Volunteer Income Tax Assistance / Free D-I-Y Online Program Also Introduced

The Volunteer Income Tax Assistance (VITA) program that has previously been provided by accounting students from UW-Whitewater is not available this year. They indicate that it might resume next year.

The only nearby volunteer service that still has appointments available is offered through AARP Foundation Tax-Aide, which provides tax assistance to anyone, free of charge, with a focus on taxpayers who are over 50 and have low to moderate income. You don’t need to be an AARP member to use the service.  The closest location is at Elkhorn Matheson Memorial Library, 101 N. Wisconsin St. in Elkhorn. The service is also available at the Delavan public library. Appointments are required and may be made on Mondays and Tuesdays between 10 a.m. and 3 p.m. Call 262-723-2678 to make an appointment.

This site provides a list of documents that should be brought to an appointment.

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Do-It-Yourself (D-I-Y)

New free federal/state online program is available for those wishing to complete their own returns

Gov. Evers, DOR Announce Start of Tax Season, Encourage Wisconsinites to Use New Direct File Services
Wisconsin taxpayers can file their taxes online directly for free with WisTax and new Direct File programs
Gov. Tony Evers, together with the Wisconsin Department of Revenue (DOR), announced that the individual income tax filing season began on Mon., Jan. 27, 2025, and encouraged Wisconsin taxpayers to use the state’s WisTax and new federal Direct File services to file their state and federal income taxes online for free. 

“We’re working to make sure filing your taxes is as easy and as accessible as possible, and through these programs, we’re giving hardworking folks the option to file securely, easily, and directly—hopefully saving folks time and money and giving them some peace of mind,” said Gov. Evers. “This year, we’re also thrilled to be providing nearly $73 million in annual tax relief to over 110,000 Wisconsin taxpayers thanks to our new expanded child care tax credit. So, don’t wait, Wisconsin! Check out our new direct file program and file your taxes securely and directly this tax season.”

Last August, Gov. Evers, along with U.S. Sen. Tammy Baldwin (D-Wisconsin) and DOR, announced that Wisconsin would join the Internal Revenue Service (IRS) Direct File program for filing season 2025, enabling eligible Wisconsin taxpayers to file their taxes online directly with the IRS for free. According to the U.S. Department of Treasury, the average taxpayer spends approximately 13 hours and $270 to prepare their taxes each year. Direct File simplifies that process, saving taxpayers time and money.

Additionally, when Wisconsin families file their taxes this year, they will see additional tax relief thanks to legislation signed by Gov. Evers last March to expand the current child and dependent care tax credit from 50 percent to 100 percent of the federal credit. This will help reduce the tax burden for families struggling to afford the high cost of child care and care for adult dependents. Over 110,000 Wisconsin taxpayers will see an average benefit of over $656 per filer, totaling nearly $73 million in annual tax relief. Wisconsinites can check to see if they qualify for the expanded Wisconsin child and dependent care tax credit here.

The Direct File program was made possible by the Biden-Harris Administration through the Inflation Reduction Act, a landmark piece of legislation that was passed by Democrats in 2022, including Sen. Baldwin, who championed the Inflation Reduction Act and has been a staunch advocate for launching Wisconsin’s Direct File program to give taxpayers a no cost filing option for their federal taxes. Launched as a pilot program in a dozen states in 2024, Direct File users claimed more than $90 million in refunds and saved an estimated $5.6 million in tax preparation fees. The platform’s success and positive feedback encouraged the IRS to move forward with a rollout nationwide for the 2025 tax filing season.

Direct File utilizes robust security measures to protect taxpayer information. Key security features include:
Secure Data Transmission: Tax information is transmitted securely to the IRS using SSL 3.0 128-bit encryption. This creates as many combinations as the number of water molecules in 2.7 million Olympic-size swimming pools;
Identity Verification: The program employs rigorous identify verification procedures to ensure the authenticity of filers. Direct File uses ID.me to help prevent identity theft and to protect taxpayer data; and Ongoing Security Monitoring: The IRS continuously monitors the system for any potential security threats. “We understand that tax information security is paramount,” said DOR Secretary David Casey. “The IRS has implemented strong safeguards to protect sensitive information throughout the Direct File process.”

Eligible taxpayers can file using a smartphone, laptop, tablet, or desktop computer. For eligibility requirements and additional information, visit directfile.irs.gov and revenue.wi.gov. After completing their federal returns in Direct File, Wisconsin taxpayers will be taken to WisTax to complete their state taxes quickly and easily for free. WisTax offers a modern web-based experience that is intuitive, easy to use, and mobile-friendly. This free platform was created to simplify the tax filing process for Wisconsinites and eliminate burdensome costs. Should taxpayers encounter problems while filing, a knowledgeable DOR customer service representative will be available to answer questions and help troubleshoot the issue.

In addition to the Direct File and WisTax, Wisconsinites have other options for filing their taxes, including:
Tax Filing Software: Numerous software options are available, ranging from basic to advanced, offering varying levels of guidance and support;
Tax Preparer: Enlisting the help of a qualified tax professional can be beneficial for those with complex tax situations or who prefer personalized assistance; and Volunteer Income Tax Assistance (VITA): Free tax preparation assistance is available to eligible taxpayers through the VITA program, which is offered by community organizations and IRS-certified volunteers. To locate a site near you, use the VITA/TCE Locator Tool or the AARP Site Locator Tool

DOR’s Where’s My Refund tool is the quickest way for Wisconsinites to check their refund status, as it gives taxpayers instant access to the same information call center agents provide.

To further assist taxpayers during this busy time, DOR’s Customer Service Call Center is extending hours in the weeks leading up to the filing deadline. Tax specialists will be available from 7:45 a.m. to 5 p.m. from April 1 to 3, April 7 to 10, and April 14 to 15 to accommodate taxpayers’ schedules.

Individual tax filers are encouraged to visit the DOR website’s Individuals” page, where they can find answers to common questions, forms and instructions, tax credit information, payment options, instructional videos, and other resources. 

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