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, 2025.
Please visit Tax Assistance for current locations.
Eligibility
Annual household income must be $67,000 or less
Application Process
Visit during program hours, visit the website for additional information on location and dates offered.
https://www.unitedwaysb.org/vita
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
-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)
-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
| (805) 965-8591 | Office Phone |
Hours
Hours vary, call or visit website for additional information:
United Way of Santa Barbara County:
Tue. & Web: 1PM -4PM (AARP)
Sat: 9am - 1pm
UCSB North Hall: 10 am - 3pm
03/15/25
UCSB Phelps Hall: 10 am - 3pm
04/5/25 and 04/12/25
Goleta Valley Community Center
Fri: 9 am -12 pm & AARP 1pm -4PM
SB Public Library- Eastside Library (MLK Room)
Tue: 4pm -7pm
SBCC- Schott Center
Mon & Wed: 4pm - 7pm
Website
Address
1102 East Montecito Street, Santa Barbara, CA, 93103
Address
1102 East Montecito Street, Santa Barbara, CA, 93103
Listing Managed by: 211 Santa Barbara | Print Listing
Information last updated: 2024-07-02T00:00:00