MONROE — Appointments for free income tax preparation services for low to moderate income, elderly and disabled persons through the AARP Foundation/Tax-Aide programs will be available beginning Jan. 16, 2023.   

Assistance provided includes the preparation of federal and state (including homestead) income taxes. Appointments are available in Monroe on Mondays and Tuesdays beginning Feb. 6 from 8:30 a.m. to 1 p.m. at the Green County Government Services Building, N3152 State Rd 81, Monroe.  Call the ADRC at 608-328-9499 to schedule an appointment beginning Jan. 16.  Enter at the ADRC entrance at the lower level parking lot.

At the appointment time, clients will complete an intake interview in person at the site. Individual documents will then be scanned by the counselor and given back. Preparation of the tax return will be done remotely. Clients will then be required to make a second appointment on Friday of the same week to review and sign the return in person.

Bring a photo ID, social security card,  last year’s tax returns, Forms W-2, SSA, 1099, 1099R, 1099G, brokerage statements and self employment records. Additional documents include mortgage interest; medical/dental expenses (including Form 1095A and insurance premiums); charitable donations; and sales, income and property taxes.  

If any apply, they cannot prepare returns self employment: there are employees, losses, expenses that exceed $25,000, depreciation or business use of home.

For homestead credit, bring the above documents and also a copy of the real estate tax bill or an original rent certificate signed by a landlord. If age 62 and under, are disabled and have no income, clients must also provide written proof of disability.