​​​​​​​​​​​​​​(En español)

1. What is the Volunteer Income Tax Assistance (VITA) program?


2. What is the Tax Counseling for the Elderly (TCE) program?


3. How can I become a volunteer?


4. Who can get help at a VITA site?


5. Who can get help at a TCE site?


6. What income tax forms do VITA/TCE sites prepare?


7. Where are the VITA and TCE sites located?


8. What should I bring to the VITA/TCE site?


9. Are there Wisconsin Department of Revenue (DOR) state sponsored sites?

1. What is the Volunteer Income Tax Assistance (VITA) program?

   The VITA program is a cooperative effort by the Internal Revenue Service (IRS) and many individual states, including Wisconsin. Volunteers trained by the IRS and the Wisconsin Department of Revenue (DOR) prepare basic income tax returns for free. Most VITA sites offer free electronic filing.

2. What is the Tax Counseling for the Elderly (TCE) program?

   The TCE program is supported by the American Association of Retired Persons (AARP) Foundation. AARP's Tax-Aide volunteers are trained in cooperation with the IRS and DOR to prepare basic income tax returns for free. Most of these sites offer free electronic filing.

3. How can I become a volunteer?

   To learn more about volunteer opportunities in your area, please fill​ ​out the volunteer information form.
   

   When we receive your application​, a site coordinator in your area will contact you about the available volunteer opportunities.​
   

    

   
   
4. Who can get help at a VITA site?

   VITA income tax assistance is available for:

   • Low-to-moderate income individuals
   • Individuals with disabilities
   • Non-English speaking taxpayers
   • Military personnel
   • Senior individuals
   • Individuals who qualify for the homestead credit or the earned income credit
   
   
5. Who can get help at a TCE site?

   TCE income tax assistance is available for:

   • Low-to-moderate income individuals
   • Senior individuals
   • Individuals with disabilities
   • Individuals who qualify for the homestead credit or the earned income credit
   
   
6. What income tax forms do VITA/TCE sites prepare?

   VITA/TCE sites prepare:

   • 1040
   • 1040X
   • WI Form 1
   • WI homestead credit
   
   

   VITA/TCE sites do not prepare:

   • Schedule C (Profit or Loss from a Business)
   • Schedule D (Complicated and Advanced Schedules)
   • Schedule E (Rental Income)
   • Form SS-5 (Request for a Social Security Number)
   • Form 2106 (Unreimbursed Employee Business Expenses)
   • Form 3903 (Moving Expenses)
   • Form 8606 (Nondeductible IRA)
   • Form 8615 (Tax for Children Under 14 with Investment Income)
   
   

   Note: VITA/TCE sites do not prepare returns for individuals who are married but filing separate.

7. Where are the VITA and TCE sites located?

   You can find VITA and TCE sites in:

   • Community centers
   • Libraries
   • Churches
   • Schools
   • Retirement homes
   
   

   Most sites are open from early February through April 15.

   To find a VITA or TCE site near you, use one of the following methods:

   VITA sites: (site locators​ available in February)

   • Call (800) 906-9887
   • Visit irs.gov, keyword VITA
   • Call "211" for a site near you
   • Call (608) 266-2486
   
   

   TCE sites:

   • Call (888) 227-7669
   • Visit aarp.org/applications/VMISLocator/searchTaxAideLocations.action
   • Call "211" for a site near you.
   • Call (608) 266-2486
   
   
8. What should I bring to the VITA/TCE site?

   You must bring the following:

   • Photo identification
   • Social security cards for you, your spouse and your dependents
   • All wage and tax statements, including Forms W-2, W-2G, 1099-R, SSA-1099
   • Interest and dividend statements
   • Any other tax documents you received
   
   

   If you are claiming homestead credit, you must also bring:

   • Copy of property tax bill or rent certificate signed by your landlord
   • Record of any Wisconsin Works(W-2) payments
   • Record of SSI payments from the Social Security Administration and the Wisconsin Department of Health Services
   • Proof of earned income if both you and your spouse are under age 62 and not disabled
   • Proof of disability (if under age 62):
     • Statement from Veteran's Administration certifying that claimant is receiving disability benefit due to 100% disability, or
     • Document from Social Security Administration stating date disability began, or
     • Statement from physician stating beginning date of disability and whether disability is permanent or temporary
     
     

   Note: If you are filing a joint return, both spouses must sign the return.

9. Are there Wisconsin Department of Revenue (DOR) state sponsored sites?
   • Yes. The sites below are sponsored by DOR.
   • For a complete list of sites located in Wisconsin, visit irs.gov, keyword VITA.
     
   
   

   AARP Foundation Tax-Aide TCE and VITA Site Changes

   To locate an open site near you and learn about work schedules and protocols, use the VITA/TCE Locator Tool or the AARP Site Locator Tool​. These locator tools are updated throughout the filing season, so please check back if you don’t see a nearby site listed.

   What should I do?

   • Check this page periodically for VITA and TCE site status updates​
   • If you have an appointment or are planning a VITA site visit, call the site before you go to verify it is open
   • If you are unable to reach your site or if you need more information call:
     • AARP Tax-Aide Foundation for TCE questions at (888) 227-7669
     • The IRS for VITA site questions at (800) 906-9887
     • United Way at 211​
       
   
   

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   For a complete list of sites, call United Way 211

22 de octubre de 2024​​