Free Tax Assistance Available Now!
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CAP Services offers free tax preparation services in Portage, Waupaca and Waushara Counties—and online! Low- to moderate-income individuals and families may qualify for FREE tax assistance.
Residents of Portage County can call United Way’s 2-1-1 to schedule an appointment for tax preparation services at Mid-State Technical College in Stevens Point.
Residents of Waupaca and Waushara counties can call 1-800-660-5430 to schedule an appointment in Waupaca or Wautoma.
WONDERING WHAT TO BRING TO YOUR APPOINTMENT?
If you have an appointment at one of CAP’s three service locations, we’ll mail you a reminder packet that includes the list below and the linked documents. If you’d like to start gathering paperwork or if your reminder mailing hasn’t arrived, see below for what you’ll need to bring to your appointment.
- IRS Intake form with pages 1-3 completed to the best of your ability
- Wisconsin Information sheet with page 1 completed to the best of your ability
- Tax refund worksheet with page 1 completed to the best of your ability
- The original social security card for each person on your tax return
- Driver’s license or other state- or federally-issued photo ID for all adults at the appointment (if you are married, both spouses must be present)
- All W-2s, 1099s and any other documents showing income you received in 2018
- All expense statements to support adjustments, deductions and credits
- Form 1095 showing health insurance coverage
- Federal and state tax returns from last year, including all the attachments
- Divorce decree, QDRO and/or IRS Form 8332 to allow child deductions, if applicable
- Self-employment worksheet, if applicable
If you misplaced or haven’t received certain items, you may be able to request replacements.
- Social Security card: Contact your local social security office to complete an application. Find your nearest office by calling 1-800-772-1213. You can also request a replacement card by creating a “My Social Security” account on the Social Security Administration website: www.ssa.gov.
- Health Insurance Coverage information: If you and/or your dependents had insurance through the Health Insurance Marketplace, you can call 1-800-318-2596 to request a copy of Form 1095-A. You can also log on to your account at www.healthcare.gov to download a copy of your form. For coverage through Badgercare, contact Member Services at 1-800-362-3002 to request a copy of Form 1095-B. For all other forms of coverage, you will need to contact your employer (if applicable) or your insurance provider directly to obtain a copy of Form 1095-C.
- Income statements: Contact your employer for copies of Form W-2 or Form 1099-MISC. Your financial institution(s) will be able to provide copies of most other kinds of income, including interest (1099-INT), dividends (1099-DIV), sale of stocks (1099-B), and pension or retirement payments (1099-R).
- SSI/SSDI: If you receive supplemental security or disability income, you can obtain copies of your Federal statements by calling 1-800-772-1213 and your Wisconsin statements by calling 1-800-362-3002.
- Mortgage Interest: Contact your lender if you haven’t received a copy of Form 1098.
- Student loan interest: Contact your lender if you haven’t received a copy of Form 1098-E.
- Education expenses: Contact your higher education institution if you haven’t received a copy of Form 1098-T or your student account statement. Both are required for calculating education tax benefits.
- Childcare expenses: Contact your provider if you haven’t received a year-end statement showing the amounts paid for each eligible child.
- Homestead expenses: Contact your County Treasurer’s office if you have not received a copy of your Property Tax Bill. Renters, contact your landlord(s) to obtain a rent certificate showing how much you paid in rent for the year. If needed, you can download a blank rent certificate.
The following is a list of other common tax forms or other statements you may have received. If you have any of these forms for the current tax year, please bring them to your appointment.
- Copies of Forms 1040-ES showing estimated tax payments
- Forms W-2G, gambling income
- Forms SSA-1099, social security income
- Forms RRB-1099 and RRB-1099-R, railroad retirement
- Forms 1099-MISC, non-wage earnings, contract jobs
- Forms 1099-G, unemployment and/or tax refunds
- Any other 1099 form you received
- Records of any other income during 2018, both taxable and nontaxable (for example, alimony, jury duty, SSI, SSD, Wisconsin Works (W2) payments)
- Records of amounts paid into or taken out of any IRA or other retirement plan
- Records of any medical expenses, health insurance premiums, charitable contributions, employee business expenses, mileage logs, education expenses, childcare expenses (and childcare provider info including tax ID), or other expenses qualifying you for a deduction or credit
- If you are claiming the Homestead Credit and you or your spouse are under age 62 with no earned income, you will need to provide a statement from the Veteran’s Administration, Social Security Administration, or your physician verifying your disability status.
Do your own taxes online for FREE!
Online tax preparation is available in any location! Individuals or families with a combined income of $66,000 or less in 2018 can visit myfreetaxes.com to file their federal and state returns. MyFreeTaxes is provided through a partnership between United Way and H&R Block.