FREE Income Tax Return Assistance

Do you need help filing your income tax return? RCU and the Volunteer Income Tax Assistance (VITA) program may be able to help! VITA was created to provide free income tax return assistance to taxpayers who cannot afford to pay for professional help. VITA provides free tax assistance for low-to moderate-income individuals with an adjusted gross annual income under $49,000. Volunteers are University of Wisconsin-Eau Claire and Chippewa Valley Technical College accounting students certified by the IRS.

VITA offers assistance in filling out basic tax forms (1040EZ, 1040A, and 1040). Taxpayers with complicated returns or questions will be referred to an IRS publication, to the IRS, or to seek private professional assistance. Eligibility is determined on a case-by-case basis by the VITA volunteer and is provided on a first-come, first-served basis.

Please Bring with You:

# Proof of identification

Social Security Cards for you, your spouse, and dependents and/or a Social Security Number verification letter issued by the Social Security Administration

Birth dates for you, your spouse, and dependents on your tax return

Individual Taxpayer Identification Number (ITIN) assignment letter for you, your spouse and dependents

Wage and earning statement(s) form W-2, W-2G, or 1099-R from all your employers

Total you paid for daycare and the daycare provider’s tax identification number

Interest and dividend statements from financial institutions (Forms 1099)

A copy of last year’s Federal and State returns if available

Financial institution’s routing numbers and account numbers for direct deposit

To file taxes electronically on a married filing joint tax return, both spouses must be present to sign the required forms.

For more information, call 715-833-7257.