Volunteer Income Tax Assistance Program (VITA)

The VITA program offers free tax help to elderly, low- to moderate-income ($50,000 and below) people and nonresident aliens. The Internal Revenue Service started the VITA program approximately 35 years ago. Its mission is to offer free assistance to people who cannot afford professional assistance. VITA sites are established at community and neighborhood centers, schools and other convenient locations.

Hours
The Marquette VITA site will be open every Saturday beginning January 30th through April 10th from 9:00 a.m. - 1:00 p.m. The site will be closed on April 3rd. The site will be open by appointment on Fridays from 10:00 - 12:00 for nonresident aliens only. To schedule an appointment, contact Beverly at 288-7094. The sessions on Saturdays are open to everyone, including nonresident aliens.

Address:

The Marquette University Law School site will utilize law student volunteers and on-campus technology to assist the community with tax preparation and e-filing. The law students will prepare tax returns on computers and ultimately transmit them electronically to the Internal Revenue Service and the Wisconsin Department of Revenue. The site will prepare nonresident alien returns, but these returns must be mailed. This service is free.

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Informational Documents to Bring to the VITA Site

All Taxpayers

• Social Security Number


• 2008 State and Federal Tax Returns, if any


• W-2's and all Form 1099's


• Address


• Two forms of identification
  
  One must be a photo ID such as:
  
  - U.S. Drivers License
  
  - Passport
  
  - School Photo ID
  
  - State ID Card
  
  - VISA


• Phone Number


• Date of Birth

Earned Income Tax Credit

• Social Security Numbers for qualifying children


• Social Security Number for taxpayer/spouse


• Amount of Investment Income (i.e. interest, dividends)


• Qualifying child's date of birth


• Number of months the qualifying child resided in home

Child and Dependent Care Credit

• Provider's name, address, and social security number or employer identification number


• Amount of expenses paid for dependent care

Child Tax Credit

• Name of qualifying child


• Social Security Number of qualifying child

Dependent Exemptions

• Social Security Number of dependent

Direct Deposit of Refund

• Checking or Saving Account number


• Routing number of the bank or financial institution

Education Credits and Deductions

• Amount of qualified education expenses paid


• Amount of student loan interest paid

Elderly Taxpayers

• 1099-R's


• Forms SSA-1099

Wisconsin Homestead Credit

• 2009 Property Taxes


• Signed Rent Certificate

Wisconsin Income Taxes

• 2009 Property Taxes paid


• Rent paid in 2009