Tax Season Information

All library branches have 1040 Instruction booklets and forms. If you need other tax forms, library staff will assist you with printing them.

Forms may be downloaded at www.irs.gov or en espanol www.irs.gov/Spanish.

Patrons can also obtain copies of forms and Instructions through:

The IRS answers frequently asked questions by phone: www.irs.gov/help/telephone-assistance. However, this is not a tax preparation service. 

AARP Foundation Tax Aide will be available from February 1 to April 18, 2023.

What to Bring

When you come for your in-person tax preparation, be sure to have:

• ORIGINAL Social Security cards & correct birthdates for all family members (No copies)
• Photo IDs (If filing jointly, both spouses must present an ID and be present)
• Last year’s federal income tax return
• W-2 forms for all jobs worked during the current tax year
• All 1098 forms (for mortgage, higher education expenses, etc)
• All 1099 & other income forms
• Form 1095-A (ACA Healthcare)
• Amount of any income not reported on a statement
• Records of deductible/qualified expenses not shown on a statement
• A voided check and/or savings account number for direct-deposit (encouraged)
• Childcare provider info (name, address, tax ID/social security number)



AARP Tax Aide

AARP Tax Aide, provided by the AARP Foundation, provides FREE tax preparation for low-and moderate-income taxpayers, with special attention to those over 50. All taxes are filed electronically by IRS-certified volunteer tax preparers. You do not have to be an AARP member to use Tax-Aide services.

Manatee County sites will be open from February 1 to April 18, 2023.

Priority for tax preparation service will be given to those who make appointments. Walk-ins may not be served depending upon availability of a volunteer tax preparer. To schedule an appointment go on-line to: www.AARP.org/findtaxhelp or library staff at Manatee County library branches are available to help you make an appointment.

2023 AARP Tax Aide schedule

VITA (Volunteer Income Tax Assistance)

The Volunteer Income Tax Assistance (VITA) program is supported by United Way Suncoast and Step Up Suncoast. IRS trained and certified volunteers are available to assist residents, whose family income is less than $74,000 in 2022, with tax preparation.

UNITED WAY SUNCOAST- VITA TAX PREP MANATEE LOCATIONS
uwsvita.org

1-833-UWS-VITA

Rubonia Community Center
1309 72nd Street E, Palmetto
Mondays & Wednesdays 10:00 am -2:00 pm

Goodwill Manasota Corporate Campus
2705 51st Avenue E, Bradenton
Fridays 12:00-4:00 pm
Saturdays 10:00 am - 2:00 pm



Nearby IRS Offices

IRS Office Sarasota Map - 34232 - location
Address 5971 Cattle Ridge Blvd.
   
City Sarasota, FL 34232
Phone (941) 378-6448
Hours of Operation Monday-Friday - 8:30 a.m.-4:30 p.m.
Appointment Required Make Appointment by calling 844-545-5640
 

IRS Office Saint Petersburg Map - 33702 - location
Address 9450 Koger Blvd.
   
City Saint Petersburg, FL 33702
Phone (727) 568-2459
Hours of Operation Monday-Friday - 8:30 a.m.-4:30
Appointment Required  Make Appointment by calling 844-545-5640

Services available at IRS Offices:

  • Account inquiries (help with letters, notices and levies on your wages or bank account)
  • Adjustments (changes to tax account information or payments)
  • Alien clearances (Sailing Permits)
  • Assistance with Affordable Care Act tax provision questions for individuals
  • Assistance with questions about tax law changes in the Tax Cuts and Jobs Act is available year-round. See Tax Cuts and Jobs Act for more information.
  • Basic tax law assistance (answers related to your individual Federal Tax Return) (Topics)
  • Check, money order, or cash payment acceptance (Exact Change is Required)
  • Economic Impact Payment Issues
  • Form 911 PDF, Request for Taxpayer Advocate Service Assistance
  • Form 2290,  Heavy Highway Vehicle Use Tax Return (submission of tax return if unable to e-file)
  • Identity Protection Personal Identification Number (IP PIN) Request
  • Individual Taxpayer Identification Numbers and Form W-7  (More Information)
  • Payment arrangements
  • Procedural inquiries
  • Solutions to tax issues
  • Tax forms (All forms, instructions & publications are readily available online on IRS.gov. Availability is very limited in IRS offices)