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VITA Program Offers Tax Return Help To Students, Community

Published: March 17, 2014

Accounting majors at CSULB are offering free income tax preparation for students and members of the community through the Volunteer Income Tax Assistance (VITA) program, which runs through Friday, March 29, at the university.

Offering free e-filing for federal and state tax returns, VITA is a cooperative effort by the Internal Revenue Service (IRS) to provide income tax assistance to low- and moderate-income individuals, the handicapped, the elderly and limited-English-proficient individuals. Every year CSULB’s student volunteers prepare hundreds of returns for individuals both on and off campus.

Sponsored by the IRS but funded through the campus’ Beta Alpha Psi and Accounting Society, VITA helps students on campus and people from the community who cannot afford to go to paid preparers to get their taxes filed. At the same time, the program gives student volunteers valuable experience that can further help them to attain full-time employment in the accounting field.

“VITA is Beta Alpha Psi’s and the Accounting Society’s way of giving back to the community. The program provides free services to everyone who qualifies and it also provides opportunities for technical advancement to our student volunteers,” said Paula Alba, this year’s student VITA coordinator. “What’s unique about our campus is that we also provide assistance to non-residents; our campus is the only Cal State campus around the area that provides this service.”

This year’s program has about 54 volunteers who have been trained and certified by the IRS to prepare and e-file basic income tax returns and foreign student tax returns. They are also qualified to answer many tax questions or concerns that those coming in for assistance may have.

There are limitations to those who can use the service, however. VITA program volunteers do not prepare business tax returns and they do not do itemized returns. In addition, the CSULB program can only assist those who made $51,000 or less in 2012.

Those interested in having their 2012 tax returns prepared through the VITA program should bring proof of identification; Social Security cards, including spouse’s and dependents’ (or a Social Security number verification letter issued by the Social Security Administration); birth dates, including spouse’s and dependents’; current year’s tax package; wage and earnings statements (W-2, W-2G, 1099-R, from all employers); and interest and dividend statements from banks (1099 forms).

Additionally, clients also should try to bring a copy of their federal and state returns from last year, if available; bank routing numbers and account numbers for direct deposit; total paid for day-care provider and the day-care provider’s Social Security number or business employer identification number; and, if a client paid rent for at least half of 2012 for property in California, he or she should have the rental dates and landlord’s information (name, address, phone number).

It is also important to note that when filing taxes electronically on a married filing joint tax return, both spouses must be present to sign the required forms.

The CSULB VITA program operates out of Room 237 on the second floor of CSULB’s College of Business Administration (CBA) Building off of Bellflower Boulevard. Volunteers will prepare returns from 8 a.m. to 6 p.m. Mondays through Thursdays and 9 a.m. to 4 p.m. on Fridays.

Members of the community are advised to use the metered parking in Lot 15, adjacent to the CBA Building. The cost is $2 per hour.

Walk-ins are welcome. For more information, contact Alba via e-mail or by phone at 562/985-5752. Additional information can also be found on the Beta Alpha Psi website.

–Rick Gloady