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VITA at SFSU

Volunteer Income Tax Assistance at
San Francisco State University

SFSU VITA IS CLOSED NOW

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2023 Filing Season is accepting volunteer application now!


You can either apply here or scan the QR code in the flyer. 



VITA Options

Volunteer Income Tax Assistance Options

SFSU VITA will be open in person in Spring 2023.
File your taxes using GetYourRefund.org/uwba
or visit
uwba.org/tax-help
for a list of sites in the SF Bay Area

Beta Alpha Psi and SFSU VITA is closed for the 2021 filing season, but our alliance of VITA organizations under the United Way Bay Area may still be able to help you prepare your taxes.

Using your smartphone or computer you can easily and securely work with IRS certified tax preparers to file your taxes.

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Get Started Online

Go to GetYourRefund.org/uwba and answer a series of questions online

Upload Your Documents

Upload your tax documents right from your smartphone

See General Documents to have ready for tax services

Review and Sign

Schedule a call with a certified IRS tax preparer  through GetYourRefund to finalize and submit return

Questions?

Please review our Frequent Asked Questions

Contact Us

For further questions please contact us via:
Email: vitacoord.sfsubap@gmail.com


We would like to offer you the availability of other VITA sites in the Bay Area that may be providing tax services in a different format. You can check this website - https://uwba.org/tax-help - for the most current site locations sponsored by United Way of the Bay Area, which includes the SFSU site. 

Types of Returns Prepared

VITA will prepare the following:

Income must be below $66,000.

* Limited scope of VITA operation

Form Name Form DescriptionForm NameForm Description
W-2Wage and Tax Statement1099-S* Sale of Home
W-2GGambling Winnings1099-MISC*Self-employed Income
1099-INTInterest Income1099-C*Cancellation of Debt
1099-DIVDividends Received 1099-SA*Health Savings Accounts
1099-GState Tax Refunds 1095-A, B, or CAffordable Health Care Statements
1099-GUnemployment Benefits 1098-TEducation Credits
1099-RIRA Distributions Schedule 8812Child Tax Credit
1099R, RRB-1099, CSA-1099Pension IncomeSchedule AItemized Deductions
SSA-1099Social Security BenefitsSchedule EICEarned Income Credit
1099-BSimple Capital Gain/LossForm 1040X*Prior Year and Amended Returns

Types of Returns NOT Prepared

VITA CANNOT prepare the following:

Income above $66,000.

Married Filing Separately

Self-employed with Business Expenses greater than $10,000

Form NameForm Description
Schedule ESupplemental Income and Loss - if with rental income
Schedule CProfit or Loss from Business - if with losses
Schedule DCapital gains and losses - if complicated/advanced
SS-5Request for Social Security Number
8606 Non-deductible IRA
8615 Minor's Investment Income
SS-8Determination of worker status for purposes of federal employment taxes and income tax withholding

FAQs

Frequently Asked Questions
Questions and answers to client questions

Our physical location site on the SFSU campus is closed due to the campus-wide closure resulting from COVID-19. Due to the campus closure, we will not be operating a physical site for filing season 2021. Our student volunteer tax preparers will be working virtually. 


To get started, go to GetYourRefund.org/uwba, click “Get Started,” and let us know that you want to “Start my taxes online.” You will have to upload photos of your ID, answer some questions about your tax situation, and upload your tax documents. Then one of our tax specialists will call you on the phone to discuss your taxes, answer any questions, and complete your filing.

We can file your taxes for 2017, 2018, and 2019. We encourage you to let us know if you haven’t yet filed for these years, because this can help you claim refunds from previous years that you may have missed out on.

If you have lost or never received a tax document, the first place to try is your employer. Often your employer can quickly re-issue your tax forms to you. If that doesn’t work, you can request your tax documents from the IRS at https://www.irs.gov/individuals/get-transcript.

Yes! VITA, an IRS program that certifies tax experts at local community nonprofits like United Way and institutions like SFSU, to complete your state and federal taxes for free.

We provide free tax filing assistance to families earning less than about $66,000 a year.

All in all GetYourRefund takes 5-10 business days to complete because you work one on one with a tax preparer.

