California State University, Long Beach
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Income Tax Assistance Program

Published: February 17, 2014

Accounting majors at CSULB are offering free income tax preparation for students and members of the community through the Volunteer Income Tax Assistance (VITA) program, which runs at the university through Friday, March 28.

Offering free e-filing for federal and state tax returns, VITA is a cooperative effort by the Internal Revenue Service (IRS) to provide income tax assistance to low- and moderate-income individuals, the handicapped, the elderly and limited English proficient individuals. Every year, CSULB’s student volunteers prepare hundreds of returns for individuals from both on and off campus.

Sponsored by the IRS but funded through the campus’ Beta Alpha Psi and Accounting Society, VITA helps students on campus and people from the community who cannot afford to go to paid preparers to get their taxes filed. At the same time, the program gives student volunteers valuable experience that can further help them to attain full-time employment in the accounting field.

“The Volunteer Income Tax Assistance program is a rewarding experience for our student volunteers. They learn valuable lessons outside the classroom. Students have the opportunity to interact face to face with members of the community and make a direct impact,” noted Jennifer Mae Formeloza, this year’s student VITA coordinator. “Our profession is based on ethics. It takes a lot of trust to share something so personal, and that’s why I think this program helps students further understand their responsibilities to the public.”

This year’s program has 60 volunteers who have been trained and certified by the IRS to prepare and e-file basic income tax returns and foreign student tax returns. They also are qualified to answer many tax questions or concerns people might have.

However, there are limitations to those who can use the service. VITA program volunteers do not prepare business tax returns or itemized returns. In addition, the CSULB program can only assist those who made $51,567 or less in 2013.

Those interested in having their 2013 tax returns prepared through the VITA program should bring proof of identification; Social Security cards, including spouse’s and dependents’ (or a Social Security number verification letter issued by the Social Security Administration); birth dates, including spouse’s and dependents’; current year’s tax package; wage and earnings statements (W-2, W-2G, 1099-R, from all employers); and interest and dividend statements from banks (1099 forms).

Additionally, clients also should try to bring a copy of their federal and state returns from last year, if available; bank routing numbers and account numbers for direct deposit; total paid for day-care provider and the day-care provider’s tax identifying number (the provider’s Social Security number or the provider’s business employer identification number); and, if a client paid rent for at least half of 2013 for property in California, he or she should have the rental dates and landlord’s information (name, address, phone number).

It is also important to note that when filing taxes electronically on a married filing joint tax return, both spouses must be present to sign the required forms.

The CSULB VITA program operates out of Room 237 on the second floor of CSULB’s College of Business Administration (CBA) Building off of Bellflower Boulevard. Volunteers will prepare returns from 8 a.m. to 5 p.m. Mondays through Thursdays and 9 a.m. to 3 p.m. on Fridays. (The site will be closed Feb. 14 and 17.)

Members of the community are advised to use the metered parking in Lot 15, adjacent to the CBA Building. The cost is $2 per hour.

Walk-ins are welcome. For more information, contact Formeloza or visit the Beta Alpha Psi website.

–Rick Gloady