Blogs: Taxes

1040 tax formMultnomah County Library is here to help with tax season. All library locations can access state and federal tax forms and instruction booklets online as they become available. Library staff members are happy to help print what you need. Printing costs 10 cents per page; two-sided printing is available.

Thanks to the AARP, the library will offer filing assistance programs at the Midland, Gresham, Woodstock, and North Portland locations. We can also help refer you to tax professionals.

Federal Hard Copy Forms

Due to federal budget cuts this year, libraries will not be receiving any instruction booklets and only the 1040, 1040A, and 1040EZ forms.  We can't promise when they will be available, or that we won’t run out, but we can always download and print out most federal tax forms and instruction booklets that are available on the IRS Forms & Publications page. There is also a contact page for the local IRS offices serving Portland and Gresham for further questions. Of special note, neither the 1099 and 1096 forms nor any of the W series (W-2, W-4, etc.) are available for download. Many office supply stores have the 1099 forms or you can contact the IRS directly to have those mailed to you.

State Hard Copy Forms

Public libraries are no longer a distribution center for state tax forms and booklets. If you need Oregon forms or booklets, you can come into the library to print them or do it yourself from the Oregon Department of Revenue page. They have a separate page for personal income tax forms & instructions. If you want forms mailed to you, then you can contact the Oregon Department of Revenue via:

Other States

You can stop by the library for assistance printing out tax forms for other states, or you can go to the Federation of Tax Administrators Links to State Tax Forms & Filing Options, which provides links to tax forms for each state.

Online Filing

Once the tax season officially opens, both the IRS and Oregon Department of Revenue will have listings for online filing services. Remember, state and federal taxes are due by April 15th.

hands filing out tax form

Tax Help/Filing Assistance

Volunteers with AARP will be offering preparation assistance through Tax Help at four different Multnomah County Library locations beginning in February. Keep your eye on the events listed to the right of the library's Taxes page or search the Events page for "taxes." Requirements to get tax help vary by location:

  • Midland: Fridays and Saturdays; No further appointments are available at this time. 
  • Gresham: Wednesdays; No further appointments are available at this time
  • Woodstock: Saturdays; same day registration
  • North Portland: Thursdays; first come, first served

If you can't make it to the library for tax help, see AARP's Tax-Aide Locator for more free tax preparer locations.

Finally, be sure to check out the post from guest blogger Janet Hawkins, of Multnomah County's Department of County Human Services, on ways to save big money with free tax filing services.




Money Smart Week, April 5 - 12,  is a national public awareness campaign designed to help consumers better manage their personal finances.  Libraries and other organizations across the country use this time to stress the importance of financial literacy, and inform consumers about where they can get help. 

To celebrate Money Smart Week (and beyond!), we will release a series of five short videos called Money Tip$ over the next several weeks.  The videos in this series are designed to provide quick tips for money-related topics such as credit, budgeting, saving, and setting SMART goals for managing your money.  With tax season in full bloom, the first installment outlines several ways to make the most of tax time.  This brief video will offer reminders about important tax credits, free tax preparation assistance, along with several ideas for using your income tax refund strategically to benefit you in the long run.  

The Money Tip$ video series was produced by Multnomah County Library in collaboration with Innovative Changes, a Portland non-profit organization that exists to help low-income individuals, families and others, manage short-term financial needs in order to achieve and maintain household stability.  Made possible by The Library Foundation with a grant from the FINRA Investor Education Foundation through Smart Investing @ your library ®, a partnership with the American Library Association


The IRS is now accepting tax returns until April 15, and the tax software choices for e-filing are numerous.  Have you asked yourself, “Aren’t they all the same?”  If you’re feeling overwhelmed by the choices, here are several web sites that compare features of various tax software products to help make an informed decision of where to turn next. has gathered a list of 19 online tax software products and chose 6 leading products to review based on 67 features.  They also include a discussion on which online tax software features matter the most, and why? has reviewed their top 5 online tax software products, comparing the costs and benefits of each. lists their selections for the Top 10 Best Tax Software products, along with informative articles like “10 Tips for Choosing Tax Software”.

There are many other web sites that provide information and reviews for online tax software, but the sites mentioned above can be a great starting place.  I found them to be very helpful guides to making a decision on which product to use, and hope you do to!

Happy Tax Season!

Do you own a small-business? One of the best ways to get tax information and help for your small business is by visiting the IRS Small Business Tax Center where you can learn everything from how to get an Employer Identification Number (EIN) online to how to best navigate an audit.

You can also call the IRS Business & Specialty Toll Free number at 1-800-829-4933, open Monday – Friday, 7:00 am – 7:00 pm.

