FREE income tax return assistance
Taxes: We are here to help.
Just a whisper of the word "taxes" can give folks an uneasy, "I-just-rode-the-roller-coaster-twice-after-eating-three-hot-dogs" feeling. Never fear -- Royal Credit Union and the Volunteer Income Tax Assistance program (VITA) 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 of $54,000 or less including disabled, non-English speaking, senior citizens and special needs taxpayers. Volunteer tax preparers are University of Wisconsin – Eau Claire accounting students certified by the IRS and the Wisconsin Department of Revenue. Free tax return preparation and electronic filing is provided. 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.
What to Bring
The VITA volunteer cannot prepare your return if you don't bring all of the following information to your meeting:
- Photo ID
- Social Security Cards for taxpayers and all dependents
- Earnings statements
- Copy of last year's tax return
- Forms 1095-A, B or C Affordable Health Care Statements
- Child care provider information
- Rent certificates from landlord or property tax statement
- Routing and account numbers from your financial institution for direct deposit
This service will be available from February 5, 2018 to April 9, 2018.
VITA will be closed from March 19 to March 23.
Mondays from 9 a.m. - 4:30 p.m.
Royal Credit Union Shopko Office
1049 W Clairemont Ave
Eau Claire, WI