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.