Free Tax Preparation Programs

 

VITA 2022 is almost here! We will have two sites active beginning February 8, 2022. Appointments will be made available soon. Email taxes@unitedwayslo.org for more info.

Follow us on social media or Subscribe to our newsletter to be notified when appointments are open.

Eligibility:

  • Less than $58,000 in Household Adjusted Gross Income for filing year.
  • Not filing as 'Married Filing Separately'
  • If Self-Employed:
    • Income less than $35,000 with no net loss
    • Not Claiming Depreciation

Dates and Locations:

Oceano Adult Education Room

  • Saturdays 10:00 - 3:00
  • In-Person Appointments Available
  • 1551 17th St. Room 22, Oceano

Colony Park Community Center

  • Tuesdays 11:30 - 4:00
  • Drop-Off Appointments Only
  • 5599 Traffic Way, Atascadero

You can also prepare and file your taxes online with United Way using MyFreeTaxes.org!

 

Did you know California has a tax credit for working families and individuals? It’s called the California Earned Income Tax Credit (CalEITC) and it is modeled after the federal credit.


California Earned Income Tax Credit (CalEITC) 

In addition to the federal Earned Income Tax Credit, a state Earned Income Tax Credit is now available for families in California. Signed into law in 2015, California’s new EITC is available for households who meet income eligibility. About 3 million California families and individuals may qualify for this credit in 2021. Who should you know?

  • NEW: If you file with an Individual Tax Identification Number (ITIN) or someone in your household has one, you might now qualify for the credit if you otherwise meet eligibility criteria.
  • A worker earning $30,000 or less may qualify for the credit. That's equivalent to a full-time worker earning about $15/hr.  
  • Up to additional $1,000 for qualifying families with young children under 6.
  • Self-employment income may qualify for the credit. Both 1099 filers and cash earners qualify. 
  • Adults 18-24 and those over 65 with no dependents qualify for the California Earned Income Tax Credit. 

To estimate the amount you may be eligible to receive in federal and state EITC, and other benefits, visit the Benefit kitchen App. In 2019 over 1.4 million families claimed more than $346 million dollars in the California Earned Income Tax Credit. 

Learn more at The California Budget and Policy Center


Check out this video from CA Franchise Tax Board for info on CalEITC:

 

Do you know about the Golden State Stimulus?

Click Here to Learn More About the Golden State Stimulus

For more information about EITC and to find out about free tax prep services:

  1. Visit MyFreeTaxes.org

  2. Call 2-1-1

  3. Text “TAXES” to 211-211

 

Click our Tax-Time calculator below to see if you qualify for credits this year!


Volunteer Income Tax Assistance (VITA):

If you earned $57,000 or less in 2020, you may qualify for free in-person tax filing with certified tax volunteers.

What to bring with you to your tax appointment:

Once you know if you qualify for free tax preparation and have scheduled your appointment, be sure to bring all of the following information to your appointment:

1. Photo ID for taxpayer and spouse

2. Original Social Security Card or ITIN for each person on tax return (copies accepted). Contact your local Social Security office to make an appointment to order a copy if you cannot find yours prior to your tax appointment.

3. W-2 or 1099-MISC for all jobs held in 2020

4. All 1098’s, 1099’s, 1095-A’s and any other tax forms

5. Voided check or savings account and routing # for directed deposit refund

6. Last year’s tax return (if available)

7. Childcare provider information with name, address, etc.

8. Landlord’s name, address and phone number for renter’s credit

 

Click Here to Learn More About the Golden State Stimulus

  

         
 
                           
 

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