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FREE Tax Preparation VITA (San Jose, CA)

Due to COVID19, we provide virtual services through  phone and on-line. Also, we take drop-off tax documents (only Xerox copies please) 

Every Friday between 12 PM ~ 2 PM

Please call  408-457-6963  or  email : [email protected] to register a service.

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:

  1. Please call 408-457-6963 for registration.
  2. Please ensure you satisfy the following requirements for eligibility:
      • Total household income less than $58,000
      • Less than 5 stock transactions in 2021
      • No rental income
      • No 1040 NR (Nonresident Alien)
      • No 1099-MISC claiming expenses
      • No separate filing for married couples
  3. Please be prepared with the following required documents for your appointment:
      • Completed F13614 and signed Consent Form F15080  
      • 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 
      • Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers 
      • For Self-employment, please provide a detail Profit and Expenses Report (includes expenses categories) 
      • Interest and dividend statements from banks (Forms 1099) 
      • 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 
      • 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 and C, Or, any Health Coverage Statements 
      • Letters of EIP, Child Tax Credit Advantage if applicable 
      •  Letter 6475 EIP 
      •  Letter 6149 Child Tax Credit Advantage

For any other questions, please call 408-457-6963 or email.

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