Income Tax Preparation Help

Receive FREE Tax Preparation Assistance February through April*

The Jacksonville Public Library is proud to partner with the Real$ense Prosperity Campaign and the American Association of Retired Persons (AARP) TaxAide during the tax season each year to provide free tax preparation assistance at several library branches and other sites throughout the city.

AARP TaxAide Sites (Income Limit: None)

AARP TaxAide sites are serviced by IRS-certified volunteers that provide free tax counseling and preparation services to millions of low- and middle-income taxpayers, with special attention to those ages 60 and older. There is no income or age limit for assistance at AARP TaxAide sites. However, AARP sites cannot assist rental property owners or small business owners.

Free Online Tax Preparation at the Main Library (Income limit: $58,000 and lower)

Don't be intimidated to prepare your own taxes! Real$ense Prosperity Campaign brings the "Freetaxes.com Beehive" to the Main Library where you can prepare tax returns online for FREE. This self-preparation tool is for individuals or families whose total household income does not exceed $58,000. A tax expert is on-site to help answer your questions.

Bring all of your tax documents (See bottom of the page for a list) to the Main Library, Room 124 - e-classroom, from 4 - 6:45 p.m. on the following dates:

Additional Free Tax Preparation Sites

Individuals and families whose total household income does not exceed $49,000 may be entitled to Medicare Prescription assistance and/or FAFSA benefits. Free tax preparation and benefit screening is available at select locations.

Some small business owners can receive free tax preparation at select VITA sites. Restrictions apply.

Visit Real$ense Prosperity Campaign for a complete list of sites and services.

View Documents You Need to Bring With You

Library Sites

Non-Library Sites

Below are some non-Library sites. For more information, as well as other locations for tax assistance, please visit www.realsensejax.org/.

All Taxpayers must bring the following to a tax site:

• Photo ID for self (and spouse, if filing jointly)
• Social Security Card(s) or Individual Taxpayer Identification for ALL individuals to be listed on the tax return as dependents.
• Wage and earnings statement(s): W-2(s), W-2G(s), 1099-R(s), from all employers
• (Year-end pay stubs are not accepted)
• Any other documents relating to income, expenses and banking
• Bank documents showing routing and account numbers if using Direct Deposit (preferably a check)
• Property tax and mortgage interest documentation
• For itemized returns: documentation for out-of-pocket expenses for medical bills, supplemental insurance premiums, charitable contributions, etc.
• Child care documentation; listing provider name, address, tax ID number and amount paid; Alimony and child support documentation

NOTE: If filing a joint return, both spouses must be present in order to file and sign required forms.

Revised 01/23/2012