Taxpayers
Get taxes Prepared for free
Gather your information, so we can help you.
Your first step is to schedule an appointment. Both virtual and in-person appointments are available. Make sure you understand what you must do prior to the appointment: what documents to bring and what we can and cannot assist with.
What to Do Prior to Meeting
Complete these intake forms in advance and bring those to your appointment.
What to Bring
These required documents enable our VITA volunteers to prepare your taxes. Have ready your photo identification, social security cards, completed intake forms, prior year tax return, wage and tax statements, and any other information — like a voided check to direct deposit the tax refund. If you choose to meet virtually, you need to scan the documents to one PDF. See details below.
Identification Information
- Proof of identification (Government-issued photo ID) for you and your spouse.
- Social Security cards for you, your spouse, and all dependents.
Prior Tax Information
- A complete copy of last year's federal and state income tax returns (not required, but helpful).
- A record of any estimated tax payments made for last year.
Current Year Tax Information
- Wage statements - Form(s) W-2.
- Proof of health insurance coverage - Form 1095A/B/C.
- Unemployment compensation - Form 1099-G.
- Interest and dividend statements - Form(s) 1099 INT and 1099 DIV.
- Pension and social security statements - Form(s) 1099 R and SSA-1099.
- Tuition payment statements - Form(s) 1098-T.
- Property tax receipts for any property taxes paid in 2024.
Other Information
- Information regarding any other sources of income, including State and Federal SSI and SSD payments, and income reported on Form 1099 MISC.
- If you may be able to claim the Homestead Credit from the State of Wisconsin:
- A completed rent certificate (or certificates) and/or copy of your 2024 property tax bill.
- A printout of any Wisconsin Work (W2) payments.
- Proof of the amount of child support and/or alimony received.
- If direct deposit of your tax refund is desired, a voided check for a checking account or deposit slip for a savings account.
What We Assist With
We can help with most basic tax returns, but there are some we don't support.
Federal Returns
- Forms 1040 and 1040-SR.
- Form 8863 (Education Credit).
- Schedule EIC (Earned Income Credit).
- Form 2441 (Child and Dependent Care Credit).
- Form 8812 (Additional Child Tax Credit).
Wisconsin Returns
- Forms 1.
- Schedule H (Homestead Credit).
What We Can't Assist With
- Schedule A (Medical expenses, state and local taxes, charitable contributions, etc.).
- Schedule C (Profit or loss from a business).
- Schedule D (Gains and losses from sales of stocks, bonds, and other property).
- Schedule E (Income from rental property or partnership).
- Schedule F (Farm income).
- Married taxpayers who file separate tax returns.
Tax Assistance Location & Times
The UW-Green Bay Volunteer Income Tax Assistance program help prepare tax returns each year from January through April. In 2025, appointments will be available from January 27 through April 30.
Tax Appointments
Tax preparation and consultation is available by appointment only. In-person and virtual appointments are available. Before your appointment, complete intake forms and gather all tax documents listed under What to Bring. Text or call 920-785-8878 if you have questions.
| Appointment Location | Days | Time |
|---|---|---|
Wood Hall Room 118 | Mondays, Tuesdays & Thursdays | 10 a.m. to 2 p.m. |
| Wood Hall Room 118 Center for Financial Wellness UW-Green Bay 2380 Wood Hall Drive Green Bay, WI 54311 | Saturdays | 10 a.m. to 4 p.m. |
| Virtual tax prep through Zoom | Mondays, Wednesdays & Fridays | 5 p.m. to 8 p.m. |
Where to Park
Those who meet with us in person should park in the Wood Hall Lot on the UW-Green Bay campus.
Directions
- From Nicolet Drive, enter campus via the Nicolet Entrance or Main Entrance.
- Turn onto Wood Hall Drive
- Continue until you arrive at the Wood Hall Lot
- Park and walk east to the nearest academic building, L.G. Wood Hall.
- Find the Center for Financial Wellness on the first floor.
AARP Tax Help
Despite the name, AARP (American Association of Retired Persons) Foundation Tax Aide has no age, income or AARP Membership requirement. Volunteers are available nationwide and are IRS-certified each year, and they can assist you with taxes in-person, low-contact or contact-free.
"I read about [Volunteer Income Tax Assistance] online and the services they provide. It's a group of students from UW-Green Bay... these young adults know what they're doing, and they have some advisors that are very knowledgeable that help them out with everything. It's been a pleasant experience all the way across. Everyone's been great, and I highly recommend it."
Taxpayer in the Green Bay community
Get in Touch
If you have questions about what documents you need to bring, or aren't sure which returns you need to file, please reach out to us.