Free tax prep service for low income/elders in San Jose, CA area

By Skip Frenzel

Education & Training with Agape Long Term Care/Agape Real Estate 590513

January 14, 2009 07:03 AM

Introduction: Tax Help For Low Income, Disabled, Elderly or Limited English Speaking Persons Provided by Volunteer Income Tax Assistance (V.I.T.A.)

· To qualify for free VITA tax help, your 2007 income must be less than $42,000 for an individual.

· No appointments necessary -- unless stated. Customers will be served on a first come, first served basis.

· Volunteers are trained to prepare only basic 2007 Forms 1040EZ, 1040A or 1040 with Sch. A, B and California State Income Tax Returns only!

· Federal and State returns will be prepared at all sites. V.I.T.A. sites will NOT prepare State-only returns.

• You must bring the following income tax information:

Photo identification for the taxpayer
Wage and earning statement(s) Form W-2, W-2G, 1099-R, from all employers
Social Security Cards for any person on the tax return
Birth dates for any person on the tax return
Interest and dividend statements from banks (Forms 1099)
Bank routing numbers and account numbers for Direct Deposit
Other relevant information about income and expenses
Total amount paid for day care
Day care provider's identifying number
Current year's tax booklets received in the mail
A copy of last year's Federal and State returns if available
NOTE: To e-file taxes on a married joint tax return, both spouses must be present