Volunteer Income Tax Assistance (VITA)

 CSU San Bernardino

Frequently Asked Questions:

What is VITA?

VITA (Volunteer Income Tax Assistance) is a program sponsored by the IRS and Franchise tax Board (FTB). VITA Volunteers receive training, and prepare and electronically file income tax returns for low income, elderly, and disabled taxpayers, free of charge.

 

Who Qualifies for the VITA program?

The Scope of the VITA program for 2018 is to provide free income tax preparation to low-income individuals and families throughout the Inland Empire. In addition, services for low income senior citizens, non-English speakers, and the disabled are provided.

Due to the high demand for this valuable service, a $60,000 maximum gross income per return has been implemented for taxpayers seeking assistance. In addition, Social Security Cards or ITIN cards are required for taxpayer, spouse, and all dependents. Picture identification is necessary for taxpayer and spouse.

All taxpayers, including both spouses if filing joint returns, must be present when tax returns are being prepared.

Who is not covered for the VITA program?

We DO NOT prepare: 

  • Casualty losses

  • Depreciation

  • Married filing separate returns

  • IRA deductions if part is taxable and part tax-free

  • Schedules E or F

  • Inventory

  • Non-Resident returns (residents of a foreign country)

 

NOTE: The site supervisor may judge an item out of the scope of VITA. Please respect the decision.

What is the purpose of VITA?

Provide quality tax information and income tax preparation service at no charge. 

Help students become independent, analytical, motivated, flexible, competent, disciplined, and confident.

How do I contact VITA at CSUSB?

Mailing Address:


Cal State Volunteer Tax Preparation
Department of Accounting and Finance JB-459
California State University, San Bernardino
5500 University Parkway San Bernardino, CA 92407

Email: vita@csusb.edu

In order to prepare your return, we must see social security cards for the taxpayer, spouse and all dependents. NO exceptions to this rule.

 

Bring your W-2s, 1099s and other tax documents, Taxpayer and spouse must bring picture identification and be present to sign returns.

FREE electronic filing is available
FREE parking at all sites

5500 University Parkway

San Bernardino, CA 92407

Tel: +1 (909) 537-5000

 

When: Tuesdays 4:00 - 5:00 pm

Where: TBD

General Contact (preferred)

    E-mail: bapofficers@gmail.com

Faculty Advisors

Hang Pei

Office: JB 234

hang.pei@csusb.edu

Kathy Johnson   

E-mail: kjohnson@csusb.edu

VITA Service

Taewoo Kim

    E-mail: Vita@csusb.edu

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 2018 © Beta Alpha Psi - Iota Eta #215 at CSUSB is a student organization registered as a Chapter of Beta Alpha Psi, the honors accounting organization.

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