Tax Help 2025

Program Type:

Tax Help

Age Group:

Adult

Event Details

For Appointments email packtaxes@gmail.com

To make an appointment for Wednesday tax help at Pack Library, email packtaxes@gmail.com  with your name and phone number and desired appointment date and time. An AARP volunteer will contact you to set up your appointment. If you don’t have access to email, the staff at the library can email AARP for you. You can pick up your tax packet at the library. At your appointment a tax volunteer will check all documents and give you a follow-up appointment to pick up your completed tax return and documents.

 

Bring the following documents and tax forms to your tax help appointment. Photocopies are recommended:

ID:

  • Photo ID / Driver License for Taxpayer and Spouse  
  • Social Security Cards for Taxpayer, Spouse and ALL dependents 
  • Prior year (2024) Federal and State tax returns
  • Voided check for direct deposit of any refund to your checking / savings account
  • Letter from the IRS if they issued you a 6-digit identity protection PIN for security reasons.

Tax documents can include:

  • W-2 (Wages), W-2G (Gambling winnings)
  • SSA-1099 (Social Security Benefit Statement)
  • 1099-R (Retirement), 1099-RRB (Railroad Retirement Benefits)
  • 1099-Interest, 1099-Dividend, 1099-OID
  • 1099-B (Brokerage Statement, Sale of Stocks, Bonds and Mutual Funds), 1099-Ks ###
  • 1099-G (Unemployment Benefits, State refunds)
  • 1099-NEC (Self-Employment), 1099-MISC, PLUS itemized list of expenses
  • 1099-S (Sale of Home), 1099-C (Forgiveness of Credit Card Debt)
  • 1099-T (Education Credits) PLUS Student Account Statement, 1098-E (Student Loan Interest)         
  • 1099-SA and/or 5498-SA (HSA = Health Savings Account) PLUS itemized list of medical expenses
  • 1095-A (Health Insurance – Affordable Care Act, Health Insurance Marketplace)
  • Schedule K-1 (Form 1065) (Limited to Interest and Dividend)
  • Itemized list of expenses if you are not using Standard Deductions.

IMPORTANT – Because of limited availability of volunteers, space, and time, we will only be able to prepare tax returns which have fewer than 12 tax forms and not more than one 1099-B (Brokerage Statement).