Appointments are now available for free income tax preparation services for low to moderate income, elderly and disabled persons through the AARP Foundation Tax-Aide programs. Assistance provided includes the preparation of federal and state (including homestead) income taxes. Appointments are available in Monroe on Mondays beginning February 1st, from 8:30 a.m. to 1:30 p.m., at Green County Government Services Building, N3152 State Rd 81, Monroe, WI. Appointments on Tuesdays MAY be available in Brodhead or Albany beginning on February 9th. If you are a taxpayer residing in Brodhead or Albany, please inquire at the time you call for your appointment and more information should be available at that time. Please call the ADRC at (608) 328-9499 to schedule an appointment.

Changes To Services Due To COVID-19

Due to coronavirus, there will be changes to 2020 tax preparation services. This year, the taxpayer will arrive at the lower level of the Government Services Building (same location as 2019) and complete an intake and interview in person at the site. Documents will be scanned by the intake counselor and given back to the taxpayer. Preparation of the tax return will be done remotely. The taxpayer will be required to make a second appointment the following Friday to review the return, sign the 8879 and receive a copy of the return in person. Masks are required and the area will be sanitized between each taxpayer. Taxpayers will be socially distanced from each other and will only have contact with one tax preparer at the site. Contact will be limited to under 30 minutes.

Bring your photo ID, social security card, last year’s tax returns, Forms W-2, SSA, 1099, 1099R, 1099G, brokerage statements and self employment records. Additional documents include mortgage interest; medical/dental expenses (including Form 1095A and insurance premiums); charitable donations; and sales, income and property taxes. We cannot prepare returns with self employment if any apply: there are employees, losses, expenses that exceed $25,000, depreciation or business use of home.

For homestead credit, bring the above documents and also a copy of your real estate tax bill or an original rent certificate signed by your landlord. If you are age 62 and under, are disabled and have no income, you must also provide written proof of your disability.