CSUDH VITA

CSUDH VITACSUDH VITACSUDH VITA

CSUDH VITA

CSUDH VITACSUDH VITACSUDH VITA
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Serving Our Community

 California State University, Dominguez Hills Volunteer Income Tax Assistance (VITA)  program is offering free tax preparation assistance to low-income families and individuals. The program is staffed by IRS-certified student volunteers. 

Free Income Tax Preparation

Income Tax Preparation

Location & Hours of Operations

Location & Hours of Operations

 If you earned $67,000 or less in 2024, our professionally trained volunteers can prepare and e-file your federal and state income tax returns for free. 




 



Make an appointment here

Location & Hours of Operations

Location & Hours of Operations

Location & Hours of Operations


The site will reopen on February 1, 2025


We are located at:

1000 E. Victoria Street

I&I (Innovation and Instruction) 

Carson, CA 90747


The room number will be provided to you via email once you schedule your appointment 


We are "Appointment Only" site. 

No Walk-ins 


Please make sure to purchase your parking permit if you decide to park your car o


The site will reopen on February 1, 2025


We are located at:

1000 E. Victoria Street

I&I (Innovation and Instruction) 

Carson, CA 90747


The room number will be provided to you via email once you schedule your appointment 


We are "Appointment Only" site. 

No Walk-ins 


Please make sure to purchase your parking permit if you decide to park your car on campus. The permit costs $10.


Free parking might be available on Victoria Street






Documents to bring to your VITA appointment

PROOF OF IDENTIFICATION

FORMS RELATED TO INCOME AND DEDUCTIONS

FORMS RELATED TO INCOME AND DEDUCTIONS

  • Government-issued photo identification for you and your spouse (if married)
  • Social Security cards or Individual Taxpayer Identification Number (ITIN) documents for you, your spouse, and dependents (if any)  
  • Bank account (routing and account numbers) for tax payment or refund direct deposit
  • A copy of your previous year tax returns
  • For married filing jointly, both spouses must be present
  • Identity Protection PIN for identity theft victims (if applicable)


FORMS RELATED TO INCOME AND DEDUCTIONS

FORMS RELATED TO INCOME AND DEDUCTIONS

FORMS RELATED TO INCOME AND DEDUCTIONS

  • Wage and earning statements from all employers (W-2)
  • Unemployment statements (1099-G)
  • 1099-Misc from State of California for those who received the California Middle-Class Tax Refund Payments
  • Interest statements (1099-INT)
  • Retirement Income statements (1099-R)
  • Student Loan Interest Statement (1098-E)
  • Information for all deductions (including charitable contributions) 
  • Copies of income transcripts from the IRS and state, if applicable

FORMS RELATED TO HEALTHCARE

FORMS RELATED TO TAX CREDITS

FORMS RELATED TO TAX CREDITS

  • Affordable Health Care statements (1095-A, B, and C)
  • Health insurance exemption certificate (if received)
  • California Health Insurance Marketplace STMT (CA Form 3895) 

FORMS RELATED TO TAX CREDITS

FORMS RELATED TO TAX CREDITS

FORMS RELATED TO TAX CREDITS

  •  Amounts paid and tax identifiers for daycare providers (name, address, SSN or EIN)  
  •  Amounts paid in tuition and expenses for college (1098-T) 
  • Notice 1444-C – Taxpayers’ economic impact payment if filing 2021 tax return 
  • Letter 6419 – Advance Child Tax Credit Payments if filing 2021 tax return

VITA services may be limited or cannot be provided when:

FILING STATUS LIMITATIONS

FILING STATUS LIMITATIONS

FILING STATUS LIMITATIONS

  • Married filing separately
  • Active duty military
  • Ministers and other members of clergy
  • Taxpayers who may qualify for an exception to the 3-year time limit for claiming a refund
  • Nonresident aliens who do not meet the green card or substantial presence test and aren’t married to a US citizen or resident alien
  • Spouses who may be relieved of joint liability
  • Individuals subject to the additional Medicare tax
  • Individuals subject to the net investment income tax
  • Taxpayers with Mortgage Credit Certificate
  • Taxpayers who reside in a state with community property tax laws that allow married taxpayers to file a separate return from their spouse

USING FORMS

FILING STATUS LIMITATIONS

FILING STATUS LIMITATIONS

  • Form 709 – United States Gift Tax Return
  • Form 1127 – Application for Extension of Time for Payment of Tax Due to Undue Hardship
  • Form 2210 – Underpayment of Estimated Tax
  • Form 2439 – Notice to Shareholder of Undistributed Long-Term Capital Gains
  • Form 4562 – Depreciation and Amortization
  • Form 5329 (Part II – IX) – Additional taxes on Qualified Plans
  • Form 5405 – Repayment of the First-Time Homebuyer Credit
  • Form 8582 – Passive Activity Loss Limitations
  • Form 8834 – Qualified Electric Vehicle Credit
  • Form 8839 – Qualified Adoption Expenses
  • Form 8843 (Part IV – V) – Statement for Exempt Individuals and Individuals with a Medical Condition
  • Form 8885 – Health Coverage Tax Credit
  • Form 8908 – Energy Efficient Home Credit
  • Form 8910 – Alternative Motor Vehicle Credit
  • Form 8919 – Uncollected Social Security and Medicare Tax on Wages
  • Form 8962 (Part IV – V) – Premium Tax Credit

FOREIGN STUDENTS

FOREIGN STUDENTS

FOREIGN STUDENTS

  • Foreign students with visas other than F, J, M, or Q
  • Individuals with dual-status
  • Income earned from:
    • 1099-MISC
    • Self-employment
    • Gambling
    • Rent and royalty
  • Form 1116 – Foreign Tax Credit

INCOME

FOREIGN STUDENTS

FOREIGN STUDENTS

  • Income must be less than $60,000
  • Taxpayer who receive, sell, exchange, gift or otherwise dispose of a digital asset or digital currency such as Bitcoin
  • Foreign earned income
  • Real estate rental property (AirBnB)
  • Schedule K-1s (forms 1065, 1120S, 1041)
  • Form 1099-R with Box 7 code 5, 6, 8, 9, A, E, J, K, N, P, R, T, U, or W
  • Farm income (or loss)
  • Taxpayers who are insolvent and had debt canceled
  • Alimony/divorce agreements executed before 1985
  • Taxable Roth IRA distributions
  • Publicly traded partnership income
  • Form 8615 – Tax for Certain Children who have Unearned Income

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