Volunteer Income Tax (VITA) Program

Volunteer Income Tax (VITA) Program

 

Leave the Number Crunching to Us

As part of County Federal’s commitment to providing resources to enrich our members’ financial lives, we have partnered with the Internal Revenue Service (IRS) and United Way Bay Area’s Earn It! Keep It! Save It! Volunteer Income Tax Assistance (VITA) program to provide free tax preparation to low-to-moderate-income individuals, families and seniors. Your tax returns will be prepared by trained and IRS-certified volunteers. If your annual household income is less than $55,000, and you need assistance with your taxes, you can receive free help this tax season through VITA.

 

Am I eligible?      

 

Where can I receive VITA assistance?

VITA sites are generally located at community and neighborhood centers, libraries, schools, shopping malls, and other convenient locations.

Where can I receive VITA assistance?


County Federal VITA Site

1641 N. First Street, Suite 130
San Jose, CA  95112
Time: TBA
February 13th – April 9th, 2020

 

About the VITA Volunteers

VITA VolunteersVolunteers are not trained to prepare tax forms that include business, rental or partnership income. IRS-certified volunteers provide free basic income tax return preparation with electronic filing to qualified individuals. They can inform taxpayers about special tax credits for which they may qualify such as Earned Income Tax Credit, Child Tax Credit, and Credit for the Elderly or the Disabled.

For more information, visit the IRS VITA web page.

 

What to Bring to Your Appointment

 

What to Bring to Your Appointment

 

 

  • Photo ID
  • Social Security Card or ITIN letter and birthdates for all persons on your tax return
  • All applicable tax forms: W-2, W-2G, 1099R, 1099-MISC, 1095 (All forms), and 1099s (if any), and health coverage statements
  • Health insurance exemption certificates
  • Proof of Bank/Credit Union Account and Routing Number if you would like Direct Deposit (such as a blank voided check)
  • Other income/expense information: Total Tuition Fees and Expenses, Total Expenses Paid for Child/Day Care, Day Care Provider’s Identifying Number (Social Security Number or Business EIN)
  • Amounts/Dates of estimated or other tax payments made, etc.
  • A copy of last year’s federal and state returns, if available
  • To file taxes electronically on a married filing joint tax return, both spouses must be present to sign the required forms

 


We Offer Tools & Resources to Make Taxes Easy for Our Members

 

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Earn it! Keep it! Save it!

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IRS Learn More About VITA

IRS VITA

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

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