Tax Information

Tax season for 2015 income is now open. The filing deadline is Monday, April 18, 2016.

Tax Forms    |     Library & Taxes    |    Phone Help    |    Tax Preparation Services

PLEASE NOTE: The IRS has reduced the amount of printed tax forms and publications available to public libraries nationwide. As a result, we have a limited amount of printed tax materials available in our branches for our customers. Library staff can assist you in locating tax materials. We cannot, however, provide you with tax advice. 

Federal Tax Forms

FREE OPTIONS to obtain tax products, tax preparation, and help with filing tax returns include:

  • Go to Forms and Publications by U.S. Mail and request that forms be mailed to your home
  • Download Forms and Instructions from IRS.gov/orderforms. You may use your daily print allowance of up to 5 free black+white pages per day to print tax forms at your local CCPL branch
  • Call the IRS toll-free at 1.800.829.3676 to order tax products to be delivered to your home by mail. This service is available 7:00 a.m. to 7:00 p.m., Monday through Friday, excluding Federal Holidays.
  • Visit an IRS Taxpayer Assistance Center, participating libraries and U.S. Post Offices. See below for Cleveland office
  • Income under about $54,000 or persons with disabilities: Volunteer Income Tax Assistance VITA free tax preparation and eFiling.
  • Tax Counseling for the Elderly TCE[60+]: free tax counseling, basic income tax preparation (see Find a VITA or TCE Site Now and enter zip code)
  • Free tax software for online forms and eFiling (income $62,000 or less) or free fillable forms (income over $62,000) at IRS Free File
  • Tax Help from AARP for low-to-moderate income taxpayers - especially those 60+ up [AARP Tax Aid Locator]

Links below access online tax forms:

FEDERAL TAXES

e-file
       The IRS does not automatically send out paper tax forms.  Choices include...
            •   Free File (and Fillable Forms)
            •   e-file options (Commercial Software)
            •   authorized e-file providers

Check out the FREE mobile app at IRS2Go
Filing online? Check out these reviews of the leading online tax services. (updated 12/18/15)

OHIO Department of Taxation
       •   Forms (includes popular forms, and Search Box  (Click on the Search button for browsable list)
       •   To order forms by phone (24/7) call 1-800-282-1782

RITA (Regional) Taxes
   Select Individual  from Tax Information column then find the form you need under Individual Forms+Instructions (ex.-Form 37).

PARMA Taxes
   You can now eFile or Download Parma 1040 and download Direction Guide

CLEVELAND Taxes 
from the Central Collection Agency: CCA Tax Forms page  (Print Only and  Interactive formats)

More Tax Forms

— OTHER STATES                                    — ALL OHIO CITIES 


TAXES and OUR LIBRARY

Below are the forms that should be available at your local branch (the Library has no control over when IRS delivers forms). Please call your local branch to check availability of IRS-delivered tax forms; replacements are not always sent by IRS when the forms run out. Links are included for forms accessible online.

  • 1040EZ Form
  • 1040A Form 
  • Publication 17, the Tax Guide 2015 for Individuals (pdf - 288 pages)
      •One reference copy will be available at each branch (not available from the Library in print).
      Taxpayers can access Publication 17 in English and Spanish online.
      •Also be available as an e-Pub for downloading from IRS.gov and viewing on most e-Readers and other mobile devices.
  • Publication 4604 (English+Spanish), How to Use the Web for IRS Tax Products & Information
For your convenience, the following forms are being prepared by the Library as a service to the people in our communities. More extensive documents listed below will include a $1.00 fee per item, as they are over 20 pages. NOTE: the nominal fee for tax documents of 20 pages or more helps cover a portion of the Library's printing costs. Please call your local branch to check availability of Library-prepared tax forms.
  • Ohio (IT) Universal 1040 (new, consolidated form issued by the state replacing the 1040, 1040EZ and 1040X) – free
    • This new all-inclusive Ohio 1040 Universal form includes all of the following:
      • Schedule A (Income Adjustments)
      • 2015 Ohio Schedule of Credits
      • Schedule J (Dependents Claimed)
      • Income Tax Payment Voucher for Amended Returns
      • 2015 Ohio IT RE – Reasons & Explanation of Corrections
    • Ohio Universal 1040 Instructions  – $1.00 fee (60 pages)  

  • IRS forms
    • 1040 free
      • 1040 Instructions  – $1.00 fee (105 pages)
    • 1040EZ free
      • 1040EZ Instructions  – $1.00 fee (44 pages)
    • 1040A free
      • 1040A Instructions  – $1.00 fee (88 pages)
    • 1040 Schedules
      • 1040 Schedule A and Instructions - free   (itemized deductions)
      • 1040 Schedule B and Instructions - free (instructions on page 2 of the form for interest & dividends )
      • 1040 Schedule C and Instructions - free  (Profit or Loss from Buisness)
      • 1040 Schedule D and Instructions - free   (Capital Gains & Losses) 
      • 1040 Schedule SE and Instructions - free   (Self-Employment Tax)

    • IRS Publications
      • Publication 501 (Exemptions, Standard Deducitons & Filing Info)  – $1.00 fee (30 pages)
      • Publication 529 (Miscellaneous Deductions)   – $1.00 fee (22 pages)
      • Publication 596 (Earned Income Credit)   – $1.00 fee (37 pages)  

Tax Help from AARP at our Library:

AARP Foundation Tax-Aide offers free, individualized tax preparation for low-to moderate-income taxpayers – especially 60+up. Set up appointment (required) at branch during regular library hours. Don't delay as slots fill quickly.

