VITA Free Income Tax Preparation & Filing

We are very pleased that VITA will be using our branch this year to help people prepare and file their income tax for free.  The volunteers will be available every other Saturday beginning February 10 and ending April 7 from 9:30 to 12:30 to help people on a first come first served basis.  

--- The specific dates are: February 10 & 24 --- March 10 & 24 --- and April 7.

The tax forms they prepare are the Form 1040 (U.S. Individual Income Tax Return) and CA Form 540 (California Resident Income). This service is offered to those whose household income limit is approximately $54,000 gross income. Both spouses must be present for joint returns.  

You will need to bring some things with you.  Specifically….

• A valid CA Driver’s License, ID, or Passport
• Social Security Numbers or ITINs for the Taxpayer, spouse and dependents
• Birth Dates for the Taxpayer, spouse, and dependents (month, date, and year)
• Tax Documents (Forms W-2, W-2G, 1099-R, 1099-INT, 1099-DIV, 1099-MISC, and all other tax documents)
• Blank “voided” check for direct deposit of refund

If this applies to you, also bring:

• All Forms 1095, Health Form Statements
• California Renters’ Credit - Landlord’s name, address, and phone number
• Day Care Providers Information, including total amount paid for day care per child, day care provider’s name, address, phone number, and tax ID number
• Total Education Expenses (books, laptops, etc.)