VITA/TCE Free Tax Preparation

The JEDI VITA Site will remain open but will adapt our procedures in light of the COVID-19 pandemic. We will be eliminating our in-person service.  We will not be traveling to Yreka.

If you need your taxes done, please call the JEDI VITA Tax Line at 888-926-6670 option 5 and leave a message to that effect.  You mail also email the VITA Site Coordinator at pkane@e-jedi.org.  We will return your call or email and provide instructions. Below are the procedures in place to verify your identity, obtain your tax documents, prepare your return, review your return, obtain the necessary signatures, and provide  a copy of your return to you along with all your documents.

The Intake/Interview Sheet, Form 13614-C

This form needs to be completed and returned to the JEDI VITA Site along with your tax documents

The Virtual VITA/TCE Taxpayer Consent Form 14446

This form needs to be completed and submitted along with your tax documents to the JEDI VITA Site

You can obtain this form from us:

  • By mail
  • Attached as a document to an email for you to print and complete
  • As a file uploaded to DropBox

Tax Documents  – To get your tax documents to us you can:

  • Mail the documents (please make copies – do not send originals)
  • Upload to Dropbox
  • Send as images by text to the VITA Site Coordinator at 971-212-9312

What you need to submit:

  • Identity verification
    • Submit a close up image of yourself holding your photo ID by mail, email or a text image
    • Contact us by Facetime with your photo ID that can be viewed
    • Contact us by Skype with your photo ID that can be viewed

Tax Documents Needed:

  • Social Security Cards for you, your spouse and dependents or (if you are receiving Social Security benefits, the 1099 SSA verifies your Social Security number and you do not need to copy the Social Security cards)
  • Individual Taxpayer Identification Number (ITIN) assignment letter for you, your spouse and dependents
  • Wage and earning statement(s) Form W-2, W-2G, 1099-R, 1099-Misc from all employers
  • 1099 SSA Statement of Benefits
  • Interest and dividend statements from banks (Forms 1099)
  • A copy of last year’s federal return if you are a new JEDI VITA Site client
  • Proof of bank account routing numbers and account numbers for Direct Deposit or Direct Debit, such as a voided blank check
  • Total 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), address and telephone number
  • Information on Health Insurance Coverage Form 1095-A, for Covered CA.  We do not need Forms 1095-B or C.
  • Information on all itemized deductions – Schedule A

Tax Preparation

After the Intake/Interview by phone, Skype or Facetime and we have all the necessary documents, we will:

  • Prepare your return
  • Conduct an internal Quality Review
  • Mail you your completed Federal and State returns along with all the tax documents, Consent Forms and the e-file Signature Authorization Form and a self-addressed, stamped envelope

Review the Return with You

  • When the return is received in the mail, call the JEDI VITA Tax line at 1-888-926-6670 Option 5 or email pkane@e-jedi.org to schedule a phone review
  • After the phone review and the return is accurate, sign the e-File Signature Authorization(Form 8879) and the Consent Forms (both spouses)
  • Return the signed forms to us by:
    • Mail in the SASE
    • Attached to an email – pkane@e-jedi.org
    • As a text image to the Site Coordinator 971-212-9312
  • When the signature forms are received, the returns will be e-filed

VITA Volunteers training for upcoming season

Subscribe To Our Newsletter

Subscribe To Our Newsletter

Join our mailing list for announcements of upcoming events and trainings.

You have Successfully Subscribed!