Investing, Finance & Taxes

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.

Volunteer to Be a Tax Preparer

For the last several years, the Columbia Public Library, in partnership with local volunteers, has offered free tax preparation services. The Volunteer Income Tax Assistance (VITA) program, an IRS affiliate, is gearing up for the 2024 tax season and is seeking more Mid-Missouri volunteers to handle the expected volume.

Visit the IRS Tax Volunteers website to learn how you can help people in your community with their taxes through the Volunteer Income Tax Assistance and Tax Counseling for the Elderly programs.

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 for libraries to distribute. We will have a very limited amount of instruction booklets for the 1040 form.
• 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 10¢ per page.)

• View the 1040 instruction booklet for tax year 2023.

Local Taxpayer Assistance

Free Income Tax Help 2024 at the Columbia Public Library (for in-state returns only)

The library will begin to take appointments for the VITA tax help service on Tuesday, January 16, and the program will run February 1 – April 13.
Call (573) 443-3161 to make an appointment. Appointments will be scheduled during open hours at the Columbia Public Library.

If you have an appointment with VITA tax help, please bring the following items with you to your appointment.

1. Copy of the most recently filed tax return
2.  Identification
   • A photo ID for the taxpayer
   • Social Security cards and/or ITIN notices and birth dates for every individual on your return.
3. Income
   • W-2, each employer and other income-related documents
   • Social Security, railroad retirement or veteran’s benefits
   • All 1099 forms (1099-G, 1099-R, 1099-INT, 1099-MISC, 1099-NEC, etc.)
   • Personal business income and expenses
4. Deductions
   • Dependent care provider info
   • Education 1098s and student loan payments
   • 1098 form showing home mortgage interest
   • Health insurance and out-of-pocket medical costs
   • Long-term care insurance receipts
   • Property tax receipts and tax receipts for new car purchase
   • Charity receipts
5. Health Insurance
   • Marketplace health insurance form 1095A
   • Income documents for all household members whether claimed as dependent or not, including students living at college, even if they had no coverage for all or part of 2023.
6. Property Tax Credit or Rent Credit
   • Real Estate tax receipt or rent verification letter with landlord’s name, address and phone number
   • For mobile homes, MO form 948 & paid property tax receipt
7. For Direct Deposit Tax Refunds
   • Checkbook, blank check or account statement showing account number and routing number (not deposit slips or credit/debit card)

The free income tax service is through the VITA program, an IRS affiliate. Tax counselors are unpaid volunteers that are IRS certified.

AARP Tax Help at Salvation Army, 2024

Provided by AARP Foundation volunteers
Salvation Army on Ash Street
1108 W Ash St
Columbia, MO 65203

Tax help starts February 1 by appointment only; Call (573) 969-9133 to make an appointment.

Love Columbia Tax Help – FULL FOR 2024 (no more appointments available)

1209 E Walnut
Columbia, MO 65201
(573) 256-7662

Starting February 16, 2024, tax help is provided on Fridays. Call (573) 256-7662, extension 160 to make an appointment.

VITA Tax Help at Family Impact Center – 2024

MU Family Impact Center
105 E Ash St
Columbia, MO 65203
(573) 882-2428

Appointments are done on a walk-in basis every Monday from 9:15 a.m.-12:15 p.m., Wednesday 4:00 p.m. – 7:30 p.m. and Friday 9:15 a.m.-12:15 p.m.

Income Tax Assistance Callaway County – 2024

Provided by AARP Foundation and VITA volunteers
Callaway Senior Center
531 Commons Drive
Fulton, MO 65251
Tax help starts February 1 by appointment only. Call (573) 416-0858 to make an appointment.

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 931000
Louisville, KY 40293-1000

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

Department of the Treasury
Internal Revenue Service
Kansas City, MO 64999-0002

Missouri

Missouri Department of Revenue Tax Assistance Center
Truman Building, 301 W. High St., Room 330, Jefferson City, MO, (573) 751-3505

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 10¢ per page.)

Missouri Tax Information
MO Department of Revenue
Electronic Filing Information
Customer Assistance	(573) 751-3505
Previous Return & Form Questions	(573) 751-3505
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 65105-0500

If you owe, mail your return to:

Individual Income Tax
P.O. Box 329
Jefferson City, MO 65105-0329

Where’s My Refund?

• Missouri Department of Revenue Refund or Balance Due Status
  By phone: (573) 526-TAXX (8299)
• IRS (Federal) Refund Status
  By phone: (800) 829-4477