United Way of Santa Barbara County's Volunteer Tax Assistance (VITA) program is offering FREE tax preparation to families and individuals with an annual income of $66,000 or less.
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MASKS ARE REQUIRED
DROP OFF LOCATIONS BEGINNING February 16, 2021 through April 9, 2021
SBPAL's role is to host VITA, we do not prepare any of the taxes. If you have any questions or would like to view the most current VITA schedule, please contact United Way directly at www.unitedwaysb.org
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Due to COVID-19 and for the safety of our volunteers, staff and community, VITA will be operating remotely. Taxpayers can drop off their tax information at secure drop-off locations during designated times. Tax forms will not be received by anyone other than VITA volunteers and staff. SBPAL cannot answer any tax questions or receive documents.
Once tax payer information is received, a VITA volunteer will schedule a time with the taxpayer to review documents and begin the tax return before submitting to the IRS.
Once tax payer information is received, a VITA volunteer will schedule a time with the taxpayer to review documents and begin the tax return before submitting to the IRS.
REQUIRED DOCUMENTS LIST
Please bring your own pen
Please bring your own pen
- · Copy of 2019 federal and state tax returns
- · Copy of photo ID and spouse's if filing jointly (driver license or passport)
- · Copy of Social Security Card or Individual Taxpayer ID Numbers (ITIN) for each family member
- · Proof of foreign status, if applying for an ITIN
- · 2020 W-2, 1099 and 1098 for all jobs
- · Bank routing and account numbers
- · All forms for 1095 Health Insurance statements