FREE Tax Preparation Assistance Available

Are you in need of assistance with preparing your homestead credit and/or your state and federal income

taxes? Are you a senior citizen and/or have an annual gross income under $58,000? Free tax preparation assistance is available to these qualifying individuals, with special attention to those sixty and older. The tax preparation assistance program is aimed to help low to moderate income taxpayers have more discretionary income for everyday essentials, such as food and housing.

Appointments for the tax preparation assistance must be made by calling Marshfield Area United Way at 715-384-9992. United Way will begin taking calls for appointments starting January 6, 2013. Please note that taxes will be prepared at a new location this year. Directions for the new location will be given at the time of scheduling your appointment.

On the day of your scheduled appointment, please bring the following items with you:

•             A picture ID and social security card.

•             Copy of last year’s Homestead Credit or Federal & State Tax Return

•             Medical/Dental Insurance Premium

•             Pension statements

•             Any W-2’s related to employment

•             Any 1099’s related to interest and/or dividends

•             SSA-1099 Social Security Benefit statement

•             Property tax bill or rent certificate

Please note if you had your Homestead Credit Tax Credit prepared by volunteers last year, and your credit was filed electronically, you MAY NOT receive a 2013 Homestead Credit booklet in the mail. They will be available to you on the day of your appointment.

Tax preparation services are offered by:  AARP, The City of Marshfield Parks & Recreation Department, and Marshfield Area United Way. Volunteers are unable to prepare farm or rental income, health savings account deductions, etc.