Skip to main content

FREE Tax Preparation Assistance

WHO:  FAMILIES/INDIVIDUALS/SENIORS - LOW AND MODERATE INCOME LEVELS
WHAT:  HOMESTEAD CREDIT AND STATE & FEDERAL INCOME TAXES
WHEN:  FEBRUARY 12TH - APRIL 11TH
              MONDAYS FROM 12:00 PM - 5:00 PM
             WEDNESDAYS FROM 8:00 AM -1:00 PM
WHERE:  MARSHFIELD AREA UNITED WAY, 106 WEST 1ST STREET
 
2018 APPOINTMENTS MUST BE MADE AFTER JANUARY 1ST BY CALLING MARSHFIELD AREA UNITED WAY
AT 715-384-9992 OR EMAILING UNITEDWAY@TZNET.COM 
 
Please bring any of the following applicable items with you:
  • 2016 Income tax returns (Federal, WI, & Homestead)
  • 2017 INCOME AND DEDUCTIONS
  • W-2 forms (employment/gambling winnings: W-2G)
  • SSA-1099--Social Security year-end statement
  • 1099s: Interest (INT), Dividends (DIV), pensions/IRAs (R), MISC, brokerage statements (B), Unemployment or WI refund (G), any other not listed
  • Medical/Dental/Long-term Care insurance premiums paid in 2017
  • Any 1095—A/B/C (Health Insurance forms) or Marketplace exemption letter
  • Property tax bill and/or Rent Certificate
  • Disability/RR retirement/veteran’s benefits/court-ordered support received
  • Health Savings Account contributions or distributions
  • Documentation for any other income, deductions, or credits
  • Bank check for direct deposit of refund or debit of balance due
 
WE CANNOT PREPARE RETURNS WITH FARM INCOME, DEPRECIATION (BUSINESS or RENTAL), MARRIED FILING SEPARATELY, BANKRUPTCY or DIVORCE IN 2017, OR OTHER COMPLEX RETURNS
 
Free Tax Preparation Assistance services are made possible by: