Last year volunteers assisted more than 70,000 families in Wisconsin
The Wisconsin Department of Revenue reminds you that free tax help is available to individuals with low to moderate income, seniors, members of the military and people with disabilities. There are more than 200 Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) sites across Wisconsin that offer free income tax filing assistance. “Sites are staffed with trained volunteers that are ready to help prepare and file your tax return,” notes Department of Revenue Secretary Peter Barca. “Earlier this week, I had the opportunity to visit one of our sites. It was a real pleasure to meet some of the volunteers and see first-hand the excellent service they provide to Wisconsin taxpayers.” To find free tax assistance sites in your area, call the DOR at 608.266.2486, or dial 2-1-1 to reach the United Way. You can also visit DOR’s website: www.revenue.wi.gov and search the word VITA. Below are the items you should bring with you to these volunteer sites:
Photo IDs for you and your spouse. Your spouse must come with you if you are married and filing jointly.
Legal names and social security cards for all taxpayers and dependents on your return
Copy of last year’s tax return, if available
All documents about the income you received during the year:
o Wage statements -W-2’s
o Pension and social security statements –Form(s) 1099R’s , 1099s SSA
o Interest and dividend statements –Form(s) 1099INT, 1099DIV
o Mortgage interest statement –Form(s) 1098
o Tuition payments statements –Form(s) 1098T
ACA Marketplace statement-Form(s) 1095A
Charitable donations
Your bank account numbers if you want your refund deposited directly into your account (these numbers can be found on a deposit slip)
If you are claiming the Wisconsin Homestead Credit:
Completed Rent Certificate and/or property tax bill
Record of federal and state Social Security received (SSI, SSA)
Record of any Wisconsin Works payments (W2 program)
Proof of earned income if you are younger than 62 and not disabled
Proof of disability (Statement from VA, document from SSA, or letter from physician)
