The Evanston Main Library, 1703 Orrington Ave., will serve as a tax site for the Center for Economic Progress through April 13. Tuesday and Thursday hours are 5:30-8:30 p.m.; Saturday hours are 10 a.m.-1 p.m. Feb. 23. Tax preparation is offered on a first-come, first-served basis to households earning up to $55,000 and individuals earning up to $30,000 annually who are full-year Illinois residents.
Sites will stop taking new clients at least one hour before closing, possibly earlier during busier sessions. Both spouses must attend if they are filing a joint return.
The following items must be brought:
• original Social Security card/ITIN letter for everyone on the tax return;
• a valid form of photo identification; all 2018 tax documents (W-2s, 1099s, etc.);
• bank account and routing numbers for direct deposit;
• proof of health insurance coverage (Form 1095-A, 1095-B, 1095-C, Medicare card) or Certificate of Exemption;
• last year’s tax return, if available.
If applicable the following items should also be brought:
• form SSA-1099 for those receiving Social Security benefits;
• a copy of property tax bill paid in 2018;
• form 1098-T, student account transcripts, and other records related to amounts paid for college (college students);
• form 1099-K and/or Form 1099-MISC, records of miles driven (available on online profile – Uber or Lyft drivers); income and expense records (if self-employed).
Among those not eligible for these tax services are:
Taxpayers with income from rental property, Form 1099-A (Acquisition or Abandonment of Secured Property), Form 1099-C (Cancellation of Debt) for discharged debt other than credit card (Box 4); taxpayers wishing to claim the home office deduction, and taxpayers whose business produces a loss.
There are other situations that are out of scope. Staff will examine each situation after a client arrives at the site.
Those who need help applying for or renewing an Individual Taxpayer Identification Number may email ITIN@goladderup.org or call 312-409-1555 to schedule an appointment.
Clients who need to file amendments (Form 1040X) or prior-year returns should visit a tax site in March. Priority will be given to current-year returns in February and April.