Free Income Tax Assistance

Need help completing your taxes?

Taxes are due on April 18, 2023. An IRS Certified Volunteer can provide free tax preparation at the Library! Information on dates / times is subject to change.

Reach out to a librarian with any questions or for one-on-one assistance navigating these resources!

Call 574-282-4646
Email library@sjcpl.org
Visit any library location

Notre Dame/St. Mary’s (ND/SMC) Tax Assistance Program

Online registration for the ND/SMC Tax Assistance Program at Main Library opens two weeks prior to each date. Registration for the first date opens January 21, 2023.

Eligibility Requirements

• Must be a US citizen or resident
• Combined household income must be less than $60,000 or less than $35,000 for an individual.
• We will prepare federal and Indiana tax returns 
• Both taxpayers must be present if filing a joint tax return
• We cannot prepare tax returns if: (a) income from rental property, (b) taxpayers in bankruptcy (c) taxpayers who receive cancellation of indebtedness income (Form 1099-C) (d) business owners who have a net loss or business expenses in excess of $35,000 (e) business owners who claim home office deductions (f) business owners who claim depreciation (g) business owners who have employees (h) business owners who keep inventory

ND/SMC Schedule at Main Library
February 4 – April 15, 2023

Volunteer Income Tax Assistance (VITA) / Goodwill Tax Assistance

Taxpayers who make $64,000 or less can make an appointment on VITA’s online booking site or by calling 574-800-1361 beginning January 4, 2023. Masks are required.

Tutt Branch
Mondays (10:00am – 3:30pm)
February 6 – April 10, 2023

Western Branch
Wednesdays (10:00am – 3:30pm)
February 8 – April 12, 2023

LaSalle Branch
Thursdays (12:30pm – 6:00pm)
February 9 – April 13, 2023

• Wages, salaries, etc. (Form W-2)
• Interest Income (Form 1099-INT)
• Dividends Received (Form 1099-DIV)
• State Tax Refunds (Form 1099-G)
• IRA Distributions (Form 1099-R)
• Pension Income (Forms 1099-R, RRB-1099-R, CSA-1099)
• Social Security Benefits (Form SSA-1099, RRB-1099)
• Simple Capital Gain/Loss (Form 1099-B) limited
• Sale of Home (Form 1099-S) limited
• Self-employed Income (Form 1099-MISC) limited

• Gambling Winnings (Form W-2G)
• Cancellation of Debt (Form 1099-C) limited
• Health Savings Accounts (Form 1099-SA) limited
• Itemized Deductions limited
• Education Credits (Form 1098-T)
• Child Tax Credit
• Earned Income Credit
• Health Insurance Statements (Forms 1095-A, B or C)
• Prior Year and Amended Returns limited
• Form 8615 (tax on certain children’s unearned income) limited

• Schedule C with loss, depreciation or business use of home
• Complicated Schedule D (capital gains and losses)
• Form SS-5 (request for Social Security Number)
• Form 8606 (non-deductible IRA)
• Form 8814 (child taxed at parent’s tax rate)
• Form SS-8 (determination of worker status for purposes of federal employment taxes and income tax withholding)
• Parts 4 & 5 of Form 8962 (Premium Tax Credits)

Please see a professional preparer for assistance with complicated returns.

• For married filing joint, both spouses must be present
• Photo identification for you and your spouse (if filing joint return)
• Social Security cards or Individual Taxpayer Identification
• Number documents for you, your spouse, and dependents
• Birth dates for you, spouse, and dependents
• A copy of last year’s tax return
• All Forms W-2, 1098, and 1099

• Form 1095-A (Marketplace Health Insurance)
• Information for other income
• Information for all deductions/credits
• Total paid to day care provider and their tax ID number
• For direct deposit of refund, proof of account
• For prior year returns, copies of income transcripts from IRS if Form W-2 not available
• Landlord’s name and address (if renting)