Volunteer Income Tax Assistance (VITA)

The Volunteer Income Tax Assistance (VITA) program provides free income tax preparation to individuals and families with household incomes of generally up to $54,000. VITA volunteers are trained and certified by the Internal Revenue Service (IRS) and are available to assist at locations throughout California.

Eligible individuals may qualify for as much as $6,242 from the Earned Income Tax Credit and up to $2,653 with the new California Earned Income Tax Credit.

Tax Credits

Earned Income Tax Credit (EITC) Rules (State EITC Flyer)

  • Must have a valid social security number issued by the Social Security Administration
  • Filing status cannot be "married filing separately"
  • Must be a U.S. citizen or resident alien for all of 2015
  • Cannot file form 2555 or Form 2555-EZ
  • Investment income must be less than $3,400 for 2015
  • Must have earned income

Does Your Child Qualify?

  • Child must meet relationship, age, and residency requirements
  • Taxpayer cannot be a qualifying child of another person
  • Qualifying child must have a valid social security number

EITC Rules with No Qualifying Children

  • Taxpayer must be at between 25-64 years old
  • The taxpayer (or spouse if filing a joint return) cannot be the dependent of another person
  • Taxpayer cannot be a qualifying child of another person
  • Taxpayer must have lived in the U.S. for more than half of 2015

FEDERAL EITC

Maximum Household AGI (Federal EITC) Qualifying Children Federal EITC Amount
$47,747 ($53,267 married filing jointly) Three or More $6,242
$47,747 ($53,267 married filing jointly) Two $5,548
$39,131 ($44,651 married filing jointly) One $3,359
$14,820 ($20,330 married filing jointly) None $503

STATE EITC

Maximum Household AGI (State EITC) Qualifying Children State EITC Amount
$13,870 Three or More $2,653
$13,870 Two $2,358
$9,880 One $1,428
$6,580 None $214

What to bring for tax preparation?

  • Picture Identification
  • Copy of your 2014 income tax return
  • Social Security Card or Individual Taxpayer Identification Number (ITIN) Letter for each person listed on the return
  • W-2s, 1099s, and all other tax-related documents for 2015
  • Form 1095-A, B, or C, Health Insurance Coverage Statement
  • All 1098 E&T forms for educational expenses
  • Childcare provider name, address, phone number and Tax ID Number
  • Voided check if using direct deposit for refund
  • For joint returns, both spouses must be present to sign the required forms

The VITA program helps low-to-moderate income families and individuals collectively bring home millions of dollars, enormously benefiting communities throughout California.

To get more information about VITA services in your community, call the IRS VITA hotline at 1-800-906-9887.

You may also visit the IRS website to learn more about the VITA program or to find a VITA location near you.

Schedule of Events

Orange County United Way of Orange County
Mega Tax Day
February 13, 2016
Irvine Valley College
5500 Irvine Center Drive
Irvine, CA 92618
9:00 a.m.–3:00 p.m.
For appointments call, 1-888-434-8248
Military Tax Day
February 27, 2016
Coastline Community College
Newport Beach Center
1515 Monrovia Avenue
Newport Beach, CA 92663
10:00 a.m.–1:00 p.m.
For appointments call, 1-714-241-6126
Orange County Residents

In partnership with the United Way of Orange County, call 1-888-434-8248 to schedule your appointment for free income tax preparation. For more information, you can visit the United Way of Orange County Free Tax Preparation webpage.
Riverside County Saturday, February 27, 2016
Norco College
Industrial Technology (IT) Building, Room 202
2001 Third Street
Norco, CA 92860
10:00 a.m. – 3:00 p.m.
No appointment necessary, walk-ins welcome
Saturday, March 19, 2016
Mt. San Jacinto College
Business and Technology Building, Room 109
1499 North State Street
San Jacinto, CA 92583
9:00 a.m. – 3:00 p.m.
No appointment necessary, walk-ins welcome
Riverside County Residents

In partnership with the Community Action Partnership of Riverside County, call 1-951-955-4900 to schedule your appointment for free income tax preparation. For more information, you can visit the Community Action Partnership of Riverside County's Volunteer Income Tax Assistance webpage.
San Diego County Saturday, March 5, 2016
California State University, San Marcos
Markstein Hall
333 South Twin Oaks Valley Road
San Marcos, CA 92096
10:00 a.m. – 2:00 p.m.
For appointments call, 1-866-910-9559 or register here
  San Diego County Residents

In partnership with the United Way of San Diego County, call 2-1-1 anywhere in San Diego County to schedule your appointment for free income tax preparation. For more information on free income tax preparation or you can visit the United Way of San Diego County webpage.
San Bernardino County Saturday, March 12, 2016
Crafton Hills College
Learning Resource Center, Room 137
11711 San Canyon Road
Yucaipa, CA 92399
9:00 a.m. – 12:00 p.m.
No appointment necessary, walk-ins welcome
Free parking in Lot N.
  San Bernardino County Residents

In partnership with the Crafton Hills College, call 1-909-389-3304 for additional information on free income tax preparation or you can visit Crafton Hills College Volunteer Income Tax Assistance webpage.
Imperial County Saturday, April 9, 2016
Imperial Valley College
380 East Aten Road, Business/CIS Building, Room 803/804
Imperial, CA 92251
10:00 a.m. – 2:00 p.m.
For appointments call, 1-760-355-6339
  Imperial County Residents

In partnership with the Imperial Valley College, call 1-760-355-6339 for additional information.