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
Required forms
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
1098-E)
Additional
information:
o
A copy of last year’s Federal and
§ 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.
·
An individual temporarily present in the
·
A teacher
or trainee temporarily present in the
·
A student
temporarily present in the
·
A professional athlete temporarily in the United States to compete in
a charitable sports event.