The first step is to answer questions about your tax situation in our online form and upload your tax documents, which can take 10-30 minutes. Next, you will receive a call from your tax specialist in 2-3 business days to discuss your tax situation. Your tax return will then be prepared and quality reviewed by an IRS-certified tax preparer who will call you to discuss your refund and the process for electronic signature and filing. After taxes are filed we have heard from clients that they receive a direct deposit from the IRS within a week.

Don’t worry, you’ll get a chance to talk with one of our tax specialists about your situation, and you can let them know about any changes or answers you were unsure about before they prepare your taxes.

Don’t worry, you’ll get a chance to talk with one of our tax specialists about your situation, and you can let them know about any changes or answers you were unsure about before they prepare your taxes.


We're compiling a current list of questions and answers. Please check back soon.

General Documents to have ready for tax services:
Proof of identification for yourself and/or your spouse
For J-1 or F-1 visa students, your passports
All Forms W-2 and 1099
Information for other income
Information for all deductions/credits
A copy of last year’s tax return
Social Security cards or Individual Taxpayer Identification notices/cards for you, your spouse, and/or dependents
Total paid to provider of day care and their tax ID number
Birth dates for you, spouse and or dependents on the return
Proof of foreign status if applying for ITIN
Forms 1095-A, B or C (Affordable Health Care Statements)
For prior year or returns, copies of income transcripts from IRS (and state, if applicable)


VITA and Students

Benefits of joining VITA as a volunteer while a student

  • Receive a certificate of recognition from the Internal Revenue Service (IRS) for your service
  • Gain a valuable addition to your resume and a great career builder
  • Have an opportunity to network with tax professionals
  • Receive hands-on tax experience
  • Receive free tax training and free tax handbooks
  • Learn to prepare your own tax return

"How to have a successful tax practice" presented by Kristine "Tina" Caratan, MNA, CPA, CGMA

You can download and view it HERE

Volunteer Information

Request information on how you as a student or community member can volunteer with SFSU VITA.

Volunteer recruitment is typically between October and December each year.

Required Disclosure

Mandatory posting requirements for VITA sites

Publication 4053

Your Civil Rights Are Protected
Civil Rights Disclosure

English-Chinese Version
English-Spanish Version
English-Vietnamese Version

Publication 4454

Your Civil Rights are Protected


English Version
Spanish Version

Publication 4836

VITA/TCE Free Tax Programs
Programas de Impuestos Gratuitos Ofrecidos por VITA/TCE

VITA Mission Statement

English-Spanish Version 

Civil Rights Complaints 

Taxpayers who believe they are victims of discrimination. Direct written complaints to:

Internal Revenue Service, Civil Rights Unit
1111 Constitution Avenue, NW, Room 2413
Washington, DC 20224

Send Email complaints to: edi.civil.rights.division@irs.gov 

Account Inquiries 

Taxpayers needing to pay their tax liability over time should visit the IRS site Payment Options: Pay Online, Installment Plans and More. This tool assists taxpayers in applying for a direct debit installment agreement. With a direct debit plan there is no need to write a check and mail it each month.

Taxpayers needing to request an account transcript should visit the IRS's site Get Transcripts. The transcript may be secured through IRS enhanced e-authentication process or will be mailed to the taxpayer’s address of record. Generally, transcripts are available for the current tax year and three prior years. If a taxpayer needs an account transcript for an older tax year, a wage and income transcript or a verification of non-filing letter, the taxpayer must complete and submit Form 4506-T, Request for Transcript of Tax Return. 

Refund Inquiries 

For federal refund inquiries please visit Where’s My Refund or call 1-800-829-1954.
For California refund inquiries please visit the Franchise Tax Board’s website Where’s My Refund or call (800) 852-5711. 

Identity Theft 

If you feel you have been a victim of identity theft or have question regarding your Identity Protection PIN please review the Taxpayer Guide to Identity Theft.

Contact Virtual VITA

Ways you can get a hold of us

Address:

No physical address for 2021 for in-person tax services.

Phone:

Disconnected

Address

Beta Alpha Psi -Beta Chi Chapter
Lam Family College of Business
San Francisco State University
PO Box 27131
San Francisco, California 94127