FREE INCOME TAX PREPARATION

Overview

The Volunteer Income Tax Assistance (VITA) program offers free tax preparation to households with incomes of $54,000 or less. Families in Los Angeles and Ventura counties can take advantage of this free service at one of several Free Income Tax Preparation and Family Resource Fair events or at a Board of Equalization office or other location. Trained volunteers from the BOE, Franchise Tax Board, and university and community college accounting programs provide assistance. In addition to thousands of dollars in Federal Earned Income Tax Credits (EITC), some will qualify for the State EITC as well.

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Schedule

Free Income Tax Preparation and Family Resource Fair

Events (dates and times subject to change)

Logo for CSUDH

Saturday, February 11, 2017
California State University, Dominguez Hills
Welch Hall
1000 East Victoria Street
Carson, CA 90747
10:00 a.m. – 2:00 p.m.
Register online or by calling
1-866-910-9559

Logo for CSUN

Saturday, February 18, 2017
California State University, Northridge
David Nazarian College of Business and Economics
18111 Nordhoff Street
Northridge, CA 91330
10:00 a.m. – 2:00 p.m.
Register online or by calling
1-866-910-9559

Logo for CSULA

Saturday, February 18, 2017
California State University, Los Angeles
Salazar Hall
5151 State University Drive
Los Angeles, CA 90032
10:00 a.m. – 2:00 p.m.
Register by calling
1-323-343-5256

Logo for UCLA

Saturday, February 25, 2017
University of California, Los Angeles
Covel Commons Grand Horizon Ballroom
200 De Neve Drive,
Los Angeles, CA 90095
10:00 a.m. – 2:00 p.m.
Register online or by calling
1-866-910-9559

Logo for Cal Poly Pomona

Saturday, March 4, 2017
California State Polytechnic University, Pomona
College of Business Administration, Building 163
3801 West Temple Avenue
Pomona, CA 91768
10:00 a.m. – 2:00 p.m.
Register online or by calling
1-866-910-9559

Logo for LA Public Library

Saturday, March 4, 2017
Los Angeles Public Library
630 West 5th Street
Los Angeles, CA 90071
11:00 a.m. – 2:00 p.m.
Register online or by calling
1-866-910-9559

Logo for Rio Hondo College

Friday, March 10, 2017
Rio Hondo College
Administration of Justice Building, AJ203
3600 Workman Mill Road
Whittier, CA 90601
9:30 a.m. – 2:00 p.m.
Register by calling
1-562-463-7359

Logo for CSULB

Saturday, March 18, 2017
California State University, Long Beach
College of Business Administration
1250 Bellflower Boulevard
Long Beach, CA 90840
10:00 a.m. – 2:00 p.m.
Register online or by calling
1-866-910-9559

Logo for West LA College

Saturday, March 18, 2017
West Los Angeles College
Career Education Building
9000 Overland Avenue
Culver City, CA 90230
10:00 a.m. – 2:00 p.m.
Register online or by calling
1-866-910-9559

Logo for Bonita High School

Friday, March 24, 2017
Bonita High School
3102 D Street, Room 906
La Verne, CA 91750
10:30 a.m. – 12:30 p.m.
Register online or by calling
1-866-910-9559

Logo for Long Beach Poly High School

Saturday, March 25, 2017
Long Beach Polytechnic High School
1600 Atlantic Avenue, Room 901
Long Beach, CA 90813
10:00 a.m. – 2:00 p.m.
Register online or by calling
1-866-910-9559

Logo for South Bay Workforce Investment Board

Saturday, March 25, 2017
South Bay One Stop and Career Center
110 South La Brea Avenue, 3rd Floor
Inglewood, CA 90301
10:00 a.m. – 2:00 p.m.
Register online or by calling
1-866-910-9559

Logo for Cerritos College

Saturday, April 1, 2017
Cerritos College
Business Education Building
11110 Alondra Boulevard
Norwalk, CA 90650
10:00 a.m. – 2:00 p.m.
Register online or by calling
1-866-910-9559


BOE District Office Free Tax Assistance Schedule

Every Monday
February 6 – April 10, 2017
BOE West Covina District Office
1521 West Cameron Avenue, Suite 300
West Covina, CA 91790
9:00 a.m. – 4:00 p.m.
626-480-7200

