TAX ASSISTANCE

ELIGIBILITY

• You must have a 2023 household income of $67,000 or less.

REQUIRED DOCUMENTS LIST

• Proof of identification (driver’s license, state photo ID or other government issued identification that includes a photo)
• Social Security cards for you, your spouse and dependents 
  
  • Note: If you need to request a replacement card or update your Social Security record, go to Social Security number & card to find the best way to do this.
  • 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
• Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers
• Social Security Benefit Statements (SSA-1099), if applicable
• 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
• Forms 1095-A, B and C, Health Coverage Statements
• Copies of income transcripts from IRS and state, if applicable

INSTRUCTIONS

• Check below for the most up to date schedule of VITA sites. Site hours are subject to change. 
• Make sure you have all of the required documents listed. 

Volunteer Income Tax Assistance 

IRS-certified volunteers provide free basic income tax return preparation with electronic filing to qualified individuals.

Click here to volunteer for the 2025 VITA Program. 

For questions, please contact Nadine Vasquez at nvasquez@unitedwaysb.org or (805) 882-0508.