Tax Help - BY APPOINTMENT

Program Type:

Tax Help

Age Group:

Adult
Please note you are looking at an event that has already happened.

Event Details

YOU WILL NEED AN APPOINTMENT FOR TAX HELP

To make an appointment for tax help at Pack Library, call 828-367-7231 and leave a message. An AARP volunteer will contact you to set up your appointment. You can pick up your tax packet at the library. Tax help at Pack Library will start February 4 and end April 15.

NOTE: Saturday tax help has moved to the Tempie Avery Montford Community Center. Email vitatax.unca@gmail.com for an appointment or with questions.

 

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 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)
  • ALL 1099 tax forms
  • SSA-1099 (Social Security Benefit Statement)
  • 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 and time, we will only be able to prepare tax returns which have fewer than 10 tax forms and one 1099-B (Brokerage Statement).