

Hello
Remote Volunteers
Welcome!
Thank you for joining the Volunteer Income Tax Assistance program. As a VITA volunteer you are part of the nation’s largest anti-poverty program - bringing thousands of dollars back to low-income families.
If this is your first time volunteering with us, please watch our How to Remote Volunteer Videos to get started!
How to Remote Volunteer: Intake
How to Remote Volunteer: Tax Prep
Remote Volunteering Tools
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Zoom ID: 571 532 4730
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Password: 123456
Tuesdays & Thursdays 6-8pm
Saturdays 10:00am-1:30pm
Intake Resources
What to bring to your Intake Appointment:
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Required: All taxpayers must be present with photo identification
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Required: Original Social Security Cards or ITINs for tax filers and dependents
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Last year’s tax return (tax year 2020)
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W-2 from your job/employer
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Total Cash income & 1099 Misc from a Job or Uber, Lyft, Postmates, etc.
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VITA: Business expenses are limited to $10,000
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IRS Letter 6419 Advanced Child Tax Credit
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IRS Letter 6475 Economic Impact Payment (Stimulus #3)
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1099 G from EDD/Unemployment
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1099 R from Retirement Income
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1099 SSA from Social Security Administration (Not SSI)
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1099 INT for Interest income (savings or bank account)
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1099 DIV from Dividends
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W-2 G from Gambling
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Form 1095A for health insurance purchased through Covered CA
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(We do not need 1095B nor 1095C)
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Identity Protection Personal Identification Number (IP PIN) issued by the IRS
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Bank account number for fast and secure direct deposit of your refund.
If a taxpayers total Adjusted Gross Income decreased in 2021 - taxpayers may qualify for a tax credit. The leave a note of their 2019 AGI at the end of intake.
Forms for credits and deductions:
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Self-Employment Deductions: Receipts & invoices related to self-employment; and total mileage for car deduction
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Education Credit: Form 1098T Tuition form for you or anyone on the return attending college
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Education Credit: Complete tuition and financial aid statements, and/or receipts for required textbooks, technology, and software.
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Note: Housing, parking, and food is not included in the Education Credit.
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Form 1098E Interest paid on Student Loans
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Form 1098 Mortgage and Property Tax
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Donations over $500 require a letter
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Medical expenses: Receipts
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Child Care credit: Name, Address, Social # and Phone Number of your Child Care provider
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ITIN Applications & Renewals: valid photo identification and birth certificate OR a valid passport.
Returns that are considered Out-of-Scope:
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Incomes more than $57,000
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Married Filing Separately returns (If you are legally married & file alone - you may be a Married Filing Separate taxpayer - this is out of scope and we will not be able to assist you).
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Self-employed or cash income with:
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Taking expenses with no proof (receipts, documented mileage, etc. are required)
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Business related expenses over $10,000
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Have a loss
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Businesses with employees, inventory, or business property.
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Returns for companies and/or businesses
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Cancelled debt income (Forms 1099C and 1099A) for foreclosures or short sales.
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Handwritten tax documents (W-2, 1099, 1098, etc.)
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Returns for visitors, such as “F,” “J,” “M,” or “Q” visas, that require a 1040NR tax return.
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Foreign Income
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Royalty Income
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Partnership or income from an LLC (Form K-1)
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Returns with the sale of stocks with more than 20 sales.
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Returns with sale of cryptocurrencies.
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Returns with AirBNB rental income.
Forms that WE DO NOT NEED:
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Supplemental Security Income (SSI)
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Child Support
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Veterans Benefit
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Life insurance when someone passes
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Settlements not related to a job or employment
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CalFresh or food assistance
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CalWorks or welfare cash assistance from the county
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Inheritance, gifts, or bequests
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Alimony for divorces after 2018
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Money from a scholarship is not taxable. However, if you use the money for room and board, or use it to pay other personal expenses, that portion is normally taxable.
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Health insurance from an employer or county (Forms 1095B and 1095C)
These are not taxable
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