Bay Village Branch
Fridays, 10:00 a.m. - 12:30 p.m.

Fairview Park Branch
Tuesdays10:00 a.m. - 12:30 p.m.

North Olmsted Branch
Mondays11:00 a.m. - 2:00 p.m. 

Parma Branch
Tuesdays and Wednesdays9:30 a.m. - 2:00 p.m. 

Parma-Snow Branch
Mondays and Thursdays9:30 a.m. - 2:30 p.m. 


Tax Preparation Assistance

IRS Telephone Assistance

Best times to call = 8:00 a.m. and  3:00 to 4:30 p.m.
  • Recorded tax & refund info: 1.800.829.4477
    (Refund status and automated topics)
  • Tax information & notices1.800.829.1040
    (Making Work Pay tax credits+new tax legislation, refunds: press "0" to talk to person)
  • Tax information & notices (business):  1.800.829.4933
  • Taxpayer Advocate Helpline: 1.877.777.4778
    Service of IRS  for unresolved tax problems or hardships
  • Forms & Publication Orders: 1.800.829.3676
    Request print forms or form downloads
  • TDD Equipment: 1.800.829.4059  

Free Tax-prep Clinics

Income under $54,000 in 2015?  Walk-in clinics (no appointments taken) see 211 website for details on necessary documents:
  • Tri-C Western Campus: Galleria G 210  - Walk-in
        • February 5 - April 2, 2016           •  Fridays + Saturdays             • 10:00 a.m. - 2:00 p.m.
  • Baldwin Wallace University: Kamm Hall   - Walk-in
    • February 7 - March 20 (except Easter)           •  Sundays             • 9:00 a.m. - 2:00 p.m.
  • Hanna Elementary School, Parma Hts. - (by appointment: phone 2-1-1 to schedule)
        • January 27  9starting)          • Wednesdays  •  5:30 p.m. - 8:00 p.m.
  • Notre Dame College: Room 202 Regina Hall - (by appointment: phone 2-1-1 to schedule)
        • January 28 - April 16, 2016 (closed 3/4-3/6 + 3/24-3/26) •  Thursdays (2:00-5:00), Fridays+Saturdays (9:00-2:00)
  • Southgate VITA: Maple Hts.  - (by appointment: phone 2-1-1 to schedule)
        • January 30 -  April 15, 2016           •  Tuesdays (5:30-7:30 p.m.) and Saturdays (9:00 a.m.-1:00 p.m.)
  • Tri-C Corporate College West in Westlake: Room 203 - Walk-in
        • February 3 - March 23, 2016           • Wednesdays  •  4:00 p.m. - 7:00 p.m.

Tax Services

Federal Tax Preparation Assistance

IRS Free Tax Return Preparation by Volunteers:  (VITA for all, TCE for elderly)
Qualifications: $54,000/year or less income, elderly or disabled or have limited English. 

IRS free tax help locator: 1.800.906.9887

e-file with FREE FILE
If your income is $62,000 or less, one option is to use Free Filesoftware for free tax preparation and free e-filing.

IRS Taxpayer Assistance Center
1240 E. 9th St., Cleveland — 1.216.522.4048
  • Visit in person for help (bring photo ID)
  • No appointments
  • Office hours M-F 8:30-4:30

Ohio Benefit Bank - 2016

File Your Taxes for Free and Keep Your Whole Refund!
The Ohio Benefit Bank (OBB) is an Internet service that is available for Ohioans who are in need of help.  Please note that if you are married and filing a joint return with your spouse, you must have an adjusted gross income (AGI) of $95,000 or less to use our online service. If you are not married or not filing jointly with your spouse, you must have an AGI of $65,000 or less to use our online service.  File state and federal taxes for free with The Benefit Bank and receive refunds in 14 days or less. You can file online with no fees or other charges.  Go to the  OBB website for a self-serve filing program or to find a local site. The OBB project has been funded at least in part with Federal funds from the U.S. Dept. of Agriculture.

Cuyahoga Earned Income Tax Credit Coalition- 2016

Do you qualify for the Earned Income Tax Credit?
The Cuyahoga Earned Income Tax Credit Coalition is a local group that is funded by the Cuyahoga County Commissioners that does free income tax preparation for anyone who qualifies for the Earned Income Tax Credit (EITC). The EITC is a refundable tax credit available to working adults. The Earned Income Tax Credit is available to people who worked but earned less than $62,000 (that's for a couple filing jointly with three kids) in 2015.  Sponsoring free tax-prep clinics at Baldwin Wallace and Notre Dame, as listed above.  The coalition also offers a File for Free Online option.