VITA

VITA

FREE Virtual Tax Help  

Every year, the Department of Accounting and Finance at Cal State East Bay participates in the Volunteer Income Tax Assistance program (VITA) in partnership with the IRS. 

Virtual VITA will be staffed by students with Basic, Advanced, and Foreign Students certification to help e-file 2021 Federal and California State tax returns.  

Email vita@csueastbay.edu to make an appointment.

FORMAT: Facilitated Self Assistance (FSA) via Zoom

ADJUSTED GROSS INCOME (AGI) LIMIT: $73,000

OPENING HOURS: All times are Pacific Time Zone

WEDNESDAYS 12:30PM-3:15PM  SATURDAYS 12:30PM-4:30PM

Feb 16, 2022

Feb 23, 2022

Mar 02, 2022

Mar 09, 2022

Mar 16, 2022

Mar 23, 2022

Apr 06, 2022

Apr 13, 2022

Feb 19, 2022

Feb 26, 2022

Mar 05, 2022

Mar 12, 2022

Mar 19, 2022

Apr 09, 2022

Documents needed for your appointment

To prepare your tax returns properly, please have the following items readily available when you Zoom meet with us:

  • Social security numbers (or ITINs) and birth dates for you, your spouse, and dependents
  • Wage and earnings statements (e.g. W-2, 1099-R, etc.) from all employers and unemployment compensation statement (1099-G)
  • Interest and dividend statements from financial institutions (1099 forms)
  • College tuition statement (1098-T) and receipts for education-related expenses
  • Statements related to mortgages interest and property tax
  • Receipts for charitable donations
  • Payments to daycare providers with the provider’s tax identification number
  • If you are self-employed or a small business owner, summary of your business expenses
  • Notice 1444 for Economic Impact Payment, if you were eligible for, but did not receive, all or part of the Economic Impact Payment
  • Letter 6419 for 2021 Advance Child Tax Credit
  • A copy of your last year’s federal and state returns (not necessary, but helpful)
  • Bank routing numbers and account numbers for direct deposit of your refund