FOR IMMEDIATE RELEASE: March 27, 2014
Local households earning $52,000 or less can get their taxes prepared for free by calling United Way 2-1-1 and asking for a referral to a the Volunteer Income Tax Assistance (VITA) site. This program is sponsored by UW Extension, AARP, United Way of Dane County, One Economy and the Wal-Mart Foundation.
“Tax preparation help would be particularly useful to families and individuals who qualify for the earned income tax credit,” said Burlie Williams, Director, United Way 2-1-1 & Volunteer Center. “Many people miss out on collecting this tax bonus because they earn so little they aren’t legally required to file tax returns – not realizing that they could have money coming back to them through the credit if they did. The credit is paid out on a graduated scale depending on income and number of dependents.”
About Volunteer Income Tax Assistance Service (VITA)
VITA provides free income tax preparation. Trained volunteers prepare basic income tax returns free of charge at VITA sites for individuals, (not businesses). Many VITA sites offer free e-filing. Assistance is available now through April 15. VITA does not prepare returns for married couples filing separately as individuals.
VITA sites prepare the following tax forms:
- 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)
What to bring to the VITA site:
- A complete copy of last year’s federal and state income tax returns. (This is not required, but it is helpful for the tax preparer.)
- All 2013 informational statements, including but not limited to:
- Wage statements – Form(s) W-2
- Interest and dividend statements – Form(s) 1099INT and 1099DIV
- Mortgage interest statements – Form(s) 1098
- Pension and social security statements – Form(s) 1099R and SSA-1099
- Tuition payments statements – Form(s) 1098-T
- Property tax receipt(s) for any property taxes paid in 2013
- Closing statement for home purchased in 2013 (only applicable dates)
- Information regarding any other sources of income, both taxable and nontaxable
- Information regarding all other deductions/credits (For example – charitable contributions and employee business expenses.)
- Copies of actual social security cards for the individual, the spouse (if a joint return is filed) and all dependents
- If homestead credit is claimed, a completed rent certificate and/or copy of the 2013 property tax bill
- If homestead credit is claimed, a printout of any Wisconsin Works (W2) payments received in 2013
- A record of any estimated tax payments made for the 2013 tax year
- If direct deposit of refund is desired, a voided check for a checking account or deposit slip for a savings account
Locations, Dates, and Times for Walk-In Tax Help:
Be sure to call United Way 2-1-1 to confirm hours and locations
|DeForest Area Community and Senior Center||505 North Main Street||DeForest||608-846-9469||Appointment Only, call for times|
|Villager Mall/Rick Dilley Tax Center||2300 South Park Street||Madison||Walk-In||January 27-April 14.
Mondays and Wednesdays 12:00pm-6:00pm, Saturdays 9:00am-3:00pm
|Madison Senior Center||330 W Mifflin St.||Madison||608-266-6581||Friday mornings, 9:00am-12:00pm, by appointment.|
|Pinney Library||204 Cottage Grove Road||Madison||608-224-7100||Tuesday afternoons by appointment.|
|Lakeview Library||2845 N. Sherman Ave.||Madison||608-246-4547||Mondays and Thursdays, through April 10, 2014. Half hour appointments scheduled from 1:00-4:00pm|
|Saint Dennis Church||505 Dempsey Road||Madison||608-246-5124||Thursdays 9:00am-12:00pm|
|Sequoya Library||4340 Tokay Blvd||Madison||608-266-6385||Tuesday afternoons, by appointment.|
|Hawthorne Library||2707 E Washington Ave.||Madison||608-266-6350||Every Saturday Feb. 1-March 29, 2014|
|Middleton Senior Center||7448 Hubbard Avenue||Middleton||608-831-2373||Appointment Only, call for times|
|Stoughton Professional Building||724 East Main Street||Stoughton||608-873-8585||Thursdays, January 30-April 3, 2014 from 12:00pm-5:00pm.|
|Waunakee Area Senior Center||333 S. Madison St.||Waunakee||608-849-8385||Tuesdays during March, 9:00am-12:00pm, by appointment|
About Our Community’s Agenda for Change
- Students succeed academically and graduate from high school, regardless of race.
- Children are cared for and have fun as they become prepared for school.
- There is a decrease in family homelessness.
- There is a reduction in violence toward individuals and families.
- People’s health issues are identified and treated early.
- Seniors and people with disabilities are able to stay in their homes.
United Way engages our community, mobilizes volunteers and strengthens local nonprofits to achieve measurable results and change lives.
About United Way of Dane County
United Way of Dane County is addressing the underlying causes of community issues through our community’s Agenda for Change—seven goals focused on three priority areas of Education, Safety and Health that our community identified as most critical to changing lives and strengthening Dane County. Through strategic partnerships and collaborative work, we are achieving measurable results toward making our community better educated, safer, and healthier. United Way provides organizations and individuals the opportunity to give, advocate, and volunteer to change the human condition in Dane County.