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 2016 property tax bill or rent certificate signed by your landlord
    • Record of any Wisconsin Works payments you received in 2016
    • Record of any Wisconsin SSI you received in 2016

    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
    MadisonRichard Dilley Tax Center. The Villager Mall (Atrium Entrance)2300 S. ​Park St. 
    Madison, WI 53713
    (608) 261-5077January 30-April 15, 2017Mondays: Noon-6:00 Wednesdays: Noon-6:00 Saturdays: 9:00am-3:00pmNo appointment required
    MadisonCentral Library201 Mifflin St.
    Madison, WI 53701
    (608) 266-6350January 28-April 08, 2017January 28. February 11, 25. March 11, 25. April 8. 9:00am-1:00pmAppointment only
    MilwaukeeSocial Development Comission-Main office1730 W. North Ave.
    Milwaukee, WI 53206
    (414) 963-2694. Voice messages onlyJanuary 17-April 18, 2017M,T,W,F: 8:00am-4:00pm. Th: 10:00am-8:00pm S: 8:00am-12:00pmWalk-in & Appointment
    MilwaukeeSocial Development Comission-Christian Center807 S. 14th St.
    Milwaukee, WI 53204
    (414) 963-2694. Voice messages onlyJanuary 17-April 18, 2017M,T,W,F: 8:00am-4:00pm. Th: 10:00am-8:00pm S: 8:00am-12:00pmWalk-in & Appointment
    MilwaukeeSocial Development Comission-Teutonia6848 Teutonia Ave
    Milwaukee, WI 53209
    (414) 963-2694. Voice messages onlyJanuary 17-April 18, 2017M,T,W,F: 8:00am-4:00pm. Th: 10:00am-8:00pm S: 8:00am-12:00pmWalk-in & Appointment
    MilwaukeeMATC Downtown. Student Center S Building, 1st Floor700 W. State St.
    Milwaukee, WI 53233
    (414) 297-8417. Voice messages onlyJanuary 17-April 18, 2017Tuesdays 6:00pm-7:30pm (First 20 taxpayers), Saturdays 10:00am-1:30pm (First 30 taxpayers)First come, first served. Please arrive early
    OregonOregon Public Library256 Brook St.
    Oregon, WI
    (608) 572-3231January 26-April 6, 2017Every Thursday Noon-5:00pm. Saturdays 09:00am-1:00pm Feb 4, 18. March 4, 18. April 1, 2017Appointment only
    WaukeshaLa Casa de Esperanza202 E. Broadway
    Waukesha, WI 53186
    (262) 832-1534January 23-April 15, 2017Mon, Wed, Fri and Sat 9:00am-12:00pm. Tue and Thur 9:00am-12:00pm and 4:30pm-6:30pmAppointment only. Service provided in English and Spanish
    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:

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

February 15, 2017