AARP
Every Monday and Tuesday beginning February 3
AARP Tax Aide tax preparation and electronic filing is offered at the Wells Public Library. This assistance is offered to taxpayers with low and moderate incomes and gives special attention to people age 60 and older. If a joint return will be filed, both parties must be present.
Volunteers prepare and e-file tax returns, as well as answer many tax questions. Some returns may be too complicated, or considered "Out of Scope” based on the program guidelines and volunteer experience.
Please call 207-806-2774 to make your appointment. Please arrive 15 minutes prior to your appointment to complete the intake form or pick one up in advance at the library.
Required Documents:
- A copy of last year’s tax returns.
- Social Security cards or comparable documentation for you, your spouse, and all dependents.
- Income related documents: Forms W-2, Unemployment Compensation statements, SSA 1099, 1099R, and other 1099 forms showing income, or home mortgage interest.
- Expense related documents: Checks and forms showing federal and state taxes paid, 1098 forms, receipts or cancelled checks for medical, dental, charity, or business expenses, any vehicle and property taxes, and mortgage interest paid. Receipts need to be in order and legible.
- Brokerage Statements or other documentation showing the purchase price and date for all security or property sold or transferred during the tax year.
- Dependent Care Provider information: Name, Employer ID, Social Security Number.
- If you receive a pension or annuity from a former employer, please bring the date that you began to receive payments.
- A Check with your name printed on it for direct deposit or debit of any refund or balance due. A check in your checkbook is fine.
PLEASE NOTE:
The Maine Residents Property Tax and Rent Refund "Circuitbreaker” Program has been repealed as part of the enacted state budget for claims beginning on or after August 1, 2013. The Circuitbreaker Program has been replaced by a refundable Property Tax Fairness Credit that can be claimed on the Maine Individual Income Tax Form. For more information about the Property Tax Fairness Credit, click here.
If you plan to file for the Property Tax Fairness Credit, please bring all documents necessary to file your taxes, as well as your Property Tax bill, or Landlord’s name, address and phone number.
Where to Find Tax Forms / Instructions / Guides
Pick up at the library:
- Forms and instructions, including Maine 1040 forms, can be printed off for $0.15 per page. Please know exactly what forms you need; library staff cannot provide advice.
Receive in the mail:
- To request Maine State Tax Forms in the mail, visit Maine Revenue Service's Electronic Request Form or call Maine Revenue Service at 207-624-8475.
- To Request IRS Tax Forms in the mail, visit the Forms and Publications by U.S. Mail page on the IRS website or call the IRS at 800-829-3676.
Read/Print at Home:
- For thorough instructions in an easy-to-follow format, access the 2023 Federal Income Tax Guide.
- For Maine State Tax Forms/Instructions, visit the Tax Return Forms page of the Maine Revenue Services website.
- For IRS Tax Forms/Instructions, visit the Forms, Instructions & Publications page of the IRS website.