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Cal State Long Beach business students offer free virtual tax preparation to low-income families

More than 50 English and Spanish speaking California State University, Long Beach accounting students, who are Internal Revenue Service certified, are providing free tax preparation assistance to families who make $57,000 or less, disabled people, the elderly, students, non-residents and individuals with limited English proficiency.

The free service is part of the Volunteer Income Tax Assistance clinic (VITA), which is an IRS-sponsored program.

Last year, student-volunteers filed state and federal tax returns that combined totaled more than $1 million in refunds.

Participants have the following original documents:

  • Government issued photo ID or driver’s license.
  • Original Social Security card or documents of individual taxpayer identification number.
  • All W-2’s and 1099’s (if any)
  • Other income and expense information
  • Students or parents of students bring total tuition fees and expenses paid (form 1098-T)
  • Parents bring total expenses paid for child’s daycare if any.
  • Daycare or dependent care provider’s address, phone and SSN or EIN.
  • Bank account and routing number (voided check) for direct deposit of refund.
  • Last year’s tax return is helpful, but not required.
  • To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms.

Kickoff event is Saturday, Feb. 20, 2020 from 10 a.m. to 4 p.m. The Regular Schedule is Mon-Thurs: 10 a.m. to 8 p.m. and Friday: 9 a.m. to 3 p.m.

Click the following link to Make Virtual Appointment: https://www.csulbbap.com/vita

This article was released by Cal State Long Beach.