Welcome to Winona VITA
Appointments
All sites are by appointment only. Please call (507) 474-7202 starting January 22, 2025 to make an appointment at one of the following tax sites.
VITA tax preparation procedures will provide maximized safety for clients and volunteers while assuring all standards for the completeness, accuracy and security of your return are achieved.
The VITA INTAKE FORM must be picked up, completed and brought with you to your appointment! Your appointment may be delayed or cancelled if you do not bring the required documentation with you.
Taxpayers need to check in with the VITA Greeter when arriving at Winona Volunteer Services, La Crescent or St. Charles.
The Intake Process is conducted at a station separate from the tax preparers.
Taxpayers are asked to wait in the waiting area during tax preparation and review, which may take as long as 45 to 75 minutes.
When the return is completed and reviewed, the taxpayer will be summoned to the reviewer’s station for summary discussion and signatures.
Qualifications
Volunteer Income Tax Assistance (VITA) is sponsored by the IRS and Minnesota Department of Revenue. Income limits apply as follows:
VITA Income Limit (Adjusted Gross Income plus untaxed investment income) | |
---|---|
Dependents (student working but a dependent for parents) | $35,000 |
Single (no dependents) | $45,000 |
Family size 2 (married couple or single with one dependent) | $55,000 |
Family size 3 or more | $65,000 |
To find out if you are eligible for the free tax service, look at your 2023 tax returns and find the 1040 IRS form, Line 11 Page 1. If your adjusted gross income falls within the guidelines above and your income has not significantly increased, you are eligible to have your taxes done free at our tax site.
Additional instructions will be given when you call for an appointment.
Your appointment may be delayed or cancelled if you do not bring the required documentation with you. Client(s) must be present during the preparation of their tax return, which may take between 45 to 75 minutes.
Tax preparation procedures will provide maximized safety for clients and volunteers while assuring all standards for the completeness and accuracy of returns.