Tax Help - BY APPOINTMENT

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).