Investing, Finance & Taxes

Morningstar

LOG IN TO THIS RESOURCE. Analyst reports and ratings for over 40,000 investments including stocks, mutual funds and ETFs. Articles and videos on investing and personal finance. (Due to license restrictions, there is a limit of four simultaneous library users.)

Personal Finance and Investing Guide

Personal Finance

  • AARP Financial Planning and Retirement
    Information on budgeting, financial planning and retirement, with special interest for senior citizens.
  • Bankrate
    Compare bank rates for mortgages, home equity loans, CDs, auto loans, credit cards, etc. from Bankrate, Inc.
  • Currency Exchange Rates
    This provides a multilingual currency converter. It uses daily OANDA Rates, the touchstone foreign exchange rates used by corporations, tax authorities, auditing firms, and financial institutions. It includes current and historic rates. From OANDA Corp.
  • Marketplace
    Web home of the public radio show (American Public Media) that discusses financial matters of interest to consumers. Marketplace can be heard at 6pm each weeknight on KBIA, Columbia, MO.

Investing

  • Morningstar
    View articles and videos on investing and personal finance, and read analyst reports and ratings for over 40,000 investments including stocks, mutual funds and ETFs. (Limit to 4 simultaneous users.)
  • Value Line Investment Survey
    See full-page reports, analyst commentaries and Value Line’s trademark rankings of all stocks covered by the print edition.
  • Financial Industry Regulatory Authority
    Helps “investors build their financial knowledge and provide them with essential tools to better understand the markets and basic principles of saving and investing.” The FINRA Investor Education Foundation is the largest foundation in the U.S. dedicated to investor education.
  • Historical Stock Quotes
    Allows you to search for the closing price of stocks from January 2, 1985 to the present. Provided by MarketWatch, Inc.
  • Investopedia
    From Forbes Media, this site provides information about investing for beginners to more experienced investors and includes free registration to set up your own portfolio online.
  • MagPortal.com – Magazine articles on Finance & Investment
    Magazines include Business Week, Smart Money, Investment Advisor, Motley Fool and more.
  • Manifest Investing
    A site that provides tools and education to demystify the investing process.
  • Motley Fool
    One of the best known sites for investment advice and financial information.
  • Treasury Direct
    Information from the U.S. Treasury about their products and services (e.g., bonds, notes, bills). You can set up an account and purchase securities directly.

Company Information

  • U.S. Securities & Exchange Commission
    The SEC’s Edgar database provides free public access to corporate information, allowing you to quickly research a company’s financial information and operations by reviewing registration statements, prospectuses and periodic reports filed on Forms 10-K and 10-Q.

Stock Exchanges

  • NASDAQ Stock Exchange
    Official site of the NASDAQ Stock Market features stock exchange quotes, news, market activity, personal finance information, etc.
  • New York Stock Exchange
    Official site of the New York Stock Exchange features information about listed securities, market data. You can register to set up your own online portfolio of up to 20 stocks that you can check at any time.

Taxpayer Assistance and Information Guide

Library staff will help you find forms or information; they are not, however, qualified to help you fill out forms or to provide tax advice.

Tax Forms

The library will have very limited quantities of the basic federal forms from the IRS. These are available to you at no cost. Please note:

  • The IRS is no longer providing paper copies of Publication 17 or instruction booklets for forms 1040, 1040A and 1040EZ for libraries to distribute.
  • The MO Department of Revenue does not provide paper forms for libraries to distribute.

You can download and print your own federal forms and instructions or Missouri forms. (Printing from library computers costs 5¢ per page.)

Local Taxpayer Assistance

Free Tax-Aide Counseling provided by AARP

No appointments necessary. First come, first served.

  • Callaway Senior Center, 531 Commons Drive, Fulton, MO
    • February 8-April 16, 2016
    • Mondays, Wednesdays and Fridays, 9 a.m. – Noon.
    • Preference given to seniors and low-income residents, however all are welcome.
  • Columbia Public Library, 100 W. Broadway, Columbia, MO
    • February 1-April 18, 2016
    • Monday evenings, 4-8 p.m.
    • Wednesday, Thursday & Friday mornings, 9:15 a.m.-Noon
    • Saturday mornings, 9:15 a.m.-Noon
    • (Morning sessions Wed.-Fri. open at 8:15 a.m. February 3-12 only.)

Volunteer Income Tax Assistance (VITA)

VITA volunteers provide free basic tax assistance for low to moderate income taxpayers.

Assistance with Property Tax Credit

Services for Independent Living (includes the organization formerly known as Boone County Council on Aging)
1401 Hathman Place, Columbia, MO 65201
Call (573) 874-1646 for appointment to file Property Tax Credits if you are not completing a tax return.

Federal

Federal Tax Information
Internal Revenue Service
Electronic Filing Information
Free File (Free Electronic Filing)
Forms & Publications Orders (800) 829-3676
Recorded Tax & Refund Information (800) 829-4477
Tax Assistance (800) 829-1040
Taxpayer Advocate Service (877) 777-4778
TTY/TDD Help (800) 829-4059

Mailing Address for Federal Tax Returns (Missouri Residents)

If you are enclosing a check or money order, mail your return to:

Internal Revenue Service
P.O. Box 37008
Hartford, CT 06176-7008

If you are not enclosing a check or money order, mail your return to:

Department of the Treasury
Internal Revenue Treasury
Kansas City, MO (see below for zip code)

Form Type Zip Code
Form 1040 64999-0002
Form 1040A 64999-0015
Form 1040EZ 64999-0014

Missouri

Missouri Department of Revenue Tax Assistance Center
Truman Building, 301 W. High St., Room 330, Jefferson City, MO, (573) 751-7191

The MO Department of Revenue is no longer providing paper forms for libraries to distribute. You can download and print your own Missouri forms. (Printing from library computers costs 5¢ per page.)

Missouri Tax Information
MO Department of Revenue
Electronic Filing Information
Customer Assistance (573) 751-3505
Previous Return & Form Questions (573) 751-5337
Forms by Fax (573) 751-4800
TTY/TDD Help (800) 735-2966

Mailing Addresses for Missouri Tax Returns

If you are expecting a refund, mail your return to:

Individual Income Tax
P.O. Box 500
Jefferson City, MO 65106-0500
Phone: (573) 751-3505

If you owe, mail your return to:

Individual Income Tax
P.O. Box 329
Jefferson City, MO 65107-0329

Where’s My Refund?

Value Line Investment Survey

LOG IN TO THIS RESOURCE. See full-page reports, analyst commentaries and Value Line’s trademark rankings of all stocks covered by the print edition.