VITA

Volunteer Income Tax Assistance

The Volunteer Income Tax Assistance (VITA) program is a national IRS program that provides free tax return preparation to low-income, elderly, limited English proficient, and disabled individuals. Our mission is to provide assistance to individuals who cannot afford the services of a paid professional tax preparer. We also prepare tax returns for international students with either F-1 or J-1 visas.

The SFSU VITA program is one of the largest volunteer programs at San Francisco State University, and one of the largest VITA sites in California, with the assistance of approximately 200 IRS-certified, SFSU student volunteers every tax season. Each year, the program provides volunteers with IRS-certified training sessions during the beginning of each tax season, where students learn about the tax practice and engage themselves in the real world of tax.

Hours of Operation

Services start in early February and continue through mid-April.

SUNDAYS and MONDAYS
CLOSED

TUESDAYS though FRIDAYS
12:30PM - 6:30PM

SATURDAYS
9:00AM - 3:00PM

Types of Returns Prepared

Volunteer Income Tax Assistance will prepare the following:

Income must be below $54,000.
* Means limited to the scope of SFSU VITA operation

Form Name	Form Description	Form Name	Form Description
W-2	Wage and Tax Statement	1099-S*	Sale of Home
W-2G	Gambling Winnings	1099-MISC*	Self-employed Income
1099-INT	Interest Income	1099-C*	Cancellation of Debt
1099-DIV	Dividends Received	1099-SA*	Health Savings Accounts
1099-G	State Tax Refunds	1095-A, B, or C	Affordable Health Care Statements
1099-G	Unemployment Benefits	1098-T	Education Credits
1099-R	IRA Distributions	Schedule 8812	Child Tax Credit
1099R, RRB-1099, CSA-1099	Pension Income	Schedule A	Itemized Deductions
SSA-1099	Social Security Benefits	Schedule EIC	Earned Income Credit
1099-B	Simple Capital Gain/Loss	Form 1040X*	Prior Year and Amended Returns

Types of Returns NOT Prepared

Volunteer Income Tax Assistance CANNOT prepare the following:

Income above $54,000.
Married Filing Separately
Self-employed with Business Expenses greater than $10,000

Form Name	Form Description
Schedule E	Supplemental Income and Loss - if with rental income
Schedule C	Profit or Loss from Business - if with losses
Schedule D	Capital gains and losses - if complicated/advanced
SS-5	Request for Social Security Number
8606	Non-deductible IRA
8615	Minor's Investment Income
SS-8	Determination of worker status for purposes of federal employment taxes and income tax withholding

What you will need to bring

For married filing joint, both spouses must be present
All Forms W-2 and 1099
Information for other income
Information for all deductions/credits
A copy of last year’s tax return
Proof of account for direct deposit of refund
Social Security cards or Individual Taxpayer Identification notices/cards for you, your spouse, and/or dependents
Proof of identification for yourself and/or your spouse
For J-1 or F-1 visa students, bring your passports
Total paid to day care provider and their tax ID number
Birth dates for you, spouse and or dependents on the return
Proof of foreign status if applying for ITIN
Forms 1095-A, B or C (Affordable Health Care Statements)
For prior year or returns, copies of income transcripts from IRS (and state, if applicable)

Benefits of Joining
VITA for Students

Receive certificate of recognition from the Internal Revenue Service (IRS)
Gain valuable addition to your resume and a great career builder
Opportunity to network with tax professionals
Receive hands-on tax experience
Receive free tax training and free tax handbooks
Learn to do your own tax return

How to have a successful tax practice (2019), by Kristine "Tina" Caratan. Download HERE.

Would you like to volunteer for VITA?

LEARN MORE

Contact VITA

Address:

1600 Holloway Ave, SCI 205
San Francisco, California 94132

Phone:

+1 (415) 338-1079

E-mail:

vitacoord.sfsubap@gmail.com

Address

1600 Holloway Ave., SCI 300
San Francisco, CA 94132

Contacts

Director of Student Outreach

Links

Beta Alpha Psi National
San Francisco State University
Volunteer Income Tax Assitance