Since 2007, the Buddhist Tzu Chi Foundation has been assisting eligible taxpayers across the United States file their annual income tax through the Volunteer Income Tax Assistance (VITA) program.
How to receive help:
- Please call 510-740-5857 for registration. Appointment needed.
- Please ensure you satisfy the following requirements for eligibility:
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- Total household income less than $64.000 USD
- Less than 5 stock transactions in 2023
- No rental income
- No 1040 NR (Nonresident Alien)
- No 1099-MISC claiming expenses
- No separate filing for married couples
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- Please be prepared with the following required documents for your appointment:
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- Photo ID for you, spouse and/or dependent(s)
- Social Security card or ITIN card for all family members
- All forms of W-2, 1099, and other income
- All forms and documentation for deductions, such as 1098 (Mortgage Interest), 1098T (Tuition Statement) and expenses, child care expenses and provider’s Tax ID number
- Last year’s tax return
- Copy of voided check
- Health Insurance Card and/or 1095 form
- Identity Protection Pin # (if you have)
- Photo ID for you, spouse and/or dependent(s)
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For any other questions, please call 510-740-5857 or email.
