AARP tax volunteers and the Aging and Disability Resource Center of Monroe County are pleased to
announce the 2024 tax season dates. The free, confidential service is open to low – moderate income
residents with a focus given to adults 60 or older.
Starting on Feb. 7, residents can have their taxes completed in Sparta at the Sparta Barney Community
Center at 1000 E. Montgomery St. The volunteers will be available on Wednesday and Friday through
April 10.
The service is free, however, reservations are required. Appointments can be made starting January 15
by calling 608-487-7112 between 9:30 am – 3:30 pm Monday through Friday.
You will need to bring your tax information, including
- Copy of last year’s income tax return(s)
- Property Tax bills
- W-2 forms from each employer
- Unemployment compensation statements
- SSA-1099 form if you were paid Social Security benefits
- All 1099 forms (1099-INT, 1099-DIV, 1099-B, etc.) showing interest and/or dividends and documentation showing original purchase price of sold assets
- 1099-misc. showing any miscellaneous income
- 1099-R form if you received a pension or annuity
- Capital Gains information
- Deductible Items; Mortgage expenses, tax receipts
- All forms indicating federal and state income tax paid
- Any recent IRS or state tax department correspondence
- Dependent care provider information (name, employer ID, Social Security number)
- All receipts or cancelled checks if itemizing deductions
- Social Security cards or other official documentation for yourself and all dependents
- Government-issued photo ID for the taxpayer(s) on the return
- Checking or Savings Account information for direct deposit of refund or balance due
To ensure our tax season runs more smoothly, we will have packets available for each person wanting to
have their taxes done by our service. These packets will have the forms you previously completed on
site prior to getting your taxes completed. Please stop at the Senior Dining Site in the Barney Center to
pick your packet up after you have made your appointment. These forms should be completed prior to
your appointment. Please DO NOT call the Barney Center if you have questions on these forms. They
are out host site only. They are not part of the tax process. The forms will be reviewed when you come
for your appointment and your questions will be answered at that time. This process is being done to
further streamline the process as well as giving you additional time to complete the forms at your
leisure.
Due to complexity of the tax laws, we are unable to complete returns for married people filing
separately, people who were divorced in 2023, most types of business returns and only complete state
taxes for Wisconsin. If you are unable to keep your appointment, you will need to cancel prior to the
scheduled time by calling 608-487-7112 and let them know. No show clients will be rescheduled at the
end of the season only if schedules permit.
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