Taxes

Taxes


This page will help you find tax assistance in the local area and provide you with information on your Wisconsin State & Federal Taxes, tax forms from other states and other helpful sites.


Forms Available at the Library - 2nd floor

Federal Wisconsin
Form 1040 - not available at OPL - can print from IRS website Form 1
1040 Instructions Form 1 Instructions
Form 1040A Form 1A
1040A Instructions Form 1A Instructions
Form 1040ES Estimated Tax Form 1NPR
Form 1040EZ Form 1NPR Instructions
1040EZ Instructions Form WI-Z
Form 1040NR U.S. Nonresident Alien Income Tax Return Form WI-Z Instructions
1040NR Instructions Schedule H & H-EZ Homestead Credit - also includes Rent Certificate
Form 1040V Payment Voucher Schedule WD Capital Gains & Losses
Form 1040X Amended U.S. Individual Income Tax Return  Schedule WD Instructions
1040X Instructions  
Form  2106 Employee Business Expense  
Form 2441 Child and Dependent Care Expenses  
2441 Instructions  
Form 3903 Moving Expenses  
Form 4562 Depreciation and Amortization UPDATED:  April 12, 2014
4562 Instructions   
Form 4868 Application for Automatic Extension of Time  
Form 5695 Residential Energy Credits  
Form 8283 NonCash Charitable Contributions  
8283 Instructions   
Form 8822 Change of Address  
Form 8829  Expenses for Business Use of Your Home  
8829 Instructions  
Form 8863  Education Credits  
8863 Instructions  
Form 8949 Sales & Other Dispositions of Capital Assets  
   
Schedule A Itemized Deductions  
Schedule B Internet & Ordinary Dividends -  not available at OPL - can print from IRS website
Schedule C Profit or Loss from Business  
Schedule C-EZ Net Profit from Business  
Schedule D Capital Gains and Losses  
Schedule E Supplemental Income and Loss  
Schedule EIC Earned Income Credit  
Schedule F Profit or Loss from Farming  
Schedule R Credit for the Elderly or Disabled  
Schedule R Instructions  
Schedule SE  Self Employment Tax  
Schedule 8812 Child Tax Credit  
Schedule 8812 Instructions  
   
Publication 225 Farmers Tax Guide  
Publication 523 Selling Your Home
Publication 550 Investment Income & Expenses including Capital Gains & Losses
Publication 590 Individual Retirement Accounts (IRA's)  
Publication 596 Earned Income Credit (EIC)   
Publication 970 Tax Benefits for Education   

Tax Assistance

Free tax assistance with electronic filing will be available Thursdays, Fridays, and Saturdays, beginning Feb. 6 through April 11, 2014.
Free assistance is available for people whose incomes are $51,000 and less or who are 50 years and older.
Appointments are required!  Call 651-3060 (local number) to schedule an appointment.


Wisconsin State Taxes

For more Wisconsin Tax Information and Forms, go to the Wisconsin Department of Revenue Homepage.

Wisconsin Free-File
New fill-in-the-blank personal income tax form you can file on-line for free.

Appleton Office - Department of Revenue

265 W. Northland Ave.

Appleton, WI 54911-2016

Open Monday-Friday 7:45am to 4:30pm

920-832-2727

State of Wisconsin (Customer Service)

2135 Rimrock Road

Madison,WI 53713

Open Monday - Friday 7:45am to 4:30pm

608-266-2772

Form Requests

Madison 608-266-1961

For Current Refund Information (recorded)

Toll Free 866-WIS-RFND (947-7363)

Or go to the Internet Refund Inquiry Form

For e-filed returns please wait up to one full week from the day acknowledgment is received.  For paper filing, please wait at least 12 weeks from the date you filed before calling. You will need to know your social security number and the exact dollar amount of your refund.

Where to Mail all Wisconsin Tax Forms - find out where to send your forms depending on what form you are filing and if you are receiving a refund or paying.


Federal Taxes

For more Federal Tax Information and Forms, go to the IRS Homepage

IRS Videos on YouTube
Over 70 videos providing tips on new credits and deductions and other changes in the tax law.

IRS Office for Oshkosh/Appleton

1901B East Capitol Drive

Appleton, WI 54911

920-996-4860

Mon. - Fri. 8:30am - 4:30pm

Closed 12:00 noon - 1:00pm

For Forms and Publications

Call 1-800-829-3676

24 hours a day, 7 days a week

For E-Filing

Explains the IRS electronic (e-file) system. Information on Free File Services for eligible taxpayers.

If You Have Questions

Call 1-800-829-1040 for individual tax questions; 1-800-829-4933 for business tax questions.

Mon. - Fri. 7:00am - 7:00pm

For Current Refund Information

Go to the IRS Refund Status page

Please allow 72 hours after you e-file,  If you filed on paper, please allow 3-4 weeks from the date you filed before calling. You will need to know the first social security number shown on your return, the filing status, and the exact whole dollar amount of your refund.

Where to Mail Federal Tax Forms - find out where to send your forms depending on what form you are filing and if you are receiving a refund or paying.


Tax Forms from Other States & Helpful Tax Links

TurboTax Tax Tips & Resource Center
Common tax questions, tax calculators and links to federal & state tax forms.

Tax Forms from Other States
Click on desired state for forms.

Yahoo Tax Center
State & federal forms, tax calculators, tax tips and a tax guide for investors.

MSN Money
H & R Block will file your taxes electronically for a fee at this site. You can also find a list of tax changes and step-by-step guides to help you reduce and prepare your taxes.

Bankrate.com
Tax tips, new laws, rates, information on tax scams and more to get started on your taxes.

SmartMoney.com: Tax Guide
Covers topics such as alternative minimum tax (AMT), homeowner tax breaks, unusual IRA investments, capital gains and losses and estate taxes. Includes worksheets and calculators.