Description: Provides free tax help to individuals and families in the Bay Area Counties of Solano, San Mateo, Marin, Napa, and San Francisco.Clickhere for the VITA site locator to locate the services.
Virtual services Offers online virtual service throughCode of America's Get your Refund website. Taxpayers will fill out an intake, send in their documents, and verify their identity. A local certified VITA volunteer will call the taxpayer and prepare the tax return.
Drop-off Offers secure drop-off locations across Bay Area. Taxpayers will place the documents in an envelope and leave copies of their documents at any of the drop-off locations available.
Additional supports available varies by location:
Individuals with ITINs (Individual Taxpayer Identification Number) are eligible for the California Earned Income Tax Credit.
Chat support available
File back taxes (2020-2022)
File amendments for past years- Contact the location. Some locations will do them on a case-by-case basis depending on the situation.
Apply for an ITIN (Individual Taxpayer Identification Number)
Eligibility: Bay Area residents with 2023 annual household income less than $64,000
Requirements: Photo identification of each adult on tax return
Social Security cards for you, your spouse, AND dependents
If anyone does not have a Social Security Number, you can bring the Individual Taxpayer Identification Number (ITIN) assignment letter
An official letter from the IRS (SSA-1099 form) can be accepted in place of a Social Security card
Birth dates for everyone on the tax return
W-2s from all jobs
All 1099s, 1098s, and any other tax forms from other jobs, colleges, or other organizations
Calculation of income and expenses from self-employment or cash income, if applicable
Household health coverage information
Health Coverage Statements: Forms 1095-A, B, or C
Childcare provider information, if applicable
You will need the total amount paid to the daycare provider and the daycare provider's tax identification number (their Social Security number or business Employer Identification Number)
Last year tax return, if you have it
Savings AND checking account numbers, as well as routing number for direct deposit of refund
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