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VITA Volunteers
 | Prepare Federal Forms 1040EZ, 1040A, 1040 with
Schedules A and B |
| California State tax forms
540-EZ and 540-A |
| Refer taxpayers with complicated returns or
questions to an IRS publication, the IRS, or private
processionals for assistance |
| Offer their services FREE of charge |
| Decline offers of payment |
VITA Volunteers DO NOT
| Prepare complicated returns |
| Prepare business returns |
| Distribute Tax Forms |
| Answer technical questions for which they have not
been trained |
| Refer taxpayer to any one particular practitioner
or firm |
| Accept pay or compensation for providing tax
assistance or preparing tax returns. |
Taxpayers should
| Bring all W-2 forms, 1099s, Social Security cards
for dependents |
| 2003 booklets received in the mail |
| Copy of 2002 (previous year's) return |
| Should both be present in the case of Joint filers |
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