VITA at SFSU BAP

Volunteer Income Tax Assistance at San Francisco State University Beta Alpha Psi

2024 VITA at SFSU:
Starting from January 30th to April 12th

During the tax season, VITA at SFSU Beta Alpha Psi provides free income tax preparation to low-income, students (including international students on F or J visas), elderly, disabled, and limited English proficient individuals

VITA Program at SFSU Beta Alpha Psi (BAP)

VITA is an I.R.S. program and the VITA site at SFSU is part of the student organization Beta Alpha Psi. This VITA program is sponsored by Lam Family College of Business (LFCoB), Beta Alpha Psi (BAP), and the United Way of Bay Area (UWBA).

[Become an IRS-Certified Volunteer]: VITA Volunteer Application is currently closed and will be reopened in early September.

SFSU BAP/VITA Recognition

VITA Training + 10 Years Appreciation of VITA Instructor Torie

2024 VITA Tuesday, January 30- Friday, April 12

All service are by appointment only

[In-Person VITA] AGI (Adjusted Gross Income) Limit $70,000 per year & IRS-certified volunteers provide in-person tax filing

[DIY VITA] AGI (Adjusted Gross Income) Limit $79,000 per year & Do your taxes on-site with assistance

Make an appointment at https://go.oncehub.com/SFState

(copy the URL and paste)

Please provide 24-hour advance notice for cancellations or rescheduling requests

VITA Location: Creative Arts #116 (next to library), SFSU

Before You Visit

Please arrive 10 minutes early and bring the required documents to complete the intake form. To prepare a tax return, please bring the following documentation:

For married filing joint, both spouses must be present
Government issued photo identification for you and your spouse (if married)
Social Security cards or Individual Taxpayer Identification Number documents for you, your spouse, and/or dependents
Birth dates for you, spouse, and/or dependents
All forms of income (W2s, 1099s, self-employment work, etc.)
Other tax forms (1098s, 1095s, etc.)
Information for all deductions (including charitable contributions)/credits
Total paid to day care provider and their tax ID number
Bank account and routing number for direct deposit refund
Last year’s tax return is helpful, but not required

Tax Filing Options

Traditional In-Person Service (In-Person VITA) - Meet face to face with an IRS certified volunteer. Following a brief interview, the volunteer inputs your information into an IRS authorized tax software program. The returns will be reviewed by an IRS Certified Quality Reviewer.
Do-It-Your Self Service (DIY VITA/Facilitated Self Assistance) - The IRS offers a Facilitated Self Assistance (FSA) program. Under FSA, taxpayers prepare their own returns using an online interview-based software, while IRS-certified volunteers stand ready to assist with tax questions.

VITA Scope of Services:

Refer to the IRS Publication 4012 for more information: https://www.irs.gov/pub/irs-pdf/p4012.pdf

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

Get Free Tax Help

Free Tax Bay Area: https://uwba.org/freetaxhelp/
State of California: https://www.ftb.ca.gov/help/free-tax-help/VITA_Locator/
IRS: https://irs.treasury.gov/freetaxprep/

Benefits of VITA Volunteers

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

Contact Us

Address:

Creative Arts #116 (next to the Library), San Francisco State University

Phone:

(415) 338-1079 (only available during VITA operation hours)

E-mail:

vitacoord.sfsubap@gmail.com

VITA Faculty Advisor

Professor Lena Yang