VITA - Free Tax Clinic Program | Department of Accounting

Here is a list of what you should bring when visiting the UWW VITA site ^A:

1. Proof of identification (photo ID)
2. Social Security cards for you, your spouse and dependents ^B
3. Birth dates for you, your spouse and dependents on the tax return
4. Any wage and earning statements (Form W-2, W-2G, etc.) from employers
5. Any 1099 forms received (INT, DIV, NEC, MISC, G, R, etc.)
6. Any 1098 forms received (Mortgage Interest, E, T, etc.)
7. Summary of charitable contributions made during the year (check, check, non-cash)
8. Forms 1095-A, B and C, Health Coverage Statements (if applicable)
9. Total paid for daycare provider and the daycare provider's tax identifying number
10. Summary of income and expenses for any sole proprietorship small businesses owned
11. Copy of income transcripts from the IRS and state, if applicable.
12. A voided check or other support for a valid bank account if you want direct deposit of your
    refund. (document must show bank routing and account numbers). NOTE: Taxpayers are
    responsible for verifying their bank numbers for any potential direct deposit of refund.
13. If eligible for the Wisconsin homestead credit: Bring a Renter’s Certificate from your landlord and the amount of rent paid during 2023
    (if you rented); OR your 2023 property tax bill (if you own instead of rent your home)
14. Any other relevant tax information that you may have received during the year

• ^A To file taxes electronically taxpayer and spouse (if married filing joint tax return), must be present to sign the required forms
• ^B An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse, and your dependents if you do not have a Social Security number. Or, if you are applying for an ITIN, you need to show proof of your foreign status.

The UW-Whitewater VITA clinic will be located in the UW-W Community Engagement Center, 1260 W Main Street, Whitewater, WI 53190 (next to Wal-Mart). There is plenty of free parking in front of the UW-W Community Engagement Center for VITA participants. Clinic hours are from 3:30 p.m. to 6:00 p.m. on Wednesdays from January 31 through April 10. Clients will be served on a first-come, first-served basis and they should arrive at least one hour before closing.

NOTE: The IRS will begin accepting tax returns in late January 2024.