Tax Information

Tax Information

Published Jan. 2021

**The deadline for filing 2020 tax returns has been extended to May 17, 2021.**

**Tax forms are located on a table on the library's 2nd floor.

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 
The library will be receiving tax forms in mid-January. Please call 920-236-5205 to request forms or information about other tax-related issues.

Federal Forms
~ 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

Wisconsin Forms
~ 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


Key Filing Season Dates
*On January 15, the IRS announced that the national tax season will start on Friday, February 12, 2021, when the tax agency will begin accepting and processing 2020 tax year returns.*

  • January 15. IRS Free File opens. Taxpayers can begin filing returns through Free File partners; tax returns will be transmitted to the IRS starting Feb.12. Tax software companies also are accepting tax filings in advance.
  • January 29. Earned Income Tax Credit Awareness Day to raise awareness of valuable tax credits available to many people – including the option to use prior year income to qualify.
  • February 12. IRS begins 2021 tax season. Individual tax returns begin being accepted and processing begins.
  • February 22. Projected date for the IRS.gov Where's My Refund tool being updated for those claiming EITC and ACTC, also referred to as PATH Act returns.
  • First week of March. Tax refunds begin reaching those claiming EITC and ACTC (PATH Act returns) for those who file electronically with direct deposit and there are no issues with their tax returns.
  • April 15. Deadline for filing 2020 tax returns.
  • May 17. Deadline for filing 2020 tax returns. 
  • October 15. Deadline to file for those requesting an extension on their 2020 tax returns.

Tax Assistance

All AARP appointments at Oshkosh Public Library are filled.

University of Wisconsin Oshkosh will be offering tax assistance through the VITA program in a limited way due to COVID restrictions and lack of volunteers. Starting January 15, 2021 you can call (920) 424-3486 to make an appointment. There is a maximum income level of $56k for VITA assistance.

Goodwill in Menasha will be offering VITA for more years than just 2020. Call (920) 968-6021 to make 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.

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.
**extended hours on January 19, 21, 26, and 28; and April 6, 8, 13, and 15:  7:45 a.m. to 5:45 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.
Click here for Free File

If You Have Questions
Call 1-800-829-1040 for individual tax questions; 1-800-829-4933 for business tax questions.
Mon. - Fri. 7 a.m. - 7 p.m.

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.

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.