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VITA
We offer FREE personal tax preparation for low-income, English-limited individuals and families. Here's how you know if you qualify:
The Following Clients Qualify for Free Tax Preparation Services:
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Income limit is under $63,500
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US Citizens, Resident Alien or Employment Authorization Card Holder
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Simple tax returns include income sources such as:
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Wages
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Interest income and Investment Gain not over $11,000
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Retirement (1099 - R) (SSA) (SSI)
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Unemployment
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Gambling Winnings/ Losses with W2-G
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Cash Income (With Proof)
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Out of California state returns (Except New York state)
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Itemized Deductions
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Property Tax Expenses​
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Mortgage Interest Expenses
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Charity Donation- Cash Only
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If you are a...
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Military personnel and veteran - Thank you for your service! Please refer to your respective station for VITA service
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International Student - Welcome! Please refer to your college
Sometimes In Scope:
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Business Taxes (sole proprietorship)
The Following Clients DO NOT Qualify for Free Tax Preparation Services:
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Total income greater than $63,500
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Non-Simple income sources:
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Investment/Stock losses (Net losses greater than $3,000 ($1,500 if MFS) will carry forward to future tax years)
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Rental income
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Tips / Cash Income (Without proof)
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New York State returns​
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Business Taxes (LLC, CO, Inc.)
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Married Filing Separately
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Schedule K-1 income
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Complicated 1099-MISC or 1099- NEC
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Royalty income
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Any Foreign income
Additional Out of Scope Returns:
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Taxpayers who cannot substantiate their identity
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Individuals income Adjusted Gross Income (or AGI) is $63,500 or more
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Business Taxes (LLC, CO, Inc.)
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Married Filing Separately
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Rental Income
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Active & Veterans*
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International Students*
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Schedule K-1 Income
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Complicated 1099-MISC & 1099-NEC Income