The AARP Tax-Aide Program will be available at First English Lutheran Church in Platteville and the Center on Aging in Lancaster beginning Feb. 2.
The Tax-Aide Program is sponsored by the AARP Foundation and the Internal Revenue Service. It offers free tax help to Wisconsin residents of low and moderate income, especially those 60 and older.
Individuals with complex forms such as business, farmers, investors with limited partnerships, landlords with depreciation schedules, married couples filing separately, and those with health savings accounts do not qualify for Tax-Aide assistance and should to seek other professional tax preparation assistance.
The experienced tax counselors have completed training and have passed comprehensive exams before receiving certification.
Tax sessions will run in Platteville Mondays beginning Feb. 2, and Lancaster Tuesdays beginning Feb. 10, until early April from 9 a.m. to 3 p.m. Appointments are required and can be made by calling ADRC of Grant County at 608-723-6113 or 1-800-514-0066. Unless issues occur, federal, state, and homestead tax forms would be e-filed the day of tax preparation.
Taxpayers are asked not to call for an appointment until they have everything that is required in order to be assisted in their tax preparations. Along with photo proof of identification and Social Security documentation for the filer and all dependents, tax filers should bring in:
• Copy of last year’s income tax return(s).
• All W-2s, 1099s, and investment statements.
• SSA-1099 form if you were paid Social Security benefits.
• A copy of property tax bills.
• Costs associated with health insurance and other health care needs.
• All Form 1099-Rs if a pension or annuity provided income.
• Summary of SSI income if claiming Homestead Credit
• A completed, unaltered rent certificate if renting and filing for Homestead Credit.