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Adults

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Business, Career & Finances

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Description:

Free income tax preparation and filing by California State University, Long Beach through the IRS Volunteer Income Tax Assistance program.

Appointments are preferred.

Tax forms we prepare:

• Form 1040 (U.S. Individual Income Tax Return)
• CA Form 540 (California Resident Income)
• Form 1040NR (Nonresident Income Tax Return).

We do not itemize deductions. Both spouses must be present for joint returns.

What to bring on the day of your visit:

• A valid CA Driver's License, ID, or Passport
• Social Security Numbers or ITINs for the Taxpayer, spouse and dependents
• Tax Documents (Forms W-2, W-2G, 1099-R, 1099-INT, 1099-DIV, 1099-MISC, and all other tax documents)
• Bank account number and routing number for direct deposit of refund.

If this applies to you, also bring:

• All Forms 1095, Health Form Statements
• California Renters' Credit - Landlord's name, address, and phone number
• Daycare Provider's Information, including total amount paid for daycare per child, daycare provider's name, address, phone number, and tax ID number
• Total Education Expenses (books, laptops, etc.)

For ADA accommodations, call (213) 228-7430 at least 72 hours prior to the event.

Para ajustes razonables según la ley de ADA, llama al (213) 228-7430 al menos 72 horas antes del evento.