2013 Tax Season
- A limited selection of federal tax forms and publications will be available at the following MCPL branches: Aspen Hill, Bethesda, Chevy Chase, Damascus, Little Falls, Long Branch, Marilyn J. Praisner, Poolesville, Potomac, Rockville Memorial, Silver Spring, Twinbrook, Wheaton, and White Oak. As of 2/7/2013; most forms have arrived; delay has been caused by last-minute tax legislation passed by Congress.
- Get forms online at IRS Forms and Publications or by visiting the local IRS taxpayer service office. IRS en Español.
- File online with e-File.
- Notebooks with Reproducible Federal Forms for Photocopying will be at Aspen Hill, Bethesda, Chevy Chase, Damascus, Germantown, Little Falls, Poolesville, Potomac, Quince Orchard, Rockville Memorial, Silver Spring, Twinbrook, and White Oak. As of 1/23/2013, these notebooks have not arrived. Delay is due to last minute tax legislation passed by Congress.
- Visit the local IRS taxpayer service office for forms and assistance.
11510 Georgia Ave., Wheaton (2 blocks north of University Blvd.)
M-F 8:30 am - 4:30 pm
202-283-8097 or 1-800-829-1040
- Available at Aspen Hill, Bethesda, Chevy Chase, Davis, Long Branch, Marilyn J. Praisner, Poolesville, Potomac, Rockville Memorial, Silver Spring, Twinbrook, Wheaton, and White Oak. Supplies are limited.
- Get forms online at Maryland Forms and Instructions for Individuals, or by emailing firstname.lastname@example.org, or by visiting the local Maryland taxpayer service office. Formas e Instrucciones en Español.
- File online with iFile.
- Visit the local Maryland taxpayer service office for forms and assistance.
11510 Georgia Ave., Suite 190 Wheaton (2 blocks north of University Blvd.)
M-F 8:30 am - 4:30 pm
301-949-6030 or 1-800-MD-TAXES (1-800-638-2937)
- Official State Tax Websites from the Federation of Tax Administrators
RSVP/AARP Tax-Aide Program provides free income tax preparation by trained volunteers for low-to-moderate income Montgomery County taxpayers – especially seniors 60 and over. Call 240-777-2577 starting January 29, 2013, to make an appointment. Appointments can be made Monday through Friday, 9:00 am - 3:30 pm.
- Aspen Hill Library: Thursdays, 10:30 am - 4:00 pm, February 7 through April 11.
- Bethesda Library: Mondays, 10:30 am - 4:00 pm, February 4 through April 15, except February 18, when the libraries are closed for Presidents Day.
- Chevy Chase Library: Thursdays, 10:30 am - 4:00 pm, February 7 through April 11.
- Davis Library: Fridays, 10:30 am - 4:00 pm, February 8 through April 12.
- Germantown Library: Mondays, 10:00 am - 3:30 pm, February 4 through April 15, except February 18, when the libraries are closed for Presidents Day. On March 11 and March 18, volunteer sign language interpreters will be available for deaf customers who have made an appointment for tax assistance.
- Long Branch Library:
- Wednesdays, 12:00 noon - 3:00 pm, February 6 through April 10.
- Saturdays, 11:00 am - 3:00 pm, February 9 through April 13 (except on February 16 and March 16, when the hours will be 12:00 Noon - 3:00 pm).
- Marilyn J. Praisner Library: Wednesdays, 1:00 pm - 4:00 pm, February 6 through April 10.
- Poolesville Library: Fridays, 10:00 am - 3:00 pm, February 8 through April 12.
- Silver Spring Library: Tuesdays, 1:30 pm – 4:30 pm, February 5 through April 9.
- Wheaton Library: Fridays, 10:30 am - 3:00 pm, February 8 through April 12.
Community Tax Aid. Walk-in service only; no appointments. For individuals with no more than $35,000 in income and families with no more than $51,000.
- Rockville Memorial Library: Saturdays, 12:00 noon - 3:00 pm, February 2 through April 13, except March 30.
VITA (Volunteer Income Tax Assistance). Walk-in service only; no appointments. Provides free tax preparation by IRS certified volunteers for families earning less than $51,000 annually.
- Wheaton Library: Thursdays, 3:00 pm - 8:30 pm, February 7, 14, 21, & 28; March 14 & 21; April 4 & 11.
Additional listings should be displayed here by end of January 2013.
RSVP/AARP Tax-Aide Locator. Free tax help to seniors and people with low-to-moderate incomes. By appointment only.
Community Action Agency VITA. Locations in Gaithersburg, Silver Spring, Rockville, and Wheaton. Provides free tax preparation by IRS certified volunteers for families earning less than $51,000 annually. Call 240-777-1123 to make an appointment or schedule an appointment online.
Community Tax Aid. Walk-in service only; no appointments. For individuals with no more than $35,000 in income and families with no more than $51,000. St. Camillus Church, St. Francis International School, 1500 St. Camillus Drive, Sundays, 1 pm – 4 pm, January 27 to April 14, except February 17 and March 31.
Federal IRS Tax Office 11510 Georgia Avenue, Wheaton. For services at the Wheaton location, click on "Services Provided."
Maryland Taxpayer Service Office. 11510 Georgia Avenue, Suite 190, Wheaton. For assistance with Maryland forms only. Bring your completed federal return and all W-2 statements, supporting documents (i.e. 1099 statments etc.) and photo ID with you. No appointment is necessary.
- Last year’s Federal and State tax returns
- All W2s, 1098s, 1099s, and other documents regarding income (interest, dividends, pensions, IRA disbursements, stock sales, mortgage, brokerage, student expenses, etc.)
- Social Security or Railroad Retirement statements
- Social Security cards, particularly for children. Or Individual Tax Identification Notices (ITIN) for each member of your family.
- Basis for any stock sales (purchase date and cost)
- Alimony received or paid for the year
- If Married Filing Separately: spouse’s SSN; if spouse is itemizing expenses, bring concise list of spouse's expenses.
- Concise list of expenses if you wish to itemize
- Statement of annual child care expenses prepared by the child care provider and their tax ID
- Property tax records
- Estimated tax payments (Federal and State)
- Photo IDs for adults (for example, driver's license, passport, age of majority card)
- If you bought a new auto in 2012: the cost and the sales tax paid and the date of purchase
- If you were a first-time home buyer in 2012: the purchase price and date of purchase
Tax volunteers are trained to do simple returns for those with low to moderate incomes. They do not handle returns involving businesses with employees, K-1s, rentals, or extensive stock sales.
Nolo's Legal Encyclopedia - Taxes and Audits
Very practical information on issues like saving your receipts, what to do if you haven't filed a return for a long time, handling audits. Also addresses small business filing concerns.
SmartMoney Tax Guide
Information site covering tax topics like how to treat capital gains, alternative minimum tax, estate taxes. Useful worksheets for tax calculations.
Yahoo Tax Center
A gateway with tax news, basics, and strategies.
Tax Tips in American Sign Language from the IRS
Also note: On Monday, March 11, and Monday, March 18, RSVP AARP tax volunteers at Germantown Library will be accompanied by volunteer sign language interpreters for deaf customers. To schedule an appointment, call 240-777-2577.