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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 DescriptionForm NameForm Description
W-2Wage and Tax Statement1099-S* Sale of Home
W-2GGambling Winnings1099-MISC*Self-employed Income
1099-INTInterest Income1099-C*Cancellation of Debt
1099-DIVDividends Received 1099-SA*Health Savings Accounts
1099-GState Tax Refunds 1095-A, B, or CAffordable Health Care Statements
1099-GUnemployment Benefits 1098-TEducation Credits
1099-RIRA Distributions Schedule 8812Child Tax Credit
1099R, RRB-1099, CSA-1099Pension IncomeSchedule AItemized Deductions
SSA-1099Social Security BenefitsSchedule EICEarned Income Credit
1099-BSimple Capital Gain/LossForm 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 NameForm Description
Schedule ESupplemental Income and Loss - if with rental income
Schedule CProfit or Loss from Business - if with losses
Schedule DCapital gains and losses - if complicated/advanced
SS-5Request for Social Security Number
8606 Non-deductible IRA
8615 Minor's Investment Income
SS-8Determination 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?

Contact VITA

Address:

1600 Holloway Ave, SCI 205 
San Francisco, California 94132

Phone:

+1 (415) 338-1079 

Address

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