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Tax Season 2018 (for taxes due 4/17/18): Free Income Tax Preparation Assistance Available for Low Income, Elderly, Disabled, Limited English Speaking Taxpayers

Help Available at Nearly 40 Locations in Santa Cl​ara County
Picture of Tax forms, calculator and pen
 
Low income, elderly, disabled, and limited English speaking taxpayers in Santa Clara County can once again seek tax preparation assistance through VITA, the free nationwide Volunteer Income Tax Assistance Program coordinated by the Internal Revenue Service (IRS) and United Way Bay Area. This year, VITA tax preparation services are temporarily offered at nearly 40 sites including two County libraries in Cupertino and Milpitas, and at the Santa Clara County Social Services Agency CalWORKs Employment Connection Center in San Jose.


The IRS, United Way Silicon Valley, 2-1-1 Santa Clara County, the County of Santa Clara, Santa Clara County Library District, churches, nonprofits and other local organizations are working together to offer VITA sites throughout Santa Clara County.  Trained IRS-certified volunteers will provide assistance in multiple languages to prepare basic forms (1040EZ, 1040A, 1040 with Schedule A, B, Limited Schedule CEZ, C and California State Income Tax Returns) and facilitate e-filing or paper returns. Taxpayers who are low-income, elderly, disabled and speak limited English are encouraged to use the service.

Over the past 16 years, VITA volunteers and community partners have helped secure more than $700 million in refund dollars for households in the Bay Area.  Last year alone, more than 72,000 families were assisted through VITA, resulting in a total of $80 million in tax refunds. 

To qualify for the VITA assistance program, taxpayers must have a valid Social Security Number or Individual Taxpayer Identification Number (ITIN), and have a combined household income of $54,000 or less. 

Taxpayers need to bring the following information to VITA sites:

  • A photo ID (Passport, driver’s license, State issued ID) for him or herself and his or her spouse if married
  • Social Security cards or ITIN for each person included in tax returns
  • Proof of income: W2s, 1099s, 1098s, cash income, interest income, etc.
  • Proof of expenses: childcare expense statement (with provider address and tax ID number), medical expenses, property tax bills, etc.)
  • A copy of last year’s federal and state returns, if available
  • Bank account number with routing number for direct deposit refund
  • Household health coverage information (1095-A, B or C)
  • For married filing joint, both spouses need to be present to sign. (Volunteers will not be able to prepare returns for married taxpayers filing separately)

The County of Santa sites below are three of nearly 40 locations available for VITA Tax Assistance:

Cupertino Library 
Every Sunday through April 8, 2018, from 2 p.m.-5 p.m. 
10800 Torre Ave., Cupertino, CA 95014
Cupertino Library, Story Room
Walk-ins (first-come, first-served)
Assistance is available in English, Chinese, Hindi, and Tagalog. 
For more information, call (408) 446-1677 ext. 3330

Milpitas Library
Every Saturday until April 14, 2018, from 10 a.m. – 1 p.m.
160 N. Main Street, Milpitas, CA 94035
A sign-up list will be posted at the garage entrance to the library at 9 a.m. each Saturday. 
Assistance is available in English, Spanish, Chinese and Vietnamese
For more information, call (408) 262-1171, ext. 3616

Santa Clara County Social Services Agency 
CalWORKs Employment Connection Center
Every Thursday and Friday until April 14, 2018 from 10 a.m. – 2 p.m.
1879 Senter Rd. #10 San Jose, CA 95112   
Walk-ins (first-come, first-served)
Assistance is available in English and Spanish 

For more information about the tax preparation schedule and VITA sites near your house or work, call 2-1-1 or visit www.earnitkeepitsaveit.org

You can either view a map of sites and search by city (http://earnitkeepitsaveit.org/map) or to find all VITA sites within Santa Clara County, please visit https://tinyurl.com/yat6a97g​.


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Last updated: 4/6/2018 12:05 PM