La Verne accounting students make the season less taxing

Now in its 14th year, the Volunteer Income Tax Assistance (VITA) program is again available at the University of La Verne for eligible taxpayers to receive free tax services.

The VITA program at University of La Verne is available on Saturdays-February 1st through April 5th, 2025, to all eligible taxpayers. All tax preparation services are provided between the hours of 9 a.m. and 12:30 p.m., at the Cogley Building located at 2180 Third Street in La Verne, 91750.

Scheduling an appointment time is strongly encouraged. While walk-ins are welcome, they will be served only if space is available and wait times may be long.

Those interested in additional information on the VITA program or seeking to make an appointment can email VITA@laverne.edu.

What is VITA?

Volunteer Income Tax Assistance (VITA) is an IRS‐sponsored community program that helps low -to- moderate-income (generally annual income is no greater $70,000) families and individuals located in La Verne and surrounding communities (So Cal).

What is the cost?

All volunteers are IRS certified and will assist with e- filing and paper filing at no cost to the taxpayer.

Hours (February 1st through April 5th, 2025)
Saturdays 9 a.m. to 12:30 p.m.

How to make an appointment:

You can make an appointment by emailing us at VITA@laverne.edu.

What to bring to the first day of your appointment:

· Proof of identity (such as a valid driver’s license or other government issued picture ID)
· Social Security Cards for you, your spouse and dependents and/or a Social Security Number verification letter issued by the Social Security Administration
· Individual Taxpayer Identification Number (ITIN) assignment letter for you, your spouse, and dependents
· Birth dates for you, your spouse, and dependents on the tax return
· Wage and earning statement (s) Form W‐2, W‐2G, 1099‐R, from all employers
· Interest and dividend statements from banks (Forms 1099)
· Brokerage statements 1099-B and SSA 1099
· A copy of last year’s federal and state returns if available
· Bank routing numbers and account numbers for Direct Deposit
· Total amount paid for daycare provider and the daycare provider’s tax identifying number (the provider’s Social Security Number or the provider’s business Employer Identification Number)
· Form 1098-T Tuition Expenses
· Form 1095A – issued by the Marketplace if you purchased health care insurance through the CA Marketplace in 2024
· Exemption Certificate Number (ECN) – issued by the Marketplace.

To file taxes electronically for a married couple filing joint tax return, both spouses must be present to sign the required forms.

Where is the VITA site located?

University of La Verne Cogley Building

2180 Third Street, La Verne, CA 91750