Free Tax Return Preparation
BY APPOINTMENT ONLY
The Volunteer Income Tax Assistance (VITA) program offers free tax help to qualifying taxpayers with $70,000 or less of gross income. Saturdays only from February 1 – March 15.
Do You Qualify?
The following requirements are subject to change for the 2024 tax return year, but can be a helpful guide determining eligibility. If one of the following is part of this year’s tax return, we will NOT be able to provide you with assistance:
- More than five (5) capital gains transactions (i.e. stock sales)
- Rental income
- Income from a partnership or trust
- Depreciation related to business income
- Multi-state tax forms
- Form 1040 NR
- We DO NOT do returns for taxpayers “Married Filing Separate”
Location
Held Saturdays by appointment only beginning February 1 – March 15.
The clinic will be held on the third floor of the Business Building (No. 3) on Cal Poly’s campus near California Blvd (next to the football stadium). Take the California Blvd. entrance into Cal Poly and follow the signs.
Each client using VITA’s services MUST bring the following items to the clinic in order to process tax returns.
Should questions arise, we recommend that all tax inquiries be directed first to the IRS and then a local enrolled agent or CPA. We do not retain copies of your tax returns, therefore please be sure to keep copies for your records. Those interested in preparing their own tax returns may find online resources via www.myfreetaxes.org to prepare and file their own taxes for free.
- Photo ID (ex: Driver License)
- Original Social Security cards and birth dates for you, your spouse and dependents (if you do not have a social security card, please bring your Individual Taxpayer Identification Numbers or we can obtain one for you if you have not applied for one in prior years)
- Wage and earning statement(s): Form W-2, W-2G
- Interest and dividend statements from banks (All Form 1099’s)
- Date acquired, cost, date sold, and selling price for stock sales
- For Day Care: Provider’s identifying number, phone number, and amount paid for care
- For Renters: Name, address and phone number of landlord
- Bank routing and account numbers for direct deposit (encouraged)
- A copy of last year’s federal and state returns if available
- Health insurance coverage information
- Covered CA Form 1095-A
- All other current tax documents/forms including relevant income/expense information
It is extremely important that each person use the correct Social Security number. In addition, both spouses must be present to sign the required forms to electronically file a joint return.
Contact:
Email: vita@calpoly.edu
Phone: 805-756-2667
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