Richard Dilley Tax Center – 2238 S Park St. Madison WI

See English Brochure | Ver el folleto en Español

The Richard Dilley Tax Center is closed for the season. If you need to reach us about a return done at this site, please call 608-283-1261 and leave a message if needed. If you have not yet filed your taxes, here are some informational handouts about How to Find a Tax Preparer and How to File for Free Online.

Resources and Educational Visuals

How to File for Free Online

Richard Dilley Tax Center Tip Sheet

How to Apply for an ITIN in Dane County

What to Do if You Owe Federal Taxes

Richard Dilley Tax Center Brochure (English)

How to Find a Tax Preparer

How to Access Your IRS Information

¿Cómo solicito un ITIN en Dane County?

What to Do if You Owe State Taxes

Richard Dilley Tax Center Brochure (Española)

What to Bring to Your Appointment – No Electronic Documents

A PICTURE ID
PRINTED / PAPER DOCUMENTS (not on phones/laptops)
Social Security Cards OR ITIN forms OR SSA-1099 statement for you and all dependents, spouse, if filing jointly . . .NO EXCEPTIONS! Physical cards or official ITIN forms required.
- SA-1099 is benefit statement for older adults getting social security, it must show name and full number from Social Security office
- ITIN stands for Individual Taxpayer Identification Number for those without a social security number, you must bring ITIN form from IRS
Completed INTAKE FORM, IRS Form 13614-C, filled out to the best of your ability. You are not required complete the intake form in advance, but the process will be faster if you come with it filled out.
1. Pick up form: 2238 S Park St Madison WI 53713, or 5201 Fen Oak Dr. Suite 138 Madison WI 53718, OR
2. Print and bring it yourself using the links below: OR
  - English: https://www.irs.gov/pub/irs-pdf/f13614c.pdf
  - Espanol: https://www.irs.gov/pub/irs-pdf/f13614cs.pdf
3. Complete the form when when you arrive
Income Statements, such as:
- Wage statements—Form(s) W-2
- Pension and Social Security Statements- Form(s)1099R and SSA-1099
- 1099G: Unemployment
All 2023 Financial Statements, such as:
- Interest and dividends statements—Form(s) 1099INT and 1099DIV
- Mortgage interest statements—Form(s) 1098
- Tuition payments statements—Form(s) 1098T
Copy of tax returns from 2022, if available
A record of any estimated tax payments made for the 2023 tax year
Affordable Care Act (ACA) Health Insurance Marketplace statement—Form(s) 1095A – this is required if you had Marketplace Insurance at any time during 2023
Information for all other deductions/credits
Bank account information (account and routing number) for direct deposit of your refund
Completed Rent Certificate, signed by the Landlord/Management Company OR Copy of 2023 Property Tax bill, if applying for Homestead
Please do not bring children to your appointment.

Types of Returns We Do Not Do

If any of these situations apply to you, you will not be able to get your taxes done at our site. Please see “Free Self-Filing Options” below or consult with a paid tax preparation service.

Married filing separately
People divorced in 2023
People who sold CRYPTO or BITCOIN or VIRTUAL CURRENCY
Two or more businesses or businesses with one of the following: inventory, expenses over $5000, employees, depreciation, shows a loss
International Students here on a VISA (J-1, F-1, etc.) (get info here)
People who immigrated to the USA in 2023- you must have lived in USA for all of 2023
People with more than two W2G’s from gambling

Have your taxes (including Homestead) prepared for FREE at the Richard Dilley Tax Center, a partnership with Dane County UW Extension, IRS, UW -SMP, and the Wisconsin Department of Revenue. This Volunteer Income Tax Assistance (VITA) Site prioritizes low-income individuals and families, older adults, those with Limited English, and people with disabilities.

ASL, language interpretation or other reasonable accommodations are available upon request. These services are free. Please tell us your needs when scheduling appointments. Provide 10 days advance notice for ASL requests.

All appointments will be in-person with a certified, volunteer tax preparer who will prepare your return in your presence. Learn about volunteer opportunities here.

Other Free Filing Sites

Stoughton VITA site: bit.ly/stovita24
American Association of Retired Persons (AARP) TaxAid: https://www.aarp.org/money/taxes/aarp_taxaide/locations.html
Goodwill VITA sites (FULL): https://goodwillscwi.org/community-programs/volunteer-income-tax-preparation-vita
Madison Public Library VITA sites (FULL): https://www.madisonpubliclibrary.org/resources/guides/tax-assistance

Check the Status of Your Refund Online

Federal Internal Revenue Service (IRS) Federal : https://www.irs.gov/refunds
Wisconsin Department of Revenue “Where’s My Refund?”: https://tap.revenue.wi.gov/RefundStatus

Free Self-Filing Options

You can file both state and federal taxes online through the IRS and their trusted partners. Get started here.

GetYourRefund.com: https://www.getyourrefund.org/en

MyFreeTaxes.com: https://myfreetaxes.com/

Wisconsin Department of Revenue (for state taxes): revenue.wi.gov/Pages/WisTax/home.aspx

Free Tax Education Resources

Filing your taxes has many benefits, such as reclaiming refunds, staying out of trouble with the IRS, and checking up with the government to help prevent identity theft.

See our additional tax resources here

Learn to save on your taxes using our free resources here

Or, check out this series of videos from the IRS.