Service Name: CONTACT SITE FOR APPOINTMENT - CAPITAL REGION VITA COALITION

Organization Name: UNITED WAY CALIFORNIA CAPITAL REGION

• Description: Free tax preparation assistance by IRS trained volunteers to prepare 2023 income tax returns for individuals and working families at VITA sites with a total earned an annual income of $66,000 or less. The VITA program provides free electronic filing (e-file). The coalition also helps educate the public on the Earned Income Tax Credit (EITC). The tax deadline is Monday, April 15th, 2024.To schedule tax appointments, select the desired location under "Site offering Programs" and call the Site Phone. For other tax appointment information, call 2-1-1 Sacramento at916-498-1000. Volunteer opportunities are available. Volunteers should have an interest in learning tax law. Interested volunteers can click here for additional information. Free online tax prep is available atyourfreetaxprep.org.
• Website: https://www.yourlocalunitedway.org/our-work/invest-in-families/free-tax-preparation/
• Phone(s):
• Eligibility: No age restrictions. Total household income for 2023 must be $66,000 or less. Drop-off appointments require an active email address (returns will be reviewed and signed online). Filer MUST attend appointment (a designated Power of Attorney may attend on behalf of the filer, if authorized prior to tax preparation). VITA sites cannot prepare:- Married filing separately.- Clergy.- Income from rental property.- Cancellation of debt (other than non-business credit card debt).- Bankruptcy.- Self-employment with expenses of more than $35,000 or inventory. App-based work (e.g., driving for Uber, Doordash, shopping for InstaCart) is classified as contract work/self-employment.- Military personnel and spouses.Additional restrictions:- Out-of-state filings: Online only.- Registered domestic partners: Online and Drop-off only.- Prior tax years (2019-2022): Online or dial 2-1-1; Asian Resources and RISE will prepare 2022 and 2023 tax years; YCCA will prepare 2022 tax year after April 15.- Amendments: Online or dial 2-1-1; Asian Resources will only prepare amendments on returns originally prepared at their sites; YCCA will prepare amendments after April 15.- Health savings account: Online and Drop-off only.
• Requirements: Required Documents:- Government-issued Photo Identification for ALL Tax Filers.- Social security card for each person on the return (including spouse and/or dependents), orprovide copies (paper or electronic) of social security cards or an acceptable substitute such as Form SSA-1099, Individual Taxpayer Identification Number (ITIN) Letter and/or any other verification issued from the SSA. SSA verification documents with truncated SSN (ex: ***-**-1234) will be accepted at the site coordinator's discretion.- A copy of your 2022 tax return. Prior tax returns are recommended but not required.- All wage and other income documents received from your employer or benefits provider (W2's, 1099, etc.).- For direct deposit, proof of your bank account number and routing number (check is preferred).Additional documents, if applicable:- Proof of health insurance coverage (form 1095-A, 1095-B, or 1095-C).- If claiming Child/Dependent Care Credit, the child care provider's Tax ID number (EIN or SSN), name, address, and phone number are required.- If itemizing (Sch. A), documents for expenses such as mortgage interest statement (Form 1098), property tax bill, charitable contributions, medical expenses, Vehicle Registration bill from DMV, documentation of any sales taxes paid on big items (car, boat, etc.).
• Areas Served:
  • Sacramento United States
  • Yolo United States
• Categories:
  • VITA Programs