Income Tax Resources

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Income Tax Resources

 
AARP Tax Assistance

Tax counselors from AARP will offer tax help for basic 2023 Federal and Connecticut State income tax returns at the Harry Bennett and Weed Memorial & Hollanders branches from February 3 to April 15, 2024.


Harry Bennett Branch

115 Vine Road, Stamford, CT 06905

Mondays, from 10 a.m. to 2 p.m.
Wednesdays, from 10 a.m. to 2 p.m.


Weed Memorial & Hollander Branch

1143 Hope Street, Stamford, CT 06907

Saturdays, from 10 a.m. to 1 p.m.


Stamford Senior Center - Computer Lab Government Center

February 1 to April 15, 2024
Hours: Mondays and Thursdays, from 1 to 7 p.m.
By appointments only.
Call: (203) 977-5151 after January 22.


Internal Revenue Service Federal Income Tax Filing

Norwalk Field Office
761 Main Avenue, Norwalk, CT 06851
For office information call: (203) 840-4195
To make an appointment call: (844) 545-5640

Tax filing service options help taxpayers file income taxes faster, easier and more accurately than with traditional paper forms. Households can visit the website or call about filing options including electronic filing options.

Eligibility: Individuals seeking to file a tax return at no cost or discounted cost

Hours: Monday through Friday from 8:30 a.m. to 4:30 p.m.; closed from 11:30 a.m. to 12:30 p.m.


Building One Community

417 Shippan Avenue, Stamford, CT 06902
Call: (203) 674-8585

Hours: Tuesdays from 1 to 4:30 p.m.; Saturdays from 9 a.m. to 12:30 p.m.

Appointment registration opens January 22. The last day of tax preparation service at this location is April 13.

Click here for more information, and to book an appointment. 


VITA Tax Assistance

My Free Taxes (United Way)

MyFreeTaxes helps people file their federal and state taxes for free, and it’s brought to you by United Way.


SimplifyCT

SimplifyCT offers free Professional Tax Prep in English and in Spanish. Help is available in person or remotely.

More Tax Resources

State of Connecticut Income Tax Information
Connecticut Tax Forms: Resident Income Tax and Part-Year/Non-Resident Forms
New York States Tax Forms
Federal Income Tax Information
Federal Income Tax Forms & Instructions

For more information, please call the Ferguson Library reference desk at (203) 351-8221.

 

 

Required Documents for Tax Filing

 

  1. Photo ID for you, and spouse if filing jointly  
  2. Social Security Cards or ITIN Letters for every member of the family (If you do not have a card for every member of the family, you must contact the social security administration to replace card prior to having taxes prepared.)  
  3. W-2s and/or 1099s from all jobs worked in 2023 
  4. 1099-NEC (non-employee compensation) is required to complete an accurate tax return. It shows taxpayer is considered self-employed 
  5. Health Insurance Documents If you signed-up for health insurance through the CT Marketplace, you must bring all tax documents (forms 1095A, B or C) that you receive from the Marketplace. (If you received form 1095A, it is required to complete your tax return.)
  6. Unemployment Compensation Form 1099G. This form will not be mailed; taxpayers must get them from the CT Department of Labor. Call 800 956-3294.
  7. If self-employed, receipts of any related business expenses. Expenses must not exceed $35,000.
  8. Interest/Dividend statements from your financial institutions, if applicable, in forms #1099 INT, 1099DIV  
  9. Tuition and student loan information, if applicable, in form 1098T or 1098E  
  10. Documentation from your daycare provider (their SSN or EIN) if you paid for child care in 2023
  11. If you own a home, your annual mortgage information.   
  12. If you itemized your return last year, your state of CT refund information (or last year’s tax return)  
  13. A record of any taxes paid to the town (property taxes, automobile, etc.)  
  14. Records of any charitable donations (monetary or other)  
  15. Any other income information or IRS notices that you received. If filing a prior year tax return, please include Child Tax Credit letter and Stimulus Money letter, or know exact amounts received for each.
  16. Copy of your last two years’ tax returns.   
  17. NOTE: If you would like to direct deposit your return, please bring a check from your checking account or the account and routing number for your savings account. This will significantly reduce the refund time period.