Because of the Covid-19 restrictions, our Library Tax-Aide program is changing the way you can get help with your taxes in 2021. Tax assistance is available now through April 8.
You will need an appointment this year to speak with a tax help aide at the library. At your appointment, you can drop off your tax documents and you’ll be given another appointment in about two weeks to pick up your paperwork and completed tax form.
How it works
- Pick-up a Tax Record Envelope and instructions at Black Mountain, West Asheville or Pack Library during library hours.
- Complete the Intake/Interview Booklet in your envelope by answering all questions. Then sign and date the last 3 pages. Place all your tax forms and any information relating to your tax return in your envelope.
- Make an appointment to drop off your Tax Record Envelope and meet with a Tax-Aide volunteer.
- Saturdays, appointments available between 10:30am and 2pm
- To make an appointment for Saturday tax help at Pack Library, email [email protected] with your name and telephone number. A volunteer will contact you to set up your appointment. At your appointment, a tax volunteer will check all documents and give you a follow-up appointment to pick up your completed tax return and documents in 1 or 2 weeks. This tax help is provided by UNCA.
- Bring the following documents and tax forms to your tax help appointment (photocopies are recommended):
- Photo ID / Driver License for Taxpayer and Spouse
- Social Security Cards for Taxpayer, Spouse and ALL dependents
- Prior year (2019) Federal and State tax returns
- W-2 Wages, W-2G (Gambling winnings)
- SSA-1099 Social Security Benefit Statement
- 1099-R Retirement, 1099-RRB (Railroad Retirement Benefits)
- 1099-Interest, 1099-Dividend, 1099-OID
- 1099-B Brokerage Statement, Sale of Stocks and Bonds, 1099-Ks
- 1099-G Unemployment and State refunds
- 1099-NEC Self-Employment, 1099-MISC
- 1099-C Sale of Home, Forgiveness of Credit Card Debt
- 1098- Home Mortgage Interest and Real Estate Taxes
- 1099-T Education Credits PLUS Student Account Statement
- 1098-E Student Loan Interest
- 1099-SA and/or 5498-SA (HSA = Health Savings Account)
- 1095-A Health Insurance – Affordable Care Act, Health Insurance Marketplace
- Schedule K-1 (Forms 1065, 1120S or 1041)
- Any other documents or information relevant to preparation of the tax return
- Voided check for direct deposit of any refund to your checking / savings account
Grace, Support, Love.
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