AARP Foundation Tax-Aide Program Returns in 2024

MARSHFIELD, WI (OnFocus) – AARP Foundation Tax-Aide volunteers will be providing FREE in-person tax preparation to area residents, with a focus on taxpayers who are over 50 and people who have low to moderate income.

For 2023, single people with income over $13,850 ($15,700 if over age 65) and married filing jointly families with income over $27,700 ($29,200-31,700 if over 65) must file federal and state income tax returns. Those with incomes under $24,680 who live and own or rent a home in Wisconsin may also be eligible to file for Wisconsin Homestead Credit even if they do not have to file a federal or Wisconsin income tax return.

This free program is funded by AARP Foundation and the Internal Revenue Service and supported locally by Marshfield Parks and Recreation Department, Marshfield Area United Way, and 211 of South Wood & Adams Counties. Local volunteers, who are trained and IRS-certified, will prepare and then electronically file Federal, Wisconsin and Homestead Credit tax returns.

Taxpayers need to bring proof of their Social Security numbers for all people on their tax return, a picture ID, copies of 2022 tax returns, and all 2023 income and deductions. Income forms include W2 wage forms, 1099K, 1099NEC, 1099MISC, 1099C (Cancellation of debt), interest and dividend statements, brokerage statements, 1099R retirement income forms, unemployment compensation, gambling winnings, and disability benefits. Also bring medical, dental, vision and long-term care insurance premiums paid in 2023, your property tax bill or Rent Certificate for 2023, 1095A marketplace insurance form, health savings account distributions and contributions, childcare expenses, tuition expenses (1098T), and any other income or deductions or credits. If you want direct deposit of a refund or direct payment of an amount due, also bring your bank routing number and account number.

AARP Foundation Tax-Aide volunteers CAN NOT DO complex tax returns.  These include Married Filing Separately, bankruptcy or divorce in 2023, farm income, business or rental depreciation, virtual currencies, most K1 schedules and other complex returns.

Appointments will be scheduled in Marshfield every Monday from noon until 5 PM and Wednesdays from 8 AM till 1 PM starting February 12 and ending April 10. After January 15, you can schedule an appointment in Marshfield by calling 2-1-1 or 1-877-947-2211. Expect the appointment to talk about 90 minutes.  Walk-in appointments will not be accepted.

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