Useful Websites
Tax Preparation

Berlin-Peck librarians curate these lists with you in mind! These websites are free to use, but some may include advertisements or paid options.

Tax Preparation

Library Service Status (2021)
AARP Tax-Aide Appointments Not yet available.
State Tax Forms Not yet available.
No arrival date available.
Federal Tax Forms Not yet available.
No arrival date available.

 

Tax-Aide at the Library

Every year, volunteers from the AARP come to the library to do your taxes for free. AARP Tax-Aide provides free tax prep for low & middle-income taxpayers, with special attention to seniors. Appointments run from early February through the end of tax season, typically April 15. We begin scheduling appointments in mid-January.

Berlin-Peck Memorial Library
Tuesdays at 1:00 pm, 2:00 pm, 3:00 pm
Appointments: 860-828-7126
Berlin Senior Center
Thursdays at 9:00 am, 10:00 am, 11:00 am, 1:00 pm, 2:00 pm
Appointments: 860-828-7006

 

Taxes are completed in one session, so taxpayers must bring all documentation necessary to complete their return:

  • If married, both spouses must be present with photo identification.
  • Complete copy of last year’s 2018 tax return. Regardless of where it was prepared.
  • Social Security or Individual Taxpayer ID numbers for all household members
  • A personal check showing bank account and routing numbers (if direct deposit/withdrawal is requested).
  • All documents that relate to deductible expenses.
  • All 2019 income tax forms that have been received. This includes but may not be limited to:
    • SSA-1099 Social Security Benefit Statement
    • 1099-R forms for pension, IRA and annuity
    • 1099 forms (1099-INT,1099 DIV,1099-B,1099-MISC)
    • W-2 Wage and Tax Statement forms
    • W-2G Certain Gambling Winner forms
  • Documentation showing original cost of assets sold during 2019
  • Health Insurance is no longer required, but anyone who purchased Health Insurance through the Health Exchange must bring in form 1095-A.

 

Find Help with Tax Prep

Free File: Do Your Federal Taxes for Free from the IRS
Prepare and file your federal individual income tax return for free using tax-preparation-and-filing software.

AARP Foundation Tax-Aide Locator
AARP Tax-Aide locations open annually from late January to April 15.

IRS Free Tax Prep Help Locator
The IRS Volunteer Income Tax Assistance (VITA) and the Tax Counseling for the Elderly (TCE) programs offer free tax help for taxpayers who qualify.

 

Government Agencies

Connecticut Department of Revenue Services
Find state tax forms and instructions, file taxes, and look up refunds, credits, and deductions.

Internal Revenue Service (IRS)
Find federal tax forms and instructions, file taxes, and look up refunds, credits, and deductions.

 

State Tax Forms

Individual Income Tax Forms from the Connecticut DRS
Find tax forms, instructions, schedules, and more, directly from the Connecticut DRS.

Current Year Forms / Prior Year Forms from the Connecticut DRS
Forms sorted by tax type, available for this year and previous years.

 

Form CT-1040

Resident Income Tax Return

Form CT-1040
Instructions for Form CT-1040

 

Federal Tax Forms

Forms, Instructions & Publications from the IRS
Find tax forms, instructions, schedules, and more, directly from the IRS. Includes this year and prior year.

Forms and Publications by U.S. Mail
Order tax forms by mail.

Form 1040

US Individual Income Tax Return
Annual income tax return filed by citizens or residents of the United States.

Form 1040
Instructions for Form 1040
Tax Table from Instructions for Form 1040
Schedules for Form 1040
Form 1040-SR

Form W-4

Employee’s Withholding Certificate.
Complete Form W-4 so your employer can withhold the correct federal income tax from your pay.

Form W-4
Tax Withholding Estimator

Form 1040-ES

Estimated Tax for Individuals

Form 1040-ES is used by persons with income not subject to tax withholding to figure and pay estimated tax.

Form 1040-ES

Form 941

Employer’s Quarterly Federal Tax Return.
Employers who withhold income taxes, social security tax, or Medicare tax from employee’s paychecks or who must pay the employer’s portion of social security or Medicare tax.

Form 941
Instructions for Form 941

Form SS-4

Application for Employer Identification Number (EIN)
Use this form to apply for an employer identification number (EIN).

Form SS-4
Instructions for Form SS-4

Form W-9

Request for Taxpayer Identification Number (TIN) and Certification

Used to request a taxpayer identification number (TIN) for reporting on an information return the amount paid.

Form W-9
Instructions for Form W-9

Form W-2

Wage and Tax Statement.
Employers must file a Form W-2 for each employee from whom Income, social security, or Medicare tax was withheld.

Form W-2
General Instructions for Forms W-2 and W-3

Form W-7

Application for IRS Individual Taxpayer Identification Number.
Get or renew an individual taxpayer identification number (ITIN) for federal tax purposes if you are not eligible for a social
security number.

Form W-7
Instructions for Form W-7

Form W-7 (Spanish)
Instructions for Form W-7 (Spanish)

Form 4506-T

Request for Transcript of Tax Return
Use this form to order a transcript or other return information free of charge, or designate a third party to receive the information.

Form 4506-T
Form 4506
Form 2848

Form 9465

Installment Agreement Request
Use this form to request a monthly installment plan if you cannot pay the full amount you owe shown on your tax return (or on a notice we sent you).

Form 9465
Instructions for Form 9465