Description: The Volunteer Income Tax Assistance (VITA) program offers free tax help to people who need assistance in preparing their own tax returns. IRS-certified Cal Poly accounting students provide free basic income tax return preparation with electronic filing to qualified individuals.
Hours: Cal Poly VITA Clinic, Saturdays, from Saturdays, from 10 a.m. to 2 p.m., February 2, 2019 through March 16, 2019.VITA students will also staff two free tax preparation clinics in partnership with the United Way of Northern Santa Barbara County in San Luis Obispo and Santa Maria:Oceano Location: Lucia Mar Adult Education School1551 17th Street, Oceano, CA 9344510 a.m. to 4 p.m. Saturdays, Feb. 9 through March 16.By appointment only; call 805-541-1234Santa Maria Location: Allan Hancock College Community Education Center (Building S)800 S. College Drive, Santa Maria10 a.m. to 2 p.m. Saturdays, Feb. 2 through March 30 (closed Feb. 16 and March 23)By appointment only; call 805-922-0329, ext. 103
Eligibility: Available to people who generally make $54,000 or less, persons with disabilities and limited English speaking taxpayers.
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
Requirements: Each client using VITA's services MUST bring the following items to the clinic in order to process tax returns.Photo ID (ex: Driver License)Original or copies of Social Security cards and birth dates for you, your spouse and dependents (if you do not have a social security card, please bring your IndividualTaxpayer 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-2GInterest and dividend statements from banks (All Form 1099's)Date acquired, cost, date sold, and selling price for stock salesFor Day Care: Provider's identifying number, phone number, and amount paid for careFor Renters: Name, address and phone number of landlordBank routing and account numbers for direct deposit (encouraged)A copy of last year's federal and state returns if availableHealth insurance coverage informationCovered CA Form 1095-AAll other current tax documents/forms including relevant income/expense informationIt 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 electronicallyfile a joint return.Please call 805-756-2667 for more information in English or Spanish, or email your questions to vita@calpoly.edu.
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