Legal & Tax Information

• You and your spouse are US citizens or have an ITIN
• You and your spouse lived in Wisconsin for the entire year of 2022
• If you or your spouse had jobs, earned income was from Wisconsin only
• You did not get married or divorced in 2022
• You have valid Social Security Cards for all taxpayers and dependents
• You have valid Photo IDs for all taxpayers
• If you are married, taxes are filed jointly and both spouses need to be at the appointment
• Only 2022 Taxes will be prepared

If you have questions about your eligibility, email lacrossetaxaide@gmail.com or call (608) 501-1513.

• Taxes will be prepared in one appointment, which may take up to 3 hours
• If you are self-employed and deduct business mileage, you need to document business mileage from 1/1/2022-6/30/2022 separately from business mileage from 7/1/2022-12/31/2022 due to different rates that can be deducted

• Online scheduling is now available 
• If you cannot schedule online, call (608) 501-1513 to schedule an appointment
  • A volunteer will call you back Monday through Friday during business hours 
• An appointment is required, drop ins will not be accepted
• Appointments will be available from 8:30 a.m. to 3:30 p.m. from February 8 - April 6 at the La Crosse Hogan Administrative Center, 807 East Ave South
• If you need to cancel an appointment
  • Use the link from your confirmation email
  • If you did not receive a confirmation email, call (608) 501-1513 or email lacrossetaxaide@gmail.com and leave your name, date, and time of the appointment
  • We will not contact you to confirm your cancellation
• If you need to reschedule an appointment
  • Use the link from your confirmation email
  • If you did not receive a confirmation email, call (608) 501-1513 or email lacrossetaxaide@gmail.com and leave your name, date, and time of the appointment
  • We will contact you Monday through Friday during business hours to reschedule 

• These are available at any La Crosse Public Library
• This packet includes an Overview as well as Intake Documents
• Fill Out These Intake Forms as Thoroughly as Possible

• Completed Intake Forms
• Social Security Cards or Social Security form SSA-1099 (which includes the full social Security number) for all Taxpayers and Dependents
• Government issued Photo ID for all Taxpayers such as a driver’s license, Passport, WI Identification card, University/College photo ID
• If you want your refund to be direct deposited, proof of your bank account routing and account numbers, such as a blank check or bank statement
• 2021 Tax Returns
• All income statements including SSI, Social Security Form SSA-1099, 1099 R’s, W-2’s, Interest and Dividend statements, Brokerage Statements, etc.
• Student Loan Interest Statement
• College Tuition Form 1098-T
• Information about child or dependent care expenses
• Signed Rent Certificate or Property Tax statement if you are applying for Homestead Credit
• Disability statement if you are applying for the Homestead Credit, are under 62 years old, and have no earned income
• Form 1095-A if your Health Insurance is from the Healthcare.gov Marketplace
• All other tax documents you receive from the IRS

• Enter the Main doors on the West side of the building, near the handicapped parking
• The door is opened, please do NOT ring the doorbell

• Currently masks for Taxpayers and Volunteers are not mandatory but are recommended
• If the CDC reports significantly increased COVID cases in La Crosse County, COVID protocols may change
• Call (608) 492-0113 to hear updated information regarding COVID protocols