For reprint by GWAAR Legal Services Team
The filing deadline to submit 2022 tax returns or an extension is Tuesday, April 18, 2023. There are programs available throughout the state to help low- to moderate-income individuals and families with tax preparation. Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) are two such programs.
The VITA program is a cooperative effort by the Internal Revenue Service (IRS) and individual states, including Wisconsin, and the TCE program is supported by the AARP Foundation. Both programs offer volunteers trained by the IRS and the Wisconsin Department of Revenue (DOR) who help prepare basic income tax returns for free. Most VITA and TCE sites offer free electronic filing.
VITA and TCE sites can help low- to moderate-income individuals, older adults, individuals with disabilities, and individuals who qualify for the homestead credit or the earned income credit. VITA sites may also be able to help non-English speaking individuals and military personnel.
You will need to bring the following items to your appointment:
• 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 receive
If you plan to claim homestead credit, you will also need to bring:
• A copy of your property tax bill or rent certificate signed by your landlord
• A record of any Wisconsin Works (W-2) payments
• A record of SSI payments from the Social Security Administration and the Wisconsin Department of Health Services
• Any proof of earned income if both you and your spouse are under age 62 and not disabled
• Proof of disability (if under age 62)
Contact information for these programs:
TCE – AARP: (920) 393-7863
VITA – UWGB & St. Norbert College: (920) 393-7845
VITA – NWTC: Online scheduling only – nwtc.edu/community-members/vita-free-tax-preparation
VITA – Goodwill: (920) 968-6044
Homestead tax preparation only, through the State Tax Office: (608) 266-8641
