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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
- Bring Social Security cards and picture IDs of
themselves
- Tax booklets received in the mail
- Copy of previous year's return
- Should both be present in the case of Joint filers
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