***COVID-19 UPDATE March 20, 2020
The Internal Revenue Service has pushed the April 15 tax-payment deadline to July 15.
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
Library staff will mail available tax forms and instructions out to residents of Winnebago County. Please call 920-236-5205 to request forms or information about other tax-related issues.
~ Forms 1040 and 1040-SR Booklet
~ Forms 1040 and 1040-SR Instructions
*Form 1040 has been redesigned
*Form 1040-SR, a new form, is available for use by taxpayers age 65 and older
~ Form 1 & Instructions
~ Rent Certificate
~ Schedule H & H-EZ (Homestead Credit) & instructions
~ Schedule 1NPR (Nonresident & Part-Year Resident) & instructions
~ Schedule WD (Capital Gains and Losses) & instructions
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.
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.
State of Wisconsin (Customer Service)
2135 Rimrock Road
Open Monday - Friday 7:45 a.m. to 4:30 p.m.
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.
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
For Forms and Publications
24 hours a day, 7 days a week
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 24 hours after you e-file, If you filed on paper, please allow 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.
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.
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.