VITA at SFSU
Volunteer Income Tax Assistance at
San Francisco State University
Volunteer Income Tax Assistance at
San Francisco State University
Beta Alpha Psi and SFSU VITA will be open starting in January for the 2024 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.
Please review our Frequently Asked Questions below.
For further questions, please email the SFSU VITA site coordinator at vitacoord.sfsubap@gmail.com or call (415) 338-1079 during our operation hours (see above).
All of our appointments have been booked and we are no longer accepting new clients.
SFSU VITA is no longer accepting new clients for the 2023 filing seasons.
Income must be below $70,000.
* Limited scope of VITA operation
| Form Name | Form Description | Form Name | Form Description |
|---|---|---|---|
| W-2 | Wage and Tax Statement | 1099-S* | Sale of Home |
| W-2G | Gambling Winnings | 1099-MISC* | Self-employed Income |
| 1099-INT | Interest Income | 1099-C* | Cancellation of Debt |
| 1099-DIV | Dividends Received | 1099-SA* | Health Savings Accounts |
| 1099-G | State Tax Refunds | 1095-A, B, or C | Affordable Health Care Statements |
| 1099-G | Unemployment Benefits | 1098-T | Education Credits |
| 1099-R | IRA Distributions | Schedule 8812 | Child Tax Credit |
| 1099R, RRB-1099, CSA-1099 | Pension Income | Schedule A | Itemized Deductions |
| SSA-1099 | Social Security Benefits | Schedule EIC | Earned Income Credit |
| 1099-B | Simple Capital Gain/Loss | Form 1040X* | Prior Year and Amended Returns |
Income above $70,000.
Married Filing Separately
Self-employed with Business Expenses greater than $10,000
| Form Name | Form Description |
|---|---|
| Schedule E | Supplemental Income and Loss - if with rental income |
| Schedule C | Profit or Loss from Business - if with losses |
| Schedule D | Capital gains and losses - if complicated/advanced |
| SS-5 | Request for Social Security Number |
| 8606 | Non-deductible IRA |
| 8615 | Minor's Investment Income |
| SS-8 | Determination of worker status for purposes of federal employment taxes and income tax withholding |
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.
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.
The Taxpayer Bill of Rights
Your Rights as a Taxpayer
English Version
Chinese (Simplified) Version
Chinese (Traditional) Version
Spanish Version
Vietnamese Version
Your Civil Rights Are Protected
Civil Rights Disclosure
English-Chinese Version
English-Spanish Version
English-Vietnamese Version
Your Civil Rights are Protected
English Version
Spanish Version
VITA/TCE Free Tax Programs
Programas de Impuestos Gratuitos Ofrecidos por VITA/TCE
VITA Mission Statement
English-Spanish Version
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
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.
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.
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.
Creative Arts Building, Room 116, SFSU
1600 Holloway Avenue, San Francisco, CA 94132
(415) 338-1079
Please only call during VITA operation hours (see above).
vitacoord.sfsubap@gmail.com
Min Chen, Ph.D. (mchen11@sfsu.edu)
Lena Yang, S.J.D. (inaeyang@sfsu.edu)
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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