less than $58,000 household income. Taxpayers may prepare and e-file their own returns with a VITA volunteer available for questions.

See brochures in English, Spanish, and Hmong for hours and all the details, including restrictions.

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