Tax Forms & AARP Tax Assistance

Tax Forms

2011 Tax forms are on the main level of the Library, east of the DVDs in the last row of shelving against the wall. (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 print any state or federal form from home, including all the forms we do not have at the Library. You may also print your forms on a computer on the Library's upper level. Log 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 Tax Prep Assitance Volunteers (flyer, PDF)

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, January 31 - April 10
• 9am-12pm: Appointment Only; call 920-215-1040
• 1pm-4pm: Walk-Ins

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/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.

* 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.