Volunteer Income Tax Assistance (VITA)


If you have already dropped off your tax return information, please know that your tax preparation is in process.

If you have any questions please contact: vitainquiry@cr-sdc.org

VITA | Volunteer Income Tax Assistance

It’s that time of year again. Time to file your taxes! Do not be a victim of for-profit tax services that charge excessive fees. Take advantage of the Social Development Commission (SDC)’s FREE Volunteer Income Tax Assistance (VITA) program!

Starting January 22, 2024, SDC will begin providing free tax preparation to Milwaukee families and individuals. To qualify for SDC’s VITA services, your household income must be $66,000 or less per year.

Read more below about the pickup and drop-off options available.


What Taxpayers Must Bring to SDC locations

Social Security cards (or ITIN cards) for you, your spouse (if a joint return is filed), and all dependents.

  • Valid picture identification.
  • Taxpayers filing a joint return must both be present when the tax returns are prepared. Both spouses must sign a joint tax return.
  • All informational statements, including but not limited to:
    • Wage statements (Form(s) W-2 &1099).
    • Interest and Dividend statements (Form(s) 1099-INT & 1099-DIV).
    • Mortgage interest statements (Form 1098).
    • Pension (Form 1099-R)
    • Social Security statements Form(s) 1099-R & SSA-1099.
    • Letter indicating Federal & State SSI payments received for the full year.
    • Tuition payments statements Form(s) 1098-T, 1098-E, University Account Statement
    • Property tax receipts for any property taxes paid in tax year.
    • Information about any other sources of income, both taxable and nontaxable, and deductions and expenses you may have such as charitable contributions and child care expenses. If you have child care expenses please have your child care provider’s taxpayer ID number.
  • Form 1095-A, if participated in the Marketplace Affordable Health Care.
  • If self-employed, you must complete the Self-Employment Tax Organizer (SETO) for each tax year.
  • A printout of any Wisconsin Works (W-2) payments, child support, kinship payments, Federal, Social Security and/or Federal and State SSI income you have received.
  • A voided check for a checking account direct deposit or a deposit slip for a savings account direct deposit of your refund. Direct deposit is the fastest way to get your refund!
  • A complete copy of your prior year federal and state income tax returns filed is helpful but not required.

The following are considered out-of-scope and cannot be serviced:

  • Married filing Separately
  • Non-resident or partial-year resident returns
  • Out-of-State returns
  • Non-individual returns (corporations, trusts, ect.)
  • Rental property
  • Combat pay/military pay
  • Cancellation of debt (1099-C) other than from student loans, credit card or mortgage of principal home
  • Kiddie tax returns

If you are interested in the VITA Program or have any questions, please contact: vitainquiry@cr-sdc.org

Please include your Name, Email, Phone Number and Message.

Partners & Funders

IRS logo
United Way Greater Milwaukee and Waukesha County logo
WI Department of Revenue logo
Milwaukee Asset Building Coalition logo
Potawatomi foundation logo
Northwestern Mutual logo
Social Development Foundation logo

Supportive Services

We are here to help those individuals and families find their pathway to success. We encourage you to check out some of our other services that may help you find your path, especially during these troubling times.

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 Jennifer Harris, Equal Opportunity Officer, at 414-906-2784 or jharris@cr-sdc.org. Callers who are deaf or hearing or speech-impaired may reach us at Wisconsin Relay Number 711.

SDC-Main Office
1730 West North Avenue
Milwaukee, WI 53205

9155 North 76th Street
Milwaukee, WI 53223

9004 West Lincoln Avenue
West Allis, WI 53227

6850 North Teutonia Avenue
Milwaukee, WI 53209

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