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Tax Help

Since 1968, volunteer-based program has helped nearly 50 million low- to moderate-income taxpayers

AARP Foundation Tax-Aide, an AARP Foundation program, helps low- to moderate-income taxpayers have more discretionary income for everyday essentials, such as food and housing, by assisting with tax services and ensuring they receive applicable tax credits and deductions.

AARP Foundation Tax-Aide is available free to taxpayers with low and moderate income, with special attention to those 60 and older. Through a cadre of trained volunteers, AARP Foundation Tax-Aide has helped low- to moderate-income individuals for more than 40 years in every state and the District of Columbia.

AARP free tax assistance will be available at the SCFPL Thursdays, February 9, March 16 and April 6 from 9:00 a.m. to noon

Call the St Croix Falls Public Library for an appointment 715.483.1777

Walk-ins are welcome but may have to wait for an opening.

Although aimed at those aged 60 or over, this service is available to persons of all ages.

For more information call 715-268-7884

AARP Foundation Tax-Aide: Important Documents to Bring to the Tax-Aide Site

The checklist below includes items you need to bring when you visit an AARP Foundation Tax-Aide site for us to help you prepare your tax return(s)

    Last year’s tax return(s)
    Social Security cards or other official documentation for yourself and all your dependents
    Photo I.D. required for all taxpayers.
    Checkbook if you want to direct deposit any refund(s).

Income

    W-2 from each employer
    Unemployment compensation statements
    SSA-1099 form showing the total Social Security benefits paid to you for the year, or Form RRB-1099, Tier 1 Railroad Retirement benefits
    1099 forms reporting interest (1099-INT), dividends (1099-DIV), proceeds from sales (1099-B), as well as documentation showing the original purchase price of your sold assets
    1099-R form if you received a pension, annuity, or IRA distribution
    1099-Misc forms
    Information about other forms of Income
    State or local income tax refund

Payments

All forms and canceled checks indicating federal and state income tax paid (including quarterly estimated tax payments)

Deductions

Most taxpayers have a choice of taking either a standard deduction or itemizing their deductions. If you have a substantial amount of deductions, you may want to itemize. You will need to bring the following information:

    1098 form showing any home mortgage interest
    1098-T and 1098-E forms (Tuition and Student Loan Interest payments)
    A list of medical/dental expenses (including doctor and hospital bills and medical insurance premiums), prescription medicines, costs of assisted living services, and bills for home improvements such as ramps and railings for people with disabilities
    Summary of contributions to charity
    Receipts or canceled checks for all quarterly or other paid tax
    Property Tax bills and proof of payment

Health Insurance

    Form 1095A if you purchased through Marketplace (Exchange)
    Any exemption correspondence from the Marketplace (if applicable)

Credits

    Dependent care provider information (name, employer ID, or Social Security number)
    1099 forms related to continuing education and related receipts and cancelled checks

Privacy Information

tax forms and tax information