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 (2020) |
|---|---|
| AARP Tax-Aide Appointments | AVAILABLE |
| State Tax Forms | 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.
| Location | Phone | Day | Time Slots |
|---|---|---|---|
| Berlin-Peck Memorial Library By appointment only |
860-828-7126 | Tuesdays | 1:00 pm 2:00 pm 3:00 pm |
| Berlin Senior Center By appointment only |
860-828-7006 | Thursdays | 9:00 am 10:00 am 11:00 am 1:00 pm 2:00 pm |
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.
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 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 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 SS-4
Application for Employer Identification Number (EIN)
Use this form to apply for an employer identification number (EIN).
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-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-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 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 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).