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Volunteer Income Tax Assistance Program (VITA)
Agency: UNITED WAYS OF CALIFORNIA
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 Tuesday, April 15, 2025.
Visit MyFreeTaxes.org to file online myself or have tax prepared online for me.
Call Specialist: Click link to login
Phone:
- VITA Appointment Line: 800-436-9997
Website: https://www.myfreetaxes.org/
Program Hours
Location(s)
VITA - No physical address
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: Other languages available through the language line, Spanish, English
- Application Process: Call 211 San Joaquin between Monday-Friday 9am-4pm to schedule an appointment. For ITIN appointments, please call CPFSJ.
- Program Fees: Free
- Required Documents: • Proof of identification (photo identification) • Original Social Security cards for you, your spouse and dependents • Birth dates for you, your spouse and dependents on the tax return • Wage and earning statements (Form W-2, W-2G, 1099r, 1099s, 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 1098s) • 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
- Defined Coverage Area: San Joaquin County