Tax season is once again upon us. Community members, students, staff and faculty can get free income tax services at California State University, Bakersfield (CSUB). The services are offered through the School of Business and Public Administration (BPA) in the Business Development Center Room A 218 from 10 a.m. to 2 p.m., every Saturday starting Saturday, Feb. 1 and ending on March 28.
These services are offered to all with W-2 income by appointment only, and can be scheduled by calling (661) 654-3098. Accounting student volunteers, who are fully trained and have passed certification tests by the IRS, will be assisting.
“I am very proud of our students’ excellent and dedicated services. We provide free tax preparation services not only to low-income families, but also students, staff and faculty,” said Dr. Benjamin Bae, director and site coordinator of the CSUB Volunteer Income Tax Assistance (VITA) program. “Without this free service, many low-income families would not have their taxes done due to the upfront expense of hiring an accountant.”
For additional information, please contact Dr. Benjamin Bae at (661) 654-2140 or bbae@csub.edu.
What to bring to VITA:
- Proof of identification (photo ID);
- Social Security cards for you, your spouse and dependents;
- An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse and your dependents if you do not have a Social Security number;
- Birth dates for you, your spouse and dependents on the tax return;
- Wage and earning statements (Form W-2, W-2G, 1099-R,1099- Misc) from all employers;
- Interest and dividend statements from banks (Forms 1099);
- Health Insurance Exemption Certificate, if received;
- A copy of last year’s federal and state returns, if available;
- Proof of bank account routing and account numbers for direct deposit such as a blank check
- To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms;
- Total paid for daycare provider and the daycare provider's tax identifying number such as their Social Security number or business Employer Identification Number;
- Forms 1095-A, B and C, Health Coverage Statements; and
- Copies of income transcripts from IRS and state, if applicable.
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