The AARP Tax-Aide Program will be available at First English Lutheran Church in Platteville Mondays starting Feb. 1.
The Tax-Aide Program, sponsored by the AARP Foundation and the Internal Revenue Service, offers free tax help to Wisconsin residents of low and moderate income, especially those 50 and older.
Individuals with complex forms such as business, farmers, investors with limited partnerships, landlords with depreciation schedules, and married couples filing separately do not qualify for Tax-Aide assistance and are urged to seek other professional tax preparation assistance.
Tax counselors counselors have completed training and have passed comprehensive exams before receiving certification.
Tax sessions will run in Platteville Mondays from Feb. 1 until early April from 9 a.m. to 3 p.m. Appointments are required and can be made by calling ADRC of Grant County, 723-6113.
Tax filers are asked not to call for an appointment until they have everything that is required in order to be assisted in their tax preparations. Photo proof of identification and Social Security documentation for the filer and all dependents are required.
Tax filers should bring a copy of last year’s income tax returns; all W-2s, 1099s, and investment statements; SSA-1099 form for those paid Social Security benefits; a copy of property tax bills; costs associated with health insurance and other health care needs; a Form 1095 if health insurance was obtained through the federal marketplace; all 1099-Rs for pension or annuity income; a summary of SSI income for those claiming the Homestead Credit; and a completed, unaltered rent certificate if renting and filing for Homestead Credit.
Unless issues occur, federal, state, and Homestead tax forms are expected to be e-filed the day of tax preparation.