VITA
Volunteer Income Tax Assistance
Original Documents
Required
All tax documents must be original and presented in person. This is a requirement for the VITA program.
NO COPIESQualification
Criteria
If your 2025 earnings were less than $67K with no business losses or rental income, you're eligible. Let's get started on a brighter financial path!
VITA Flyer Volunteer With UsDownload
Form
Get a head start by downloading and filling out the 13614-C INTAKE form. Bring the completed form in person.
English Form Formulario en EspañolVITA Tax Prep Locations
Ysmael Villegas Community Center
WALK-IN ONLY
Hours: 9:00am - 1:00pm | 3:00pm – 7:00pm
Lake Elsinore Senior Center
APPOINTMENT ONLY
CALL 951-674-2526
Hours: 10:00am – 3:00pm
Document Requirements
IDENTIFICATION
NO COPIES
- Driver's License/State ID Card
- Military ID
- Social Security Cards for you, your spouse, and ALL dependents
EARNED
INCOME
- W-2 Form(s)
- 1099 Form(s)
- Self-Employment Income
- 1099-G Unemployment Income
HEALTHCARE INSURANCE EXPENSES
- 1095-A, 1095-B, or 1095-C Forms
- 3895 California Health Insurance Marketplace Statement
- Out of Pocket Medical Expenses
- Exemption Notification
EDUCATION EXPENSES
- 1098-T Forms
- Receipts for books
- Student Account Statement
IF YOU PURCHASED OR OWN A HOME
- 1098 Form
- HUD-1 Form
- Property Taxes (If you own)
CHILDCARE EXPENSES
- Proof of Childcare Expense
MISCELLANEOUS
- Charitable Contributions
- Vehicle Registration
- Work Related Expenses
- *IP PIN Letter CP01A
6-digit Pin
(Identity Protection PIN)
REMINDER:
- Bring last year's tax documents
- For Direct Deposit you must bring a Direct Deposit Form from your bank or VOIDED Check