Tax Information

Tax Information

The Tax Information page will help you find tax assistance in the local area & provide you with information on your Wisconsin State & Federal Taxes.

Tax Forms Available at the Library

Federal Forms - 2019 Federal forms have not yet arrived at the library.

~ Form 1040 Booklet
      Form 1040 has been redesigned.  Forms 1040A and 1040EZ will no longer be used.  Booklet includes Form 1040 and Schedules 1 through 6.
~ Form 1040 Instructions

Wisconsin Forms - 2019 WI Forms have ARRIVED! Please visit the library's 1st floor reading room.

~ Form 1 & Instructions
     Due to the Internal Revenue Service eliminating Forms 1040A and 1040EZ for tax year 2018, Wisconsin has eliminated Forms 1A and WI-Z. 
     Wisconsin residents will file their 2018 individual income tax return using Form 1.
~ Rent Certificate
~ Schedule H & H-EZ (Homestead Credit) & instructions
~ Schedule 1NPR (Nonresident & Part-Year Resident) & instructions
~ Schedule WD (Capital Gains and Losses) & instructions


Tax Assistance

The Tax Assistance program provides help to low and middle income taxpayers and individuals over 60. Volunteer Counselors assist individuals with the preparation of their tax returns in accordance with the guidelines established between the IRS, AARP and VITA. Call for an appointment (920) 385-6756 (appointment required).

January 23 through April 10, 2020
Thursdays & Fridays, 8 am - 3:30 pm
(Last appointment scheduled at 2:30pm)

Use this link to see the list of documents needed for an appointment: https://www.aarp.org/money/taxes/info-01-2011/important-tax-documents.html

 


 

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.

WI Individual Income Tax - Which form do I file?

Appleton Office - Department of Revenue

265 W. Northland Ave.

Appleton, WI 54911-2016

Open Monday-Friday 7:45 a.m. to 4:30 p.m.

920-832-2727

State of Wisconsin (Customer Service)

2135 Rimrock Road

Madison,WI 53713

Open Monday - Friday 7:45 a.m. to 4:30 p.m.

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 Taxpayer Assistance Center for Oshkosh/Appleton

All Taxpayer Assistance Centers (TACs) now operate by appointment. When calling to schedule an appointment, customer service representatives are available Monday through Friday, 7 a.m. to 7 p.m.  To make an appointment, call 844-545-5640

1901B East Capitol Drive

Appleton, WI 54911

920-996-4860 (recorded message only; no live telephone service)

Mon. - Fri. 9:00am - 4:30pm

Closed 12:00 noon - 1:00pm

Services provided by this office

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.
Free File - Choose the right 1040 form

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.

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.

MarketWatch : 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.