Tax Forms, Tax Information and Local Senior Citizen Tax Preparation

IRS TAX DEADLINE FOR 2019 IS

WEDNESDAY, APRIL 15, 2020.

The Library has the basic state and federal forms now available.


Click here for a helpful form you can download and print:

Tax Assistance 2020

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SENIOR CITIZEN AND LOW INCOME TAX PREPARATION

February 3 – April 9, 2020

Undercliff Volunteer Fire Department

700 Mt. Royal Boulevard, Pittsburgh, PA 15223

Monday/Tuesday/Wednesday/Thursday | 9:00 am to 1:00 pm

This year BY APPOINTMENT through Senator Lindsey Williams’ Office!

Call 412-364-0469.

Please note: Service is based upon the number of volunteers who can provide tax assistance that day. The doors will open at 9:00am and you will need to have an appointment and be checked in.—Tom Beecher, area coordinator, AARP volunteer tax assistance.

Please bring the following information with you for tax preparation:

  • 2018 Tax Return
  • W-2 from each employer
  • Unemployment statement 1099-G
  • Social Security Statement SSA-1099
  • Railroad Retirement Statement RRB-1099
  • All other 1099 forms
  • Dependent care provider documentation (name, address, EIN or SSN, amount paid)
  • Documentation supporting all deductions if itemizing
  • SSN cards or other documentation identifying themselves and dependents
  • 1095-A if health insurance was purchased on their own
  • 1098-T if qualifying for education deductions
  • Copies of property taxes or rent paid (if qualified for PA-1000)
  • Copy of blank check (routing and account number) for direct deposit

Volunteer tax preparers will be unable to assist with complex returns. For additional information, please call Sen. Lindsey Williams’ office at 412-364-0469.  There is no one to call at the fire hall.

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OTHER AARP VOLUNTEER TAX ASSISTANCE SITES

This form will give you the information above as well as a list of other sites which do tax preparation.  Please be sure to call the sites for additional information as restrictions may apply.

Click here for a helpful form you can download and print:

Tax Assistance 2020

You can search for other AARP Tax Sites here:

AARP Find A Site

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TAX FORMS

The Library has received the basic state forms and many state schedules. The Library has received the basic Federal forms.

 For other forms you need, you may:

  • Call the IRS to order tax products to be delivered by mail at 1-800-829-3676

  • Order tax products via the IRS website to be delivered by mail at IRS.gov/orderforms

  • To view and download forms go to www.irs.gov/forms

  • Copy forms via the library photocopier

The library is happy to assist you in printing/copying/ordering forms or publications, however, we are not tax professionals and therefore you need to know what forms/publications you need and what you need to print. Unfortunately, we do not have the resources to do this for free. SNHL charges 20 cents a page to print or copy.

HELPFUL TAX SITES

www.irs.gov—find federal tax products and information.

www.revenue.pa.gov—find state tax products and information.

www.shaler.org—find information regarding local service taxes and property taxes.

www.keystonecollects.com—information and forms to file local earned income tax.

www.irs.gov/filing—-free federal eFiling sites and guidelines.

www.doreservices.state.pa.us—information on eFiling at the PA Department of Revenue