Tax Assistance

Documents Needed for Appointment The documents you need to bring to your tax appointment include the following: last year's federal income tax return, your W-2 wage and earning statement, Form 1099 bank interest statements (if any), social security numbers for all dependents you are claiming on this year's tax return, information on Individual Retirement Arrangements (IRAs) you contributed to last year or plan to contribute to by April 15th (if any), information on any child care expenses you paid last year, alimony information (if any), Mortgage interest statement (if any), and any other financial information from the tax year such as investment statements, medical expenses, and charitable contribution records. Also, we request you fill out this Tax Assistance Request Form and bring it with you.

Federal and State Depart of Revenue/Tax Office Websites can be found at tax links. Taxpayers can call the IRS for answers to tax questions and to order forms at (800) 829-1040. Federal income tax forms, instructions, and publications are also available on the IRS website. Most state governments also maintain websites where you can obtain state income tax information, publications, and forms. These state tax office web pages can be found at tax links. Many federal and state income tax forms and publications are available in most USCG Legal Offices, on the web, or at local post offices or libraries.