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VITA Volunteers

bulletPrepare Federal Forms 1040EZ, 1040A, 1040 with Schedules A and B
bulletCalifornia State tax forms 540-EZ and 540-A
bulletRefer taxpayers with complicated returns or questions to an IRS publication, the IRS, or private processionals for assistance
bulletOffer their services FREE of charge
bulletDecline offers of payment

VITA Volunteers DO NOT

bulletPrepare complicated returns
bulletPrepare business returns
bulletDistribute Tax Forms
bulletAnswer technical questions for which they have not been trained
bulletRefer taxpayer to any one particular practitioner or firm
bulletAccept pay or compensation for providing tax assistance or preparing tax returns.

Taxpayers should

bulletBring all W-2 forms, 1099s, Social Security cards for dependents
bullet2002 booklets received in the mail
bulletCopy of your 2001 (previous year's) return
bulletShould both be present in the case of Joint filers

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Information on this site is obtained from sources considered reliable, but is not guaranteed to be accurate.  The purpose is to inform only; for advice and decisions, please refer to the official IRS website http://www.irs.gov. Questions or problems regarding this web site should be directed to webmaster@vita-irs.org
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Last modified: 04/24/03.