Volunteer Income Tax Assistance (VITA) Tax Counseling for the Elderly (TCE)

(En Espanol)

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

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

  3. Who can get help at a VITA site?

  4. Who can get help at a TCE site?

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

  6. Where are the VITA and TCE sites located?

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

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

  9. How can I become a volunteer?


  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. 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

  4. 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

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

    VITA/TCE sites prepare:

    • 1040EZ
    • 1040A with Schedules 1, 2, 3, and EIC
    • 1040 with Schedules A, B, C-EZ, EIC, and R
    • Form 1040V (Payment Voucher)
    • Form 1040ES (Individual Estimated Tax Payment)
    • Form 2441 (Child and Dependent Care Credit)
    • Form 8863 (Educational Credits)
    • Form 8812 (Additional Child Tax Credit)
    • WI Form 1, 1A and WI-Z
    • WI Homestead Credit (household income must be less than $24,680)

    VITA/TCE sites do not prepare:

    • Schedule C (Profit or Loss From a Business)
    • Schedule D (Complicated and Advanced D's)
    • 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.

  6. 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 February 1 through April 15.

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

    VITA sites: (site locator 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:

  7. 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 2017 property tax bill or rent certificate signed by your landlord
    • Record of any 2017 Wisconsin Works(W-2) payments
    • Record of 2017 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 you and your spouse must be present.

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

    • Yes. The sites below are sponsored by DOR. Printable version.
    • For a complete list of sites located in Wisconsin, visit IRS.gov, keyword VITA

    LocationOrganizationAddressPh. NumberOpen/CloseScheduleAppointment
    BeloitBeloit Grinnell Hall

    631 Bluff St.
    Beloit, WI 53511

    (608) 364-2875February 1- April 17, 2018

    Mondays,Tuesdays: 8:30am-12:00 noon

    Wednesdays: 9:30am-11:30am

    Appointment required
    Eau ClaireEau Claire LE Senior Center

    1616 Bellinger St. Eau Claire, WI 54703

    (715) 839-4909February 1- April 17, 2018

    Tuesdays,Wednesdays,Thursdays: 8:00am-3:00pm

    Appointment required
    Fond du Lac

    Salvation Army of
    Fond du Lac

    237 N Macy St. Fond du Lac, WI 54935

    (920) 923-8220February 6- April 12, 2018

    Tuesdays: 8:30am-4:30pm

    Wednesdays: 8:30am-3:45pm

    Thursdays: 8:30am- 4:30pm

    Appointments taken in person on January 30 and February 1 from 1:00pm-4:30pm and through the season, while preparing taxes

    Green BayBrown County Central Library

    515 Pine St. Green Bay, WI 54301

    (920) 393-3112February 1- April 17, 2018

    Tuesdays: 11:00am-2:00pm

    Appointment required
    Green BayBrown County Central Library

    515 Pine St. Green Bay, WI 54301

    (920) 465-2575 January 30-April 3, 2018

    Tuesdays: 5:00pm-8:00pm

    Appointment required; closed on March 13th
    Green Bay Salvation Army

    626 Union Court, Green Bay, WI 54303

    (920) 465-2575January 31-April 4, 2018

    Wednesdays: 5:00pm-8:00pm

    Appointment required; closed on March 14th
    Green BayAllouez Village Hall

    1900 Libal St. Green Bay, WI 54301

    (920) 393-3112February 1- April 17, 2018

    Thursdays: 10:00am-1:00pm

    Appointment required
    KenoshaKenosha Senior Center

    2717 67th St. Kenosha, WI 53143

    (262) 359-6095February 1- April 17, 2018

    Thursdays: 9:00am-3:00pm

    Call any weekday 8:30am-3:00pm for Appointment

    KenoshaKenosha TruStone Financial

    6715 Green Bay Rd. Kenosha, WI 53142

    No phone callsFebruary 1- April 17, 2018

    Tuesdays: 9:30am-3:00pm

    Daily sign-in sheets, 25 taken in morning, 20 taken in afternoon. No appointments, no phone calls

    La CrosseLa Crosse Main Library

    800 Main St. La Crosse, WI 54601

    (608) 789-7443February 1- April 12, 2018

    Tuesdays,Wednesdays,Thursdays: 9:00am-5:00pm

    Appointment required
    Madison

    Richard Dilley Tax Center,
    The Villager Mall (Atrium Entrance)

    2300 S. Park St. 
    Madison, WI 53713
    (608) 283-1261January 29-April 14, 2018Mondays: 12:00 noon-6:00pm

    Wednesdays: 12:00 noon-6:00pm

    Saturdays: 9:00am-3:00pm

    No appointment required
    MadisonCentral Library201 Mifflin St.
    Madison, WI 53701
    (608) 266-6350February 3- April 7, 2018

    February 3, 24

    March 10, 24

    April 7

    9:00am-1:00pm

    Appointment required
    MarinetteMarinette Stephenson Library1900 Hall Ave. Marinette, WI 54143(715) 732-4462February 1- April 17, 2018

    Tuesdays: 1:00am-4:00pm

    Thursdays: 9:00am-12:00 noon

    Saturdays: 9:00am-12:00 noon

    Appointment required
    MenomonieMenomonie Westconsin Credit Union3333 Schneider Ave.    South East Menomonie, WI 54751(715) 232-4006February 1- April 17, 2018Wednesdays: 9:00am-3:00pmAppointment required
    MilwaukeeSocial Development Commission-Main Office1730 W. North Ave.
    Milwaukee, WI 53206
    (414) 206-2262January 22-April 18, 2018

