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Tax Preparation

Access general tax information, downloadable forms, and free online filing and tax help below, or learn more about how AARP Tax-Aide Service has changed to low contact by appointment only.

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Forms & Instructions

Download and print:

The Indiana Department of Revenue will not provide paper tax forms to the library this year.

Paper copies of some IRS (federal tax forms) will be available at the library while supplies last.

Order forms for delivery by mail at:

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Filing Your Taxes

On your own:

  • Federal
  • Indiana: You may qualify to use our fast and friendly INfreefile to file your IT-40, IT- 40PNR, or IT-40RNR directly through the Internet. Other major online tax preparation services may allow Indiana filing.

With assistance:

  • Federal Returns
  • Indiana Returns: Visit an IN Department of Revenue district office in Indianapolis, Kokomo, Muncie, or one of their 9 other locations. Learn More

AARP Tax Assistance Information:

Online Filing & Tax Help:

 

  • IRS Free File allows you to prepare and file your federal individual income tax return for free using tax-preparation-and-filing software or Free File Fillable Forms.
  • MyFreeTaxes allows individuals with a simple return to file both federal and state returns free* using H&R Block’s premium online tax filing software. *Eligibility requirements apply.

HEPL’s AARP Free Tax-Aide Service

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What's New

1. Do not come to the library for AARP tax assistance without an appointment. Appointments are available at the Noblesville Library (only) on Tuesdays and Wednesdays from February 6 to April 10, 2024.

2. Only one return per AARP appointment is allowed.  After your initial interview and document review with a Tax-Aide volunteer, your return will be prepared at the library while you wait. You will review your tax return with the volunteer before signing, after which the tax return will be E-filed.

3. It is very important to provide an email address when scheduling your appointment in order to receive a confirmation. If you do not have an email address, perhaps you could use an email address from a family member.

4. While every effort will be made to prepare your tax return at your appointment time, events beyond our control may prevent us from doing that. Please be patient, and we will get to your tax return as soon as possible.

5. No walk-ins are accepted.

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Appointment Documents

What to bring to your appointment:

  • Government issued IDs are required for the taxpayer/spouse.
  • Copy of last year’s tax return and Social Security card(s).
  • Social Security cards for any dependents on the return.
  • W-2 forms from each employer.
  • 1099-G Unemployment compensation forms.
  • 1095-A from the health insurance purchased through the marketplace.
  • SSA-1099 forms if you received 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 assets sold.
  • 1099-MISC/1099-NEC for miscellaneous or self-employment income.
  • 1099-R form if you received a pension, annuity, or IRA distribution.
  • Tabulated total of cash income and expenses if self employed.
  • All forms indicating federal and state income tax paid.
  • Dependent care provider information (name, address, employer ID or Social Security number, amount paid).
  • Names, dates of birth, and Social Security cards for all dependents.
  • Homeowners – amount of real estate taxes paid in 2023.
  • Renters – amount of rent paid in 2023, name and address of landlord.
  • IRS forms indicating the amount of Advanced Child Tax Credit payments you received.
  • Any other tax forms received.