Service Name: VOLUNTEER INCOME TAX ASSISTANCE PROGRAM (VITA)

Organization Name: COMMUNITY PARTNERSHIP FOR FAMILIES OF SAN JOAQUIN (CPFSJ)

• 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 Monday, April 15, 2024.Provides free VITA training for individuals who want to become certified as a tax preparer.
• Website: https://cpfsj.org/
• Email: aleegray@cpfsj.org
• Phone(s): (209) 244-4562, (209) 444-5555, (209) 263-8263, (209) 644-8605, (209) 229-4922
• Hours: By Appointment Only
• Eligibility: Household earning $60,000 or less
• Requirements: . Proof of identification (photo ID). 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. Forms 1095-A, B and C, Health Coverage Statements. Copies of income transcripts from IRS and state, if applicable
• Areas Served:
  • San Joaquin United States
• Categories:
  • Tax Agency Tax Preparation Assistance
  • Personal Finances/Tax Assistance Volunteer Opportunities