Santa Clara Public Library
Home library MenuCENTRAL: 2023 VITA Free Tax Help (In-Person)
Free income tax assistance for qualified individuals and families!
- Date: 02/18/2023 10:00 AM - 1:00 PM
- Location: Central Park Library
2635 Homestead Road
Santa Clara, California 95051
- ContactDanny Le
- Email dle1@santaclaraca.gov
Every Saturday at the Central Park Library's Redwood Room. Starting from February 4 until April 15, 2023 at 10 a.m. - 1 p.m.
File your taxes in-person or online! Utilize the information on this page to help you find the right option for you. Please review the resources and information below.
Volunteer Income Tax Assistance (VITA)
Free Tax Help Bay Area is a coalition of organizations that provide free tax help throughout the Bay Area led by United Way Bay Area in partnership with the IRS's Volunteer Income Tax Assistance (VITA). These services are free to qualifying individuals and families whose income is less than $60,000. IRS-certified volunteers are trained to prepare these forms.
In-Person Tax Assistance
The Central Park Library will host VITA Tax Help Services every Saturday from February 4 to April 15, 2023 from 10 a.m. to 1 p.m. Appointments are on a first-come-first-served basis. (Download Schedule)
What to Bring for Your Appointment:
-
Proof of identification (photo ID)
-
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
-
Birth dates for you, your spouse and dependents on the tax return
-
Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers
-
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
Alternative Tax Filing Resources
File Your Taxes Online
United Way Bay Area has partnered with Code for America to offer 100% online filing by trained staff and volunteers. Visit www.getyourrefund.org to learn more about this service.
Supported DIY (Do-It-Yourself) Filing
MyFreeTaxes helps people file their federal and state taxes for free, and it’s brought to you by United Way. Visit myfreetaxes.com to learn more about this service.
AARP Foundation Tax Aid
AARP Foundation Tax-Aide provides in-person and virtual tax assistance to anyone, free of charge, with a focus on taxpayers who are over 50 and have low to moderate income.
Website: www.aarp.org/money/taxes/aarp_taxaide
AARP Tax-Aide Locator: www.aarp.org/money/taxes/aarp_taxaide/locations.html
Phone: 888-227-7669
IRS Free File
The IRS Free File Alliance provides online tools to file your return on your own, online, for free. Visit www.irs.gov/filing/free-file-do-your-federal-taxes-for-free for options and more information.
Every Saturday at the Central Park Library's Redwood Room. Starting from February 4 until April 15, 2023 at 10 a.m. - 1 p.m.
File your taxes in-person or online! Utilize the information on this page to help you find the right option for you. Please review the resources and information below.
Volunteer Income Tax Assistance (VITA)
Free Tax Help Bay Area is a coalition of organizations that provide free tax help throughout the Bay Area led by United Way Bay Area in partnership with the IRS's Volunteer Income Tax Assistance (VITA). These services are free to qualifying individuals and families whose income is less than $60,000. IRS-certified volunteers are trained to prepare these forms.
In-Person Tax Assistance
The Central Park Library will host VITA Tax Help Services every Saturday from February 4 to April 15, 2023 from 10 a.m. to 1 p.m. Appointments are on a first-come-first-served basis. (Download Schedule)
What to Bring for Your Appointment:
-
Proof of identification (photo ID)
-
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
-
Birth dates for you, your spouse and dependents on the tax return
-
Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers
-
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
Alternative Tax Filing Resources
File Your Taxes Online
United Way Bay Area has partnered with Code for America to offer 100% online filing by trained staff and volunteers. Visit www.getyourrefund.org to learn more about this service.
Supported DIY (Do-It-Yourself) Filing
MyFreeTaxes helps people file their federal and state taxes for free, and it’s brought to you by United Way. Visit myfreetaxes.com to learn more about this service.
AARP Foundation Tax Aid
AARP Foundation Tax-Aide provides in-person and virtual tax assistance to anyone, free of charge, with a focus on taxpayers who are over 50 and have low to moderate income.
Website: www.aarp.org/money/taxes/aarp_taxaide
AARP Tax-Aide Locator: www.aarp.org/money/taxes/aarp_taxaide/locations.html
Phone: 888-227-7669
IRS Free File
The IRS Free File Alliance provides online tools to file your return on your own, online, for free. Visit www.irs.gov/filing/free-file-do-your-federal-taxes-for-free for options and more information.