Volunteer Income Tax Assistance Program (VITA)

Agency: INTERNAL REVENUE SERVICES (IRS)

Description:

Provides free tax preparation assistance by IRS trained volunteers to prepare basic tax returns for individuals and working families. Service provided at various VITA sites. 

Last day to file tax is Tuesday, April 15, 2025.

Proves free VITA training for individuals who want to become certified as a tax preparer.

Phone:

• VITA Sites Locator: 800-906-9887

Website: https://www.irs.gov/individuals/free-tax-return-preparation-for-qualifying-taxpayers

Location(s)

Program Delivery

• Eligibility: Must meet criteria: • Household earning $68,000 or less • No rental income (from a property you own) • Did not file for bankruptcy last year • Had no cancellation of debt outside of non-business credit cards • No clergy income • If married, are filing jointly • If self-employed, no business-related expenses over $35,000 or businesses with employees, inventory, business property, net loss, or depreciating assets • No sales of cryptocurrency
• Languages: English
• Application Process: Walk-in
• Program Fees: Free
• Required Documents: • Proof of identification (photo identification) • Original Social Security cards for you, your spouse and dependents • An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse and your dependents if you do not have a Social Security number • Proof of foreign status, if applying for an ITIN • Birth dates for you, your spouse and dependents on the tax return • Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers • Interest and dividend statements from banks (Forms 1099) • Health Insurance Exemption Certificate, if received • A copy of last year’s federal and state returns, if available • Proof of bank account routing and account numbers for direct deposit such as a blank check • To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms • Total paid for daycare provider and the daycare provider's tax identifying number such as their Social Security number or business Employer Identification Number • Payments made that can reduce tax liability (Form 1098-S) • Federal Advance Child Tax Credit Letter from IRS (Letter 6419) • Forms 1095-A, B and C, Health Coverage Statements • Copies of income transcripts from IRS and state, if applicable

Service Area

• Defined Coverage Area: San Joaquin County