VOLUNTEER INCOME TAX ASSISTANCE

Our VITA program is powered by student volunteers who receive certification in tax training and provide this free service to the community.

DOCUMENTS TO BRING TO YOUR VITA APPOINTMENT

It's important to bring any relevant tax documents to your appointment. For your convenience some types are listed below, but you may have other forms that are not listed. It's helpful if you bring your previous year's tax return, but not required. If you're not sure, bring it anyway.

PROOF OF IDENTIFICATION

  • Government issued photo ID (Driver's license, state identification card, passport)

  • Original Social Security Cards (for You, spouse, and ALL dependents)

  • Bank account (routing and account numbers) for tax payment or refund direct deposit

  • Previous year taxes

FORMS RELATED TO INCOME

  • Wage and earning statements from all employers (W-2, 1099-MISC, etc.)

  • Unemployment statements (1099-G)

  • Interest statements (1099-INT)

  • Retirement Income statements (1099-R)

  • Student Loan Interest Statement (1098-E)

FORMS RELATED TO HEALTHCARE

  • Affordable Health Care statements (1095-A, B, or C)

  • Health insurance exemption certificate (if received)

FORMS RELATED TO TAX CREDITS

  • Amounts paid in tuition and expenses for college (1098-T)

  • Amounts paid and tax identifiers for daycare providers (name, address, SSN or EIN)

 

At this point, the 2019 VITA program has ended. We are currently busy planning for the 2020 VITA program.

 

Address: 1000 E Victoria St, Carson, CA 90747

CONTACT US

                          Phone: (424) 703-4726                                                             Email: csudh.as.vita@gmail.com