Answer

Individuals who want assistance with their tax return can get help through NWTC.  Local Accounting students typically provide free services in Green Bay and Marinette each Spring.   

To schedule an appointment, call 920-491-2655.

Please arrive 15 minutes prior to appointment time.  Please allow 60 minutes to prepare your tax return. 

Items to Bring:

  • Proof of Identify (driver's license, other ID card)
  • Social Security or ITIN number and Date of Birth for each family member
  • Copy of Last Year’s Federal and State Returns (If you have them)
  • Account Numbers for Checking and Savings accounts if you want Direct Deposit

Tax Documents/Receipts for the following items which can be prepared:

  • Wage Statements (Form W-2)
  • Unemployment Compensation (Form 1099G)
  • Social Security Income (Form SSA-1099)
  • Interest and Dividend Statements (Forms 1099-DIV, 1099-INT)
  • Child Care Expenses Paid and Provider Name, Address, and Tax ID
  • Student Loan Interest Payments (Form 1098-E)
  • Tuition Payment Statements (Form 1098-T)
  • Education Expenses including receipts for books, supplies and equipment required for courses
  • Real Estate Taxes Paid 
  • Rent Paid 
  • Medical Expenses (Paid out of pocket, including post-tax premiums)
  • If Itemizing on Schedule A:  Charitable Donations and Mortgage Interest Paid (Form 1098) 
  • If claiming Homestead Credit (Schedule H):  Rent Certificate/Property Tax Bill and household income items. 
  • Tax forms can be found here: https://www.revenue.wi.gov/Pages/HTML/formpub.aspx

 

Returns Not Prepared by NWTC students:

  • Income (AGI) > or = $70,000
  • Married Filing Separately (unless children involved and filing as Head of Household)
  • Foreign Students
  • Allocated Tips
  • Depreciation
  • Farm Income/Loss (Schedule F)
  • Military Active Duty Income
  • Minor’s Investment Income (Form 8615)
  • Office in the Home
  • Out-Of-State Returns
  • Partnership Income/Loss (K-1 1065)
  • Rental Income (Schedule E)
  • Self-Employment Income  - expenses over $5,000
  • S-Corps Income/Loss (K-1 1120S)
  • Trusts Income/Loss (K-1 1041))

 

If you have any questions, please call 920-491-2655; leave your name, phone number and a brief message and someone will return your call. You can also email: nwtc.vita@nwtc.edu

If you are looking for an appointment in Marinette, please call 715-735-7785.

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