Volunteer Income Tax Assistance (vita)
Provided by UNITED WAY OF SANTA BARBARA COUNTY
Descriptions
Offers free tax preparation assistance for individuals and families residing in Santa Barbara County.
- tax preparer can assist with general tax information, tax preparation, and filing, along with ITIN applications and renewals.
- Serves clients on a first come first serve basis, and stops accepting clients 60 minutes before closing
- Tax preparation will take place from February-April, 2024.
Please visit Tax Assistance for current locations.
Eligibility
Annual household income must be $67,000 or less
Application Process
Visit during program hours, visit website for additional information on location and dates offered
Documents
-Proof of identification (driver's license, state photo ID or other government issued identification that includes a photo)
-Social Security cards for you, your spouse and dependents
Note: If you need to request a replacement card or update your Social Security record, go to Social Security number & card to find the best way to do this.
An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse and your dependents if you do not have a Social Security number
-Proof of foreign status, if applying for an ITIN
-Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers
-Social Security Benefit Statements (SSA-1099), if applicable
-Interest and dividend statements from banks (Forms 1099)
-Health Insurance Exemption Certificate, if received
-A copy of last year's federal and state returns, if available
-Proof of bank account routing and account numbers for direct deposit such as a blank check
-To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms
-Total paid for daycare provider and the daycare provider's tax identifying number such as their Social Security number or business Employer Identification Number
-Forms 1095-A, B and C, Health Coverage Statements
Copies of income transcripts from IRS and state, if applicable
Fees
No fee
Service Areas
- Santa Barbara County
Phone
Hours
Hours vary, please call or visit website for additional information
Website
Address
320 East Gutierrez Street, Santa Barbara, CA, 93101
Disabilities Access
ADA accessible
Address
320 East Gutierrez Street, Santa Barbara, CA, 93101
Listing Managed by: 211 Santa Barbara | Print Listing
Information last updated: 2024-07-02T00:00:00