Check List for Greeter:

CSULA VITA SITE

Items taxpayers need to bring to CSULA VITA Site to have their tax returns prepared:

o Photo Identification: Driver License or CA Photo ID or Passport

o Social Security Cards for taxpayer, their spouse and dependents, if applicable

o Birth Dates for primary, secondary and dependents on the tax return

o Wage and Earning Statement(s): Form W-2, W-2G, 1099-R, from all employers

o Interest and “Dividend statements (Form 1099)

o Blank “voided” check for Bank Routing and Account Numbers for Direct Deposit of refund

o Total amount paid for Day Care per child and Day Care providerÂ’s name, address, phone number, and EIN

o To file taxes electronically on a married filing joint tax return, both spouses must be present to sign the

     Required forms

o To be eligible for CA Rent Credit, bring your Land LordÂ’s name, address & phone number

o Other income/expense information (e.g. Tuition Credit: Bring Form 1098-T, Student Loan Interest: Bring Form

     1098-E)

     Additional information:

o A copy of last yearÂ’s Federal and California returns

§  A copy of IRS Notice 1378, Economic Stimulus Payment Notice

 

Citizenship/Residency Checklist

1) Are you a US citizen?    

YES!    -Stop! Do not respond to the following questions
            NO!    -Please go to question #2 

 

2) Are you a Permanent (Green Card) Resident of US?

                    YES!    -Stop! Do not respond to the following questions
                      NO!    -Please go to question #3 

3) Are you an Undocumented Alien with an ITIN or SSN?

YES!    -Stop! Do not respond to the following question
            NO!   -Please go to question #4  

4) Are you under ‘H’ visa and been in US for more than 183 days?

YES!    -Stop!
            NO!    -For tax purposes, you are a Non-Resident Alien.


   

Non-resident Status

·    An individual temporarily present in the United States as a foreign government-related individual.

·    A teacher or trainee temporarily present in the United States under a “J” or “Q” visa, who substantially complies with the requirements of the visa.

·    A student temporarily present in the United States under an “F,” “J,” “M,” or “Q” visa, who substantially complies with the requirements of the visa.

·                     A professional athlete temporarily in the United States to compete in a charitable sports event.