fbpx

Free Tax Preparation

VITA-Volunteer Income Tax Assistance Program

VITA | Volunteer Income Tax Assistance

Tax Day Deadline

Day(s)

:

Hour(s)

:

Minute(s)

:

Second(s)

In an effort to promote financial stability and asset building in our community, the Milwaukee Asset Building VITA Coalition together with IRS-certified volunteers provide free income tax preparation assistance to low-to-moderate income families by accessing refundable credits such as child tax credit and Earned Income Tax Credits (EITC). Research shows that EITC lifts more children out of poverty than any federal program.  According to the IRS, 25% of taxpayers who qualify for the credit do not apply for it.

For more than 19 years, the Social Development Commission (SDC) has operated the Volunteer Income Tax Assistance (VITA) program providing FREE tax preparation and electronic filing services to individuals and families of Milwaukee County and surrounding neighbors who makes $58,000 or less. The program is designed to provide taxpayers with a better option, avoiding exorbitant tax preparation fees and the ability to redirect these resources to meet other household needs. The service provides families with a financial boost to begin saving for unexpected expenses which would ultimately avoid predatory lending and promote emergency savings.

VITA is more than just FREE tax preparation. It promotes self-sufficiency through wealth building and debt-reduction outreach programs for those outside the financial mainstream. The program links interested clients to financial institutions at SDC “Super Site” locations. Financial institutions, which include banks and credit unions, provide information on the benefits of checking and savings accounts and open accounts on the spot. They also provide consultation on how to begin taking the steps to make that dream of home ownership, starting a business, or investing come true. In addition, clients have access to certified SDC staff that determine qualification for public health benefits, marketplace insurance enrollment options and assist with completing and processing applications.

Customers that access free tax services through SDC’s VITA, program are able to learn about other services including Weatherization Assistance, career training, or job placement services and connect with additional asset-building opportunities. This includes participation in financial workshops, receiving one-on-one coaching, and participating in first time home buyer education. Many of these programs are available within SDC. Others are provided by community partners that collaborate with SDC to maximize the impact we make. Customers learn about the availability of supportive services through informational (multilingual) flyers, posters, and brochures, posts on various social media platforms that tell the stories of the impact of our customers, and through the collaborative efforts of SDC with other community agencies that also serve low-income residents.

 

2019-20 Tax Season Start: Tuesday, January 21, 2020

 

What Taxpayers Must Bring to SDC locations

Taxpayers must bring the following documentation when having their tax return prepared at one of the SDC locations:

  • Valid Photo Identification (Driver’s License, State ID, School Picture ID, US Passport
  • Social Security Card(s) or (ITIN cards) for all household members that will be included in the return
  • All income statements
    • Wages statement (W2, 1099K, 1099G and 1099 Misc.)
    • Alimony Payments
    • VA Benefit Payments (Homestead Only)
    • Child Support (Homestead Only)
    • Interest and dividend statements (Form 1099-INT and 1099-DIV)
    • Mortgage interest statements (Form1098)
    • Pension and Social Security Statements (Forms 1099-R and 1099-SSA)
    • Tuition Payments (Form 1098-T)
    • Tuition Interest Paid (1098-E)
    • Institution’s Account Statement (if claiming education credit)
    • Federal & State SSI tax year income letter – For Homestead Only
  • Health Insurance Forms
  • Childcare provider’s taxpayer ID number with amount paid for childcare services
  • A completed (error free) and signed rent certificate or acceptable rent receipts for rent paid each month (Homestead filing only)
  • Detail Property tax bill and Property tax payment receipt (Homestead and Itemizing)
  • Printout of the following income statements with total income received for the tax year for Homestead Credit Processing:
    • Wisconsin Works (W-2) payments
    • Child support
    • Kinship payments
    • Federal SSI Income tax year income letter with starting date of disability
    • State SSI income tax year income letter
  • Taxpayer bank name, ABA routing and account numbers to direct deposit refund
  • IPIN – If anyone on return has been subjected to Identity Theft
  • Other relevant tax documents

To ensure easy navigation through the process, Please download the following forms, complete and bring with you to your appointment.

VITA/TCE PRE-FILING CHECKLIST

VITA/TCE INTAKE FORM – ENGLISH

VITA/TCE INTAKE FORM – SPANISH

SDC SERVICE APPLICATION – ENGLISH

SDC SERVICE APPLICATION – SPANISH

SDC SERVICE APPLICATION – HMONG

VITA Locations & Hours

We have 4 VITA sites to better serve you! Walk-ins are served on a limited basis but for faster service schedule an appointment by calling 414-206-2262 or going to https://sdc.cascheduler.com.

Sites – Full Service

**North Avenue – 1730 W North Avenue

**Teutonia – 6848 N Teutonia Avenue

**Chase – 2968 S Chase Avenue

Hours**Super Sites

Monday, Wednesday and Thursday – 11:00am – 8:00pm

Tuesday and Friday – 8:00am – 5:00pm

Saturday – 8:00am – 1:00pm

 

SDC North

Opens January 28th

Schedule Appointment

HOURS
Monday: 11am – 8pm
Tuesday: 8am – 5pm
Wednesday: 11am – 8pm
Thursday: 11am – 8pm
Friday: 8am – 5pm
Saturday: 8am – 1pm

SDC Teutonia

Opens January 28th

Schedule Appointment

HOURS
Monday: 11am – 8pm
Tuesday: 8am – 5pm
Wednesday: 11am – 8pm
Thursday: 11am – 8pm
Friday: 8am – 5pm
Saturday: 8am – 1pm

SDC South

Opens February 11th

Schedule Appointment

HOURS
Monday: 11am – 8pm
Tuesday: 8am – 5pm
Wednesday: 11am – 8pm
Thursday: 11am – 8pm
Friday: 8am – 5pm
Saturday: 8am – 1pm

Homestead Location Sponsored by United Way

Opens February 12th

Schedule Appointment

HOURS
Monday: CLOSED
Tuesday: 1pm – 4pm
Wednesday: 4pm – 7pm
Thursday: CLOSED
Friday: 9am – 1pm
Saturday: CLOSED

Homestead ONLY Site

Sponsored by United Way of Greater Milwaukee & Waukesha County

We are proud to partner with the United Way of Greater Milwaukee & Waukesha County to bring a Homestead ONLY site. This VITA site will allow our clients who are ONLY filing homestead to receive better service. This site will not accept walk-ins. Schedule your appointment by calling 414.206.2262 or going to https://sdc.cascheduler.com.

Address: United Way-Johnson Control Volunteer Center, 200 West Pleasant Street, Milwaukee, Wisconsin 53212

Hours

Tuesdays – 1:00pm to 4:00pm. 

Wednesdays – 4:00pm to 7:00pm

Fridays – 9:00am to Noon

 

CR-Social Development Commission is an Equal Opportunity Employer and Service Provider and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, political affiliation or belief. Auxiliary aids and services are available upon request to individuals with disabilities. If you need this information interpreted to a language you understand or in a different format, please contact La Toya Jones, Equal Opportunity Officer, at 414-906-2823 or ljones@cr-sdc.org. Callers who are deaf or hearing or speech-impaired may reach us at Wisconsin Relay Number 711.

Main Office
1730 West North Avenue
Milwaukee, WI 53205
414.906.2700

Teutonia
6850 North Teutonia Avenue
Milwaukee, WI 53209
414.963.2684

Connect With Us