You may be eligible if you, and your spouse, earned a total gross income of less than $58,000 during the tax year and are a resident of Los Angeles County.
If you are an active-duty military or a veteran, the income threshold does not apply to you.
The following tax situations may disqualify you from our services:
Income from foreign sources, rental property, or Schedule K-1s
Married couples with no dependents filing separately
Registered domestic partners who want to file jointly
Specific business expenses:
- Business use of home
- Actual expenses for vehicles
- Inventory and cost of goods sold
- Businesses with a loss
- Any cancellation of debt where the taxpayer filed bankrupt or was insolvent immediately before the debt was canceled
- International students or nonresident aliens who:
- Have dual-status citizenship
- Income earned from a 1099-MISC, self-employment, gambling, or rent/royalties
While this list may not be inclusive, these are the more common scenarios that may disqualify most people from VITA services.
We are able to prepare individual income tax returns for the years 2016, 2017, 2018, 2019, 2020, and 2021, including foreign student returns. We also serve active duty military and veterans.
Due to our limited capacity and the IRS is temporarily not accepting paper returns or correspondence, we are currently not offering the following services:
These services may be offered in the future depending on the operations of the IRS.
For a smooth and efficient tax preparation process, we ask you to gather the following relevant documents prior to scheduling an appointment:
- Proof of identification for you and/or your spouse
- Both spouses must be present during the identity verification process of the tax return
- For International Students, you will also need your Visa and I-9
- Social Security cards or ITIN cards/letters for you, your spouse, and/or dependents
- You may substitute this with a 1099-SSA, IRS transcript, or your prior year tax return done by CSUN VITA
- Wage and income forms such as:
- W-2 from employer(s) or W-2G Gambling Winnings
- Forms 1099 from banks, 1099-B, issuing agencies and other payers including unemployment compensation (1099-G), dividends (1099-DIV), distributions from a pension, annuity or retirement plan.
- Form 1099-K, 1099-MISC and a list of business expenses relevant to self-employment work, W-2 or other income statement for workers in the gig economy.
- Form 1099-INT for interest received.
- Other income documents and records of virtual currency transactions.
- Information for other income
- Form 1098-T Tuition Statement and any other educational expenses
- Information for deductions
- IRA contributions
- 1098-E Student Loan Interest
- 1098 Mortgage Interest
- Real estate taxes
- Charitable contributions/deductions
- Amount paid to daycare provider and their tax ID number
- Forms 1095-A (Health Insurance Marketplace Statement), B, or C for health coverage
- Letter 6419, 2021 Total Advance Child Tax Credit Payments, to reconcile advance child tax credit payments.
- Letter 6475, Your 2021 Economic Impact Payment, to determine eligibility to claim the recovery rebate credit.
- Information to support claiming other credits or deductions, such as receipts for child or dependent care, college expenses or donations.
- Copy of last year's tax return, if possible
- For returning clients, let us know what location you visited
- Bank routing and account number for direct deposit or debit.