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 and Tuesdays beginning February 6th, from 8:30 a.m. to 1:00 p.m., at Green County Government Services Building, N3152 State Road 81, Monroe, WI. Please call the ADRC at (608) 328-9499 to schedule an appointment. THE BRODHEAD LOCATION WILL NOT OPEN THIS YEAR due to staffing issues.

Tax preparation services will be the same as 2021 and at the same location, the lower level of the Government Services Building. You will 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 review the return, sign the 8879 and receive a copy of the return in person. Masks are no longer required.

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.

PLEASE call if you are unable to make your appointment.