Volunteer Income Tax Assistance

Individuals and families with annual income under $67,000.

Full-service preparation — our IRS-certified UW-Whitewater student volunteers will prepare and e-file y our federal and state tax returns at no cost.

When: Feb. 4-April 8, 2026, on Wednesdays between 3:30-6 p.m.

Where:
UW-Whitewater Hyland Hall room 3202
809 W. Starin Rd.
Whitewater, WI 53190

Please note: VITA is held in Hyland Hall 3202, not at the Community Engagement Center as in years past. We will provide parking instructions during the appointment scheduling process.

Appointments are required. For appointments, fill out our registration form, call Jaime Rasmussen at 262-472-5549 and leave a voicemail, or send an email to vita@uww.edu. We will call you back after Jan. 19, 2026, to set up an appointment.

• 1040
• WI Form 1
• WI homestead credit

• Schedule C (Profit or Loss from a Business)
• Schedule D (Complicated and Advanced Schedules)
• 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 sites do not prepare returns for individuals who are married but filing separate

You must bring the following:

• Original photo identification for you and your spouse (if married filing jointly), such as a:
  • Valid U.S driver’s license
  • Employer ID
  • School ID
  • State ID (U.S.)
  • Military ID
  • National ID
  • Visa
  • Passport
  • Social Security cards for you, your spouse and dependents

Note: If you need to request a replacement card or update your Social Security record, go to Social Security number & card to find the best way to do this.

• An Individual Taxpayer Identification Number (ITIN) notice CP-01A for you, your spouse and your dependents if you do not have a Social Security number (SSN)
• Birth dates for you, your spouse and dependents on the tax return
• Wage and earning statements (Form W-2, W-2G, 1099-R, 1099-MISC) from all employers
• Social Security Benefit Statements (SSA-1099), if applicable
• Interest and dividend statements from banks (Forms 1099)
• A copy of last year’s federal and state returns, if available
• Proof of bank account routing and account numbers for direct deposit, such as a blank check
• Total paid for daycare provider and the daycare provider's tax identifying number, such as their SSN or business EIN
• Health Insurance Exemption Certificate, if received
• Forms 1095-A, Health Insurance Marketplace Statement
• Copies of income transcripts from IRS and state, if applicable

If you are claiming homestead credit, you must also bring:

• Copy of property tax bill or rent certificate signed by your landlord
• Record of any Wisconsin Works(W-2) payments
• Record of 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 spouses must sign the return.

Are you a CPA or EA who wants to give back? We’d love to have you on our team! If you’re a CPA or Enrolled Agent (EA) and are interested in volunteering with the UW-Whitewater VITA program, please email torinov@uww.edu.