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Tax Preparation Assistance | Morrison Talbott Library

215 Park Street, Waterloo, IL 62298

Eligibility
Household income must have been less than $69,000
Required documents
  • Photo ID
  • Social Security cards for self, spouse and dependents
  • An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for self, spouse and dependents if Social Security number isn't available
  • Proof of foreign status, if applying for an ITIN
  • Birth dates for self, spouse and dependents on the tax return
  • Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers
  • Interest and dividend statements from banks (Forms 1099)
  • All Forms 1095-A, B or C, Affordable Health Care Statements/Health Insurance Statements
  • Health Insurance Exemption Certificate, if received
  • A copy of last year’s federal and state returns, if available
  • Proof of bank account routing and account numbers for direct deposit such as a blank check
  • To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms
  • Total paid for daycare provider and the daycare provider's tax identifying number such as their Social Security number or business - Employer Identification Number
  • Copies of income transcripts from IRS and state, if applicable
  • Property tax bill
Hours
  • Tue-Thu - 9:00am to 12:00pm(Noon)
February 3 - April 9, 2026
618-939-6232
Voice·

Main

To access this service, contact:

Jamie (Director)

618-939-6232
Languages
English
Application process
Call (618) 939-6232 to schedule an appointment
Fees
No Fees
Service area
City of Waterloo in Illinois
Library. Services include Tax Preparation Assistance and Libraries.
Last Assured
12/10/2025
Data provided by
United Way of Greater Kansas City 211
Providing organization
MORRISON TALBOTT LIBRARY
Library. Services include Tax Preparation Assistance and Libraries.