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 provider’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
o To be eligible for CA Rent Credit, bring your Land Lord’s name, address & phone number
o Other income/expense information (e.g. Tuition Credit: Bring Form 1098-T, Student Loan Interest: Bring Form
A copy of last year’s Federal and
§ A copy of IRS Notice 1378, Economic Stimulus Payment Notice
1) Are you a US citizen?
Do not respond to the following questions
NO! -Please go to question #2
2) Are you a Permanent (Green Card) Resident of US?
-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?
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?
NO! -For tax purposes, you are a Non-Resident Alien.
An individual temporarily present in the
or trainee temporarily present in the
temporarily present in the
· A professional athlete temporarily in the United States to compete in a charitable sports event.