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VITA at SFSU

Volunteer Income Tax Assistance at
San Francisco State University

SFSU VITA IS NOW OPEN!

VITA Options

Volunteer Income Tax Assistance Options


SFSU VITA is fully open in person in the spring semester
Starting from January 31st to April 15th*

SFSU VITA address:
Creative Arts Room #116
1600 Holloway Avenue, San Francisco State University, CA 94132

Office Hours:
Tuesday - Friday: 12:30 pm - 6:30 pm
Saturday: 9:30 am - 3:30 pm

*VITA will be closed during Spring Break from Monday, March 20, 2023 - Saturday, March 25, 2023

Beta Alpha Psi and SFSU VITA will be open starting on January 31 for the 2023 filing season, but our alliance of VITA organizations under the United Way Bay Area may also be able to help you prepare your taxes.

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 Visit https://uwba.org/freetaxhelp/ for the most current site locations sponsored by United Way of the Bay Area, including the SFSU site.


Questions?

Please review our Frequently Asked Questions

Contact Us

For further questions please contact us via:
Email: vitacoord.sfsubap@gmail.com
Phone:
(415) 338-1079
Please call during VITA operation hours (see above).



Appointment

To schedule an appointment:
1. You can book your appointment through this site: https://go.oncehub.com/SFSU. Indicate your preferred language in the notes section.
2. Create an account and upload all your tax documents to GetYourRefund http://getyourrefund.org/sfsu

Walk-In

To Walk-in:
1. Create an account and upload all your tax documents to GetYourRefund http://getyourrefund.org/sfsu
2. Bring your tax documents to our address. We are in Creative Arts Building Room 116 in San Francisco State University.
3. Please arrive by 5 pm. We cannot accept walk-in clients after this time.

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Types of Returns Prepared

VITA will prepare the following:

Income must be below $70,000.

* 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 $70,000.

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

Yes, our site will be open back in person on January 31, 2023 in Room 116, Creative Arts building, SFSU.

We accept walk-ins and appointments through https://go.oncehub.com/SFSU, and it's first come first served. Please refer the document list below and bring your ID, SSN and all of the income-related documents.

We can file your taxes for 2020, 2021, and 2022. 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 within our service scope to families earning less than about $70,000 a year. Please refer to types of returns not prepared above.

Each appointment will last 1 – 1.5 hours.

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.

Try to create an account at GetYourRefund and bring your documents to our site. We can help you with uploading documents using your phone.


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)

CLICK TO DOWNLOAD YOUR FREE TAX HELP GUIDE   |   點擊下載您的免費稅務幫助指南

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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

Volunteer Information

Request information though emailing to vitacoord.sfsubap@gmail.com 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 Disclosures

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 VITA

Ways you can get a hold of us

Address

Creative Arts Building, Room 116, SFSU
1600 Holloway Avenue, San Francisco, CA 94132

Phone

(415) 338-1079
Please call during VITA operation hours (see above).

E-mail

vitacoord.sfsubap@gmail.com

VITA Faculty Advisors

Min Chen, Ph.D. (mchen11@sfsu.edu)
Lena Yang, S.J.D. (inaeyang@sfsu.edu)

Address

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

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