Tax Filing Information

Tax Forms

• Federal forms and publications are available online at:  irs.gov/forms.   You may order other forms to be delivered by U.S. mail at:  irs.gov/orderforms, or by calling 1-800-829-3676.  The library currently has available 1040 forms, schedules and instruction booklets for tax year 2018.
• Massachusetts forms and instructions are available online at:  mass.gov/dor/forms  or by calling the Department of Revenue at 1-800-392-6089.
• 1099, W2, and  other employer forms can be ordered online at: https://www.irs.gov/businesses/online-ordering-for-information-returns-and-employer-returns

2018 Extension Forms

• 2018 Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Return
• 2018 Form M-4868: Massachusetts Income Tax Extension Payment Worksheet and Voucher

Tax Reform

• Tax Reform information from the IRS, including Publication 5307, Tax Reform: Basics for Individuals and Families and the full text of the Tax Cuts and Jobs Act. Also includes information for individuals, businesses, and tax exempt entities.

Electronic Filing

• Electronic filing information from the IRS, including FreeFile
• Mass.gov/eFile

Filing Assistance

• AARP Foundation Tax-Aide, an AARP Foundation program, helps low- to moderate-income taxpayers have more discretionary income for everyday essentials, such as food and housing, by assisting with tax services and ensuring they receive applicable tax credits and deductions. The program is available free to taxpayers with low and moderate income, with special attention to those 60 and older. Through a cadre of trained volunteers, AARP Foundation Tax-Aide has helped low- to moderate-income individuals for more than 40 years. Appointments are limited to those who earn less than $60,000. Complex issues such as net business loss, depreciation, rental income, and other extraordinary items may be out-of-scope, so please mention your issues when you call.   An appointment is REQUIRED. To make one, call the Acton Area AARP Tax Aide line at 978-760-9146,  February-April.

• Other AARP Tax Aide sites:  AARP Foundation Tax Aide Locator  (available late January/early February to April 15)

• IRS Volunteer Income Tax Assistance (VITA) and the Tax Counseling for the Elderly (TCE) programs 

Charitable contributions

• IRS.gov Tax Exempt Organization Search (formerly Select Check): Information about tax-exempt organizations, including those eligible to receive tax-deductible charitable contributions.

Reference Materials

The following tax reference materials are available in the library:

• The Ernst & Young Tax Guide
• J.K. Lasser's Your Income Tax
• United States Master Tax Guide
• Guidebook to Massachusetts Taxes

 

If you have questions about any of the information on this page, please call the Acton Memorial Library Reference Desk at 978-929-6543.