February 5th, 2011 Brian Herzog
I apologize in advance for this week's question - it won't help anyone, and I was trying to avoid the topic this year, but it seems like it's the only thing on patrons' minds lately.
Now, repeat the following conversation about one million times:
Me: Hi, can I help you?
Patron: I saw all your tax forms, but there were no instructions for the 1040 - do you have any more?
Me: No, I'm sorry, we haven't received those yet. We put out everything we get as they arrive, and we do expect to get some, but we don't know when they will arrive.
Patron: Do you know when you'll get some?
Me: No, I'm sorry, they just come whenever they're printed and shipped.
Patron: Well how does the government expect us to get our taxes in on time when they don't...
[insert any number of rants and complaints here, with varying levels of anger and annoyance]
I always try to tell people that tax forms are delayed this year because the tax cut extensions that were voted on in December pushed everything back. I also try to tell them that everything is available online (which most people don't care about), and that there are still months left before taxes are due, so there is still plenty of time (sometimes that elicits looks like I suggested they go kick a puppy).
Patrons ask if we can call them when the instructions come in (we don't do that), and if we can post on our website when they arrive (we will do that). What bothers me the most are the people who, since they can't get what they want, take one of everything we have (instructions for the 1040A and 1040EZ), "just in case." They take a couple copies of the forms too - and I'm worried that when they do come back to get the instructions, they'll take more copies of the forms then, which will cause us to run out of things sooner, which causes us to reorder more from the IRS, which means they print more, which drives up their printing costs, which defeats the purpose of not mailing forms to peoples' homes in the first place.
I'd be very curious, after tax season is over, to hear how this year's approach to tax forms went. Not mailing them to peoples' homes and getting them out late was just a unfortunate coincidence, but still, I wonder how much money they're saving, how many people will file late or incorrectly (which probably also drives up staffing costs for the IRS), and if it was worth it.
And of course, the conspiracy theorist in me wonders if there's more to it: between IRS changes and changes to the way Massachusetts did tax forms this year, it really is extremely difficult for an individual to do their own taxes. I wonder if there is some powerful Tax Preparer lobby that wants to make it impossible for people to do their own taxes, thus driving up their profits and taking one more bit of self-reliance and freedom away from citizens. Hmm - seems far-fetched, but then all of my favorite conspiracies are.
October 14th, 2010 Brian Herzog
I'm sure everyone has heard that the IRS is not going to be mailing 2010 tax forms to peoples' homes next year.
I don't blame them for looking for ways to save money, and it's good to be moving towards more efficient processes. But this isn't exactly a gentle nudge - this is a sharp push, which will be especially painful to people without internet access or few computer skills.
This also means, of course, that libraries will see even more demand for tax forms next year (and probably hear from many annoyed patrons). To warn us, the IRS sent out the following email through their Tax Form Outlet Program - forgive me if you've seen this, but the bold line below was too priceless not to share:
IRS TFOP ALERT: NO IRS TAX PACKAGES
TO TAX FORMS OUTLET PROGRAM (TFOP) PARTICIPANTS:
Thank you for your participation in TFOP. The IRS announced that individual and business taxpayers will no longer receive paper income tax packages in the mail from the IRS. These tax packages contained the forms, schedules and instructions for filing a paper income tax return. The IRS is taking this step because of the continued growth in electronic filing and the availability of free
options to taxpayers, as well as to help reduce costs.
There are numerous FREE OPTIONS available for your patrons to obtain tax products, tax preparation and assistance in filing their tax returns:
- Download Forms and instructions online at IRS.gov
- Visit an IRS Taxpayer Assistance Center (TAC), participating libraries and U. S. Post Offices
- Individuals making $49,000 or less can use the Volunteer Income Tax Assistance program for free tax preparation and, in many cases, free electronic filing
- Individuals aged 60 and older can take advantage of free tax counseling and basic income tax preparation through Tax Counseling for the Elderly
- IRS Free File provides options for free brand-name tax software or online fillable forms plus free electronic filing. For more information, visit IRS Free File on IRS.gov
YOU MAY SEE AN INCREASE IN PATRONS
Although tax products are available online at IRS.gov and IRS Taxpayer Assistance Centers (TACs), you may experience an increase in patrons visiting your location for tax products.
The IRS mailed postcards to individuals who filed paper returns last year and did not use a tax preparer or tax software. The postcard provides information on how to get the tax forms and instructions they need for filing their tax year 2010 return.
ASSISTING YOUR PATRONS
Your TFOP order form lists the most commonly used tax products. Use the order form to order additional stock of any of these products, if necessary. Your order form lists Publication 1132, /Reproducible Copies of Federal Tax Forms and Instructions/ and Publication 3194, /Reproducible Copies of Federal Tax Forms /- Laminated Version. These publications contain the most commonly used tax products that, if available, can be photocopied by your patrons. Tax products will become available beginning January 2011.
IRS TFOP Administrator
I think "you may see an increase in patrons" is a bit of an understatement.
So to prepare, I'll be making signs to put up near the tax forms explaining the situation, and will also try to get the local newspaper to run a notification article or two before tax season starts. I will also quote to them from the CNN article:
Those who prefer hardcopy documents can still find them at libraries, post offices and walk-in IRS offices around the country. After Jan. 1, they can request a mailing through the IRS toll-free number, 800-829-3676.
Yes, it should be a fun one this year.
January 5th, 2008 Brian Herzog
By far, this was the most frequently-asked question this week:
Hey, you got any tax forms yet?
Why yes, we do.
Since last year's display worked so well, I did the same thing again. We've been receiving tax forms since about November, but my library just got big ones last week - the 1040s, Publication 17, and the State forms.
I don't know if there is any hard and fast rule as to when libraries can put out tax forms, but since patrons have asked me about ten times every hour all week, I decided today was the day.
Also like last year, as part of our tax assistance offerings, we plan to have an AARP Tax-Aide volunteer again, but that hasn't been scheduled yet. Better him giving tax advice than library staff.
I guess the only surprise this year was the fancy new cover for the 1040 instruction booklets. It certainly looks nice, but I wonder how many thousands of tax dollars went into designing and producing that.
Happy tax season to all.
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January 16th, 2007 Brian Herzog
Every year, public libraries (and, I'm sure, post offices, town halls, senior centers, and other public places) have the pleasure of being a distribution point for Federal and State tax forms.
Which is a good thing, but it can also be somewhat trying. In my experience, here are some popular misconceptions concerning libraries and tax forms:
- Libraries do not choose when or which forms to put out. The IRS and State Dept. of Revenue send us the forms over a period of about three months, and we put out whatever arrives
- Libraries do not create these forms - we really do have to wait until they are sent to us. If the form you need is not out, we haven't received it yet (but keep reading)
- Library staff cannot give tax advice - even if you're not sure of how to fill out your taxes, you can believe me when I say we are in no way qualified to help you file your taxes. I can help you find forms, or find someone who can help, but I cannot give you tax advice
- There are no more forms in the back - we're not trying to hide anything from you, or save something for someone else. Everything we've received is available to the public
This year at my library, I'm trying something new with our tax form display. In years past, the tax forms were kept on empty bookshelves about as far away from the front door as you could get. This was messy and needlessly complicated.
This year, I bought a stand to hold the forms, set up a couple tables for the instruction booklets, and put everything right at the base of the stairs in the reference area (see photo). This is about 100 feet closer to the front door - and about as close as I can get while still being within range of the reference desk, so we can help people when they have questions. A small triumph.
Also, since we haven't received every tax form published by the Federal and State governments, and can't do patrons' taxes for them, below are some tax resources we frequently use:
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