The IRS began accepting 2013 business tax returns on Monday, January 13, 2014. This start date applies to both electronically-filed and paper-filed returns. The only exception is Form 1041 for Estates and Trusts, which cannot be filed until January 31. More information can be found in the IRS’ press release titled “Starting Jan. 13, 2014, Business Tax Filers Can File 2013 Returns.”

Once again, the library is here to help small businesses, so go ahead and contact us!

Two women at the Waldorf-Astoria Hotel operating tickers and stock exchange boards, December 11, 1918.Tracking down a historic stock price can be really easy... except when it’s really hard. And it is a common question that we get during tax season.

Here is an example of an easy stock price search.

1. A stock price is needed for a company for a particular date. (Let’s say Nike on February 13, 2009.)
2. You go to a website with financial information (like Yahoo! Finance or Wall St. Journal’s MarketWatch), search for the company name or ticker symbol, and voila! You have the closing price for that day. (Keep in mind that the closing price may or may not already be adjusted.)

But this only works if the company is still in business and hasn’t changed names, hasn’t been involved in a merger or acquisition, and is still trading on the stock exchange under the same ticker symbol. If any of those situations have occurred, the historic price that you need might not be available online.

Take, for example, Macy’s, which went public in 1922 under the name R.H. Macy, and which for many years traded under the symbol MZ. You won’t easily find historic stock prices from before 1992 for this company on Yahoo! Finance or in other online databases because on that year Macy’s merged with Federated Department Stores. (Thanks to New York Public Library for this example!)

Steps for trickier stock price searches.

So how does someone get a historic stock price from before 1992 for Macy’s, or for any other company whose historic prices aren’t online? There are two steps: first, researching the company history to find out any information about different names, ticker symbols, and listings on stock exchanges; and second, looking in a newspaper or newspaper database for the date that you need. The library can help you with both of these steps.

Step 1: Research the company history.

This step can require a little detective work. It is where you figure out the name and ticker symbol of the company or security at the time of the historic price and the stock exchange which it was trading on. Here are several sources that the library offers for learning about a company’s history (you may need to look at more than one of them in order to get a full sense of a company’s history):

  • Capital Changes Reporter: Lists capital changes (such as mergers and splits) for companies, by date, and includes information about stock exchanges and ticker symbols that the company traded under. Available in print in the Science & Business room at Central Library, or online through the CCH Intelliconnect database.
  • International Directory of Company Histories: Provides detailed corporate histories for many companies, both U.S. and international. There are currently 149 volumes. Available in print in the Science & Business room at Central Library.
  • Mergent Intellect: Available through the library website. A database with lots of information about companies, including company histories.
  • Directory of Obsolete Securities: Lists and gives brief info for companies and banks whose original identities have been lost to events like changes in name, acquisitions, mergers, or bankruptcy. Available in print in the Science & Business room at Central Library.
  • EDGAR: This is not a library resource, but it is freely available online through the U.S. Securities and Exchange Commission (SEC), and we can help you if you have trouble using it! It contains many documents that public companies are required to submit to the SEC, including company reports.

Step 2: Look up the historic price in a newspaper or other source from that historic date.

Once you have done some research about the company whose historic stock price you are looking for (and hopefully learned their name, ticker symbol, and the stock exchange they were traded on at the time of the historic price), you are ready to find the stock price in a newspaper or other source from that time. Note that you’ll want to look at a newspaper or publication for the day immediately after the date for which you need the historic price, since the price would not have been published until the next day’s paper. Here are two sources for this, both of which are available electronically through the library website:

  • New York Times Historical (1851-2009): Contains scans of articles from the New York Times, including stock prices. Choose “Advanced Search,” enter the date that you are looking for in the “Publication Date” section, and choose “Stock quote” from the “Document Type” menu. Leave the other search boxes blank, and do your search. You will retrieve a list of articles containing stock prices - to find the major stock exchanges, choose the articles with the most page numbers, then look in them for the company whose stock price you need.
  • The Historical Oregonian (1861-1987): This database will be most useful for stock prices of companies from the Pacific Northwest. Enter the date you are looking for in the “Custom Date Range” box, and then do a search for a word like NYSE or NASDAQ which would appear on the page with stock prices.

In addition to these electronic databases for the New York Times and the Oregonian, the library also has a number of useful resources available in print and on microfilm at Central Library:

So there you have the basic steps for finding historic stock prices. It can indeed be a little bit of a research project sometimes. But don’t despair! Librarians are happy to talk to you about your particular stock price need, and to help you find the information you are looking for. Just get in touch with us using one of the methods on our Contact a librarian webpage. Happy stock price searching!

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