United Way of Racine County's VITA Appointment Scheduler

United Way of Racine County VITA offers both federal and state income tax preparation for Wisconsin residents with an annual household income of $69,000 or less. Services are provided by trained and vetted volunteers. We are unable to serve taxpayers who claim rental or farm income or file as Married Filing Separately. Services will be offered Monday through Saturday. Morning, afternoon and evening appointments are available. To avoid delays in receiving a paper refund check, direct deposit is recommended.

Appointments are available for in-person services for both federal and Wisconsin returns as well as Homestead only returns. Please allow a minimum of one hour for your full-service tax preparation appointment. Schedule a separate appointment for any additional tax years you need filed. If you do not have time for a full-service tax appointment, you can select a drop-off option at the Burlington Public Library or RUSD Pathways Campus. This will book you a 30-minute appointment to complete your initial paperwork and be interviewed. You will then return for a short visit to pick up your completed return in as little as a week. If you would prefer to not visit a site but still want our team to complete your return for you, you can utilize our secure virtual option from the comfort of your own home. Visit www.unitedwayracine.org/vita for more information and to start the process. 

If you have questions before or after your appointment, our team can be reached via email at taxhelp@unitedwayracine.org. 

United Way of Racine County - VITA Program - Necessary Documents

Failure to bring all required documentation with you to your appointment will delay your assistance. 

A list of necessary documents to bring to your income tax preparation appointment can also be found at http://www.unitedwayracine.org/vita.

All taxpayers must have the following items:

• Valid government issued photo ID/driver's license for you, and your spouse if filing jointly, showing proof of identification.
• Social Security cards or ITIN cards for you and your dependents, as well as your spouse if married. We require the actual card (photocopies and digital pictures are acceptable; SSA-1099 statements may be used if you receive Social Security). We cannot use tax documents to verify social security numbers.
• All of your income statements, for you and your spouse. This includes your W-2 forms, and all 1099 forms (interest and dividends, social security, NEC) that you have received. 
• To avoid delays in refund checks, bring your direct deposit account and routing number.
• If you are married filing jointly, both you and your spouse must be present to sign.
• Identity Protection PIN (IPPIN) - verification letter if you, your spouse or any dependents have been assigned one by the IRS or WI Department of Revenue.

You may qualify for additional credits/deductions:

• Education Credits - 1098-T for you, your spouse or any dependents that paid tuition.
• Affordable Care Act - 1095-A showing health insurance received through Marketplace Insurance by you, your spouse and any dependents. 
• Dependent Care Credit - letter/statement with provider's tax ID number and total paid for childcare or elder care.
• Overtime Pay Deduction - last pay stub showing overtime pay received.
• New Vehicle Loan Interest Deduction - Vehicle Identification Number (VIN) and documentation from lender.
• Wisconsin Homestead Credit - a completed, unaltered and signed rent certificate or property tax bill from the year you are claiming the credit and documentation for all forms of income received including SSI, SSDI, supplemental social security and/or child support received.