Learn about Volunteer Income Tax Assistance and find a VITA site in San Jose or the East Bay, California.

2. What is VITA?
0 Volunteer Income Tax
Assistance (VITA) is an
IRS sponsored program
that trains volunteers to
prepare basic tax
returns,
free of charge.

3. Who can benefit from VITA?
0 Most working individuals and/or families who earn incomes
less than $54,000 are eligible to receive free tax preparation
assistance through VITA.
0 Paying to have your taxes prepared can cost $100 to $300.
0 *Some Restrictions Apply

4. Other Benefits
0 Taxpayers eligible to
participate in the VITA
program may also
qualify for the Earned
Income Tax and Child
Tax credits.
0 These credits can put an
additional amount up to
$5,000 into the hands of
qualifying families.

5. Volunteers
0 Our Volunteers are all
trained in tax law and have
each passed the IRS
certification exam
0 Every one of them is
committed to helping the
community and saving
people money

6. Who MUST File?
Whether or not you need to file a return depends on your filing
status, your age, and your gross income. If your gross income
is less than the amount shown below, you're off the hook! You
are not required to file a tax return with the IRS.

7. Who should file?
0 But even if you're not required to file, here are 3 good
reasons why you may want to file anyway:
To get a refund for any taxes withheld
from your 2015 wages.
1.
To take advantage of the Earned Income Credit2.
To take advantage of any other refundable
credits that you may qualify for3.

8. New Health Care Law (ACA)
0 Beginning 2015 every
taxpayer will need to have
either
1. Proof of health insurance
for themselves, spouse and
dependents
2. An Exemption
3. Or Make a Shared
Responsibility Payment

9. 0 Real time
Appointments
(In person tax assistance)
0 Drop off
Appointments
(Drop off your materials and pick up your
return when it is ready)
How to Get Tax Assistance

10. What to bring?
0 1. Photo ID
0 2. Social Security Card/
ITIN
0 3. Dates of birth for
everyone on the tax
return
0 4. Last years tax return
0 5. Examples of income
documentation for 2015
0 W-2, 1099, social security, etc.
0 6. Any other tax forms
you received
0 7. Voided Check for
direct deposit
0 8. Childcare Provider
Info
0 9. Landlord information
0 10. List of eligible
business expenses
0 11. Proof of Health
insurance

11. Receive Tax Assistance in
San Jose
• Make an appointment with
AnewAmerica’s San Jose Office
• Phone: (408) 326-2669
• Drop-off & in-person
appointments available
• For a full list of locations
and availability, please
visit:
www.bit.ly/anaVITA16
Receive Tax Assistance in
the East Bay
• Visit
www.earnitkeepitsaveit.org/fi
nd-tax-help-now/
• Call 211
• Or check out
www.bit.ly/anaVITA16 for
listings
• And find a VITA site near you!
Where to Go to Get Tax Help?

12. THANK YOU!