Irving Public Library

Posted on: January 19, 2017

Are You Prepared?

Income tax filing help in Irving

Now that the Christmas tree is down and the first New Year's resolutions are broken, it's time to start worrying about filing last year's taxes. The Irving Public Library, AARP and other local agencies are here with tax forms and can even help you file your taxes.

Tax Forms

The IRS has reduced the variety of forms and instructions books they provide in print form for free. This year all four libraries will have the following documents, while supplies last:

  • 1040-EZ form 
  • 1040-EZ instruction booklet
  • 1040 form
  • 1040A form
  • 1040A instruction booklet

Irving libraries are waiting for the 1040 instruction booklet from the IRS, and we will update this article when received.  For all other tax forms and instruction sets, please visit the IRS web site -

Free Tax Filing Assistance

The information below regarding assistance locations and document instructions is also available in this easy-to-print document.

The AARP, United Way, VITA and Irving Public Library offer free filing assistance for middle and low-income taxpayers living in households earning $54,000 or less in 2016. All locations offer limited Spanish language assistance.

AARP Tax Aid Site

Irving Human Services Building (adjacent to the East Branch Library)

440 S. Nursery Rd.

NOTE - NO PHONE available

Saturdays, February 4 to April 15, 10 a.m. to 2 p.m.

Numbered forms will be handed out at 9:30 a.m. This is a walk-in site, all ages welcome. First come, first served.

AARP Tax Aid Site

Heritage Senior Center

200 S. Jefferson

By appointment only: (214) 770-5599

Mondays & Thursdays, February 2 - April 13, 8 am – Noon

Preference to Seniors

United Way Free Tax Site

Irving Cares

440 S. Nursery Rd.

By appointment only: (214) 370-9353

Tuesdays in February, March & April, 4:00pm to 8:00pm

VITA Tax Assistance Site

Nimitz High School

100 West Oakdale

IRS Certified, Nimitz Student Tax Preparers

Saturdays, February 4 – April 15, 9:30 am - 2 pm. Walk-Ins welcome.

Tuesdays, 4:30pm – 5:30pm. By appointment only, call (972) 600-5700.

Tax Filing Instructions

Before meeting a tax assistance volunteer, gather this information and bring it with you:

  • Basic Info - Required
  • Social Security Cards or ITIN Letters for everyone on the tax return
  • Your Photo ID
  • Bank information (routing and account numbers for direct deposit)
  • Last year’s tax return (if available)

Your Documents (bring all that apply to you):

  • Form W-2 – Wage and Tax Statement
  • 1095 - Health Insurance Marketplace Statement or other proof of health insurance coverage
  • Health Insurance Marketplace exemption certificate
  • 1099-SSA - Social Security Benefit Statement
  • 1099-MISC showing Miscellaneous Income
  • 1099-R forms if you received a Pension or Annuity
  • 1099-INT if you received Interest Income
  • 1099-G if you received Unemployment Compensation
  • 1099-DIV if you received Dividend Income
  • 1098-T – Tuition Statement
  • 1098-E – Student Loan Interest Statement
  • W-2G – Certain Gambling Winnings
  • For Homeowners:  Form 1098 – Mortgage Interest Statement & Receipt showing real estate taxes paid

Your Records (bring all that apply to you):

  • Child and dependent care expenses
  • Education expenses
  • Medical expenses
  • Charitable expenses
  • Retirement contributions
  • For Homeowners: Receipts for energy-saving improvements on your home

If you are self-employed:

  • Record of business expenses
  • Record of business income
  • Forms 1099-MISC

Are you ready to file on your own?

It's fast, easy and free if your household income is under $54,000 annually. File your own taxes online for free at or

NOTE: the IRS reminds taxpayers that a new law requires the IRS to hold refunds claiming the Earned Income Tax Credit (EITC) and the Additional Child Tax Credit (ACTC) until Feb. 15.

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