Returning for the 2017 filing season, the IRS Volunteer Income Tax Assistance Program at the University of Wisconsin-Whitewater will provide free tax help and free electronic filing of 2016 federal and Wisconsin tax returns for full-year Wisconsin resident taxpayers with low to moderate levels of income.
VITA will be open on Saturdays from 10 a.m. to 2 p.m. and Wednesdays from 4 to 7 p.m. from January 28 through April 12. Note that the tax clinic will be closed March 18, March 22 and March 25. No appointments are needed; it is first come, first served.
Staffed by IRS-certified student preparers and supervised by faculty in the Department of Accounting, the program offers critical hands-on experience for students. And UW-Whitewater hopes to increase the number of returns processed and filed in 2017.
Robert Meyers, accounting department lecturer and program contact, relates, â€śWeâ€™re excited to have increased capacity this year. Based on additional training and streamlined processes, weâ€™ll be able to help a lot more people.â€ť
VITA is located in Timothy J. Hyland Hall, room 1001, across from parking lot 7 on Starin Road.Â On Wednesdays, stop at theÂ Visitorâ€™s CenterÂ on Starin Road (drive-thru on the north side of the building), tell them you are there for the VITA tax clinic and ask for a temporary parking permit. Park in Lot 7 in any non-metered spot. On Saturdays, simply park in Lot 7.
- Only federal and Wisconsin returns for full-year Wisconsin residents will be prepared
- Only simple returns will be prepared (Schedules A, B and D, and a simple Schedule C)
- Both spouses must be present to sign forms if filing electronically
- If you do not have a social security number or an individual taxpayer identification number for yourself, a joint filer or a dependent, you must apply for one. For a social security number, complete Form SS-5, Social Security Number Application and submit the form to the Social Security Administration Office. SeeÂ http://www.socialsecurity.gov/online/ss-5.pdf for form. SeeÂ http://www.ssofficelocation.com/wisconsin-social-security-offices-sos49 for a list of offices in Wisconsin. For an ITIN, see https://www.irs.gov/individuals/general-itin-information.
Please review the supporting document that taxpayers should bring to VITA:
- Photo identification
- Valid social security cards for the taxpayer, spouse and dependents
- Birth dates for taxpayer, spouse and dependents
- Wage and earning statement(s) Form W-2, W-2G, 1099-R, from all employers
- All Forms 1099 (e.g., interest and dividend income statements)
- All Forms 1098 (e.g., statements of tuition and student loan interest paid)
- All Forms 1095 (e.g., forms relating to health insurance coverage).
- If you received an exemption from the Health Insurance Marketplace, your exemption certification number.
- Total paid for day care, as well as day care provider’s address and identifying number
- Other relevant information about income and expenses
- A Renters Certificate (completed by your landlord) or your 2016 property tax bill for your residence ifÂ you believe you are eligible for the Wisconsin Homestead Credit
- Estimate of out-of-state purchases you made in 2016 on which you paid no Wisconsin sales or use tax (e.g., purchases through Amazon)
- A copy of last year’s federal and Wisconsin returns, if available
- A voided check for bank routing and account numbers for direct deposit
If you have further questions, you may email the VITA Site Coordinator at firstname.lastname@example.org or leave a message at 262-472-5449.