Monday, February 6, 2017
Monday, February 13, 2017
Monday, February 27, 2017
Monday, March 6, 2017
Monday, March 13, 2017
Monday, March 20, 2017
Monday, March 27, 2017
Monday, April 3, 2017
Monday, April 10, 2017

Every Tuesday
February 7 – April 11, 2017
BOE Culver City District Office
5901 Green Valley Circle, Suite 200
Culver City, CA 90230
9:00 a.m. – 4:00 p.m.
310-342-1000

Tuesday, February 7, 2017
Tuesday, February 14, 2017
Tuesday, February 21, 2017
Tuesday, February 28, 2017
Tuesday, March 7, 2017
Tuesday, March 14, 2017
Tuesday, March 21, 2017
Tuesday, March 28, 2017
Tuesday, April 4, 2017
Tuesday, April 11, 2017

Every Wednesday
February 8 – April 12, 2017
BOE Norwalk District Office
12440 East Imperial Highway, Suite 200
Norwalk, CA 90650
9:00 a.m. – 4:00 p.m.
562-466-1694

Wednesday, February 8, 2017
Wednesday, February 15, 2017
Wednesday, February 22, 2017
Wednesday, March 1, 2017
Wednesday, March 8, 2017
Wednesday, March 15, 2017
Wednesday, March 22, 2017
Wednesday, March 29, 2017
Wednesday, April 5, 2017
Wednesday, April 12, 2017

Every Friday
February 10 – April 17, 2017
BOE Glendale District Office
505 North Brand Boulevard, Suite 700
Glendale, CA 91203
9:00 a.m. – 4:00 p.m.
818-543-4900

Friday, February 10, 2017
Friday, February 17, 2017
Friday, February 24, 2017
Friday, March 3, 2017
Friday, March 10, 2017
Friday, March 17, 2017
Friday, March 24, 2017
Friday, April 7, 2017
Friday, April 14, 2017

For Additional VITA Sites,
Please Click Here

What to Bring

Bring these items for tax preparation:

  • Proof of identification (photo ID)
  • Social Security cards for you, your spouse and dependents 
  • An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse and your dependents if you do not have a Social Security number
  • Proof of foreign status, if applying for an ITIN
  • Birth dates for you, your spouse and dependents on the tax return
  • Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers
  • Interest and dividend statements from banks (Forms 1099)
  • All Forms 1095, Health Insurance Statements
  • Health Insurance Exemption Certificate, if received
  • A copy of last year's federal and state returns, if available
  • Proof of bank account routing and account numbers for direct deposit such as a blank check
  • To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms
  • Total paid for daycare provider and the daycare provider's tax identifying number such as their Social Security number or business Employer Identification Number
  • Forms 1095-A, B or C, Affordable Health Care Statements
  • Copies of income transcripts from IRS and state, if applicable

Calculator with the words Calculate Your Earned Income Tax Credit

Tax Credits

calculator

Earned Income Tax Credit (EITC) Rules (State EITC Flyer)

  • Must have a valid social security number issued by the Social Security Administration
  • Filing status cannot be “married filing separately”
  • Must be a U.S. citizen or resident alien for all of 2016
  • Cannot file form 2555 or Form 2555-EZ
  • Investment income must be less than $3,400 for 2016
  • Must have earned income
paperwork with pen

Does Your Child Qualify?

  • Child must meet relationship, age, and residency requirements
  • Taxpayer cannot be a qualifying child of another person
  • Qualifying child must have a valid social security number
envelope with letter

EITC Rules with No Qualifying Children

  • Taxpayer must be at between 25-64 years old
  • The taxpayer (or spouse if filing a joint return) cannot be the dependent of another person
  • Taxpayer cannot be a qualifying child of another person
  • Taxpayer must have lived in the U.S. for more than half of 2016
Number of Qualifying Children California Maximum Income Cal EITC (up to) IRS EITC (up to)
None $6,717 $217 $506
1 $10,087 $1,452 $3,373
2 $14,161 $2,406 $5,572
3 or More $14,161 $2,706 $6,269

For more information on Federal EITC, visit the Internal Revenue Service's EITC website

For more information on State EITC, visit the CalEITC4me website

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Other Tax Credits

Volunteers

For BOE Employees

For Student Volunteers

Volunteer for BOE's VITA program here to register and pass the following exams:

  • Volunteer Standards of Conduct
  • Advanced Exam

Email EAD-VitaVolunteer@boe.ca.gov to get involved with BOE VITA events.