    Mondays,Tuesdays,Wednesdays,Fridays: 8:00am-5:00pm 

    Thursdays: 10:00am-8:00pm

    Saturdays: 8:00am-1:00pm

    Appointment required
    MilwaukeeSocial Development Commission-Community Health Center2906 S 20th St. Milwaukee, WI 53215(414) 206-2262January 22-April 18, 2018

    Mondays,Tuesdays,Wednesdays,Fridays: 8:00am-5:00pm

    Thursdays: 10:00am-8:00pm

    Saturdays: 8:00am-1:00pm

    Appointment required
    MilwaukeeSocial Development Commission-Teutonia6848 Teutonia Ave
    Milwaukee, WI 53209
    (414) 206-2262January 22-April 18, 2018

    Mondays,Tuesdays,Wednesdays,Fridays: 8:00am-5:00pm

    Thursdays: 10:00am-8:00pm

    Saturdays: 8:00am-1:00pm

    Appointment required
    MilwaukeeJourney House2110 W Scott St. Milwaukee, WI 53204(414) 647-0548January 26-March 24, 2018

    Mondays,Wednesdays: 2:00pm-9:00pm 

    Fridays: 9:00am-3:00pm 

    Saturdays: 9:00am-3:00pm

    Appointment required
    OregonOregon Village Hall117 Spring St. Oregon, WI 53575(608) 216-3613January 25-April 14, 2018

    Jan 25: 12:00 noon-5:00pm

    Jan 27: 9:00am-1:00pm

    Feb 1, 8, 22: 12:00 noon-5:00pm

    March 1, 8, 22: 12:00 noon-5:00pm

    March 3: 9:00am-1:00pm

    April 12: 12:00 noon-5:00pm

    April 14: 9:00-1:00pm

    Appointment Required.
    Appointments by telephone will be taken only on Thursdays from 12:00 noon to 5:00pm, starting on Thursday, January 18 and Saturdays from 9:00am to 1:00pm, starting on Saturday, January 20. Also, appointments in person can be requested at the site only on days of service

    PlattevillePlatteville First English215 W Pine St. Platteville, WI 53818(608) 723-6113February 1- April 17, 2018Mondays: 9:00am-3:45pmAppointment required
    RhinelanderRhinelander Oneida Senior Center100 W Keenan St. Rhinelander, WI 54501(715) 369-6170February 5- April 11, 2018Mondays,Wednesdays: 9:00am-4:00 pmAppointment required
    SheboyganSheboygan Senior Center428 Wisconsin Ave. Sheboygan, WI 53081(920) 459-3290February 1- April 17, 2018Tuesdays,Wednesdays: 9:00am-3:30pmAppointment required
    Stevens PointLincoln Senior Center1519 Water St. Stevens Point, WI 54481(715) 346-1401February 1- April 13, 2018

    Thursdays: 11:00am-3:00pm 

    Fridays: 10:00am-3:00pm 

    Appointment required
    Stevens PointStevens Point Portage County Library1001 Main St. Stevens Point, WI 54481211February 1- April 17, 2018Saturdays: 10:00am-3:00pmAppointment required
    StoughtonCovenant Lutheran Church1525 N Van Buren St, Stoughton, WI 53589(608) 216-3613February 10-April 5, 2018

    Feb 10, 17: 9:00am-1:00pm

    Feb 15: 12:00 noon-5:00pm

    March 29: 12:00 noon-5:00pm

    April 5: 12:00 noon-5:00pm

    Appointment required. Appointments by telephone will be taken only on Thursdays from 12:00 noon to 5:00pm, starting on Thursday, January 18 and Saturdays from 9:00am to 1:00pm, starting on Saturday, January 20. Also, appointments in person can be requested at the site only on days of service

    Sturgeon BaySturgeon Bay Senior Center832 N 14th Ave. Sturgeon Bay, WI 54235(920) 746-2542February 1- April 17, 2018

    Tuesdays,Wednesdays,Thursdays: 8:30am-12:00 noon

    Walk-ins welcome
    WaukeshaLa Casa de Esperanza202 East Broadway
    Waukesha, WI 53186
    (262) 832-1534January 23-April 16, 2018

    Mondays,Wednesdays,Fridays,Saturdays: 9:00am-12:00 noon

    Tuesdays,Thursdays: 9:00am-12:00 noon and 4:30pm-6:30pm 

    Appointment only. Service provided in English and Spanish
    WausauUW-Extension212 River Dr. Wausau, WI 54403(715) 298-5734February 1- April 11, 2018Tuesdays,Wednesdays: 7:45am-11:30amAppointment required
    For a complete list of sites, call United Way 211
  9. 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 form, a site coordinator in your area will contact you about the available volunteer opportunities.

FOR MORE INFORMATION PLEASE CONTACT:

MS 5-77
WISCONSIN DEPARTMENT OF REVENUE
Customer Service Bureau
PO Box 8949
Madison, WI 53708-8949
Phone: (608) 266-2772
Fax: (608) 267-1030
Email additional questions to DORIncome@wisconsin.gov

January 24, 2018