"The VITA program provides free individual income tax preparation for all military personnel and family members eligible for legal assistance (e.g. active duty, retirees, reservists on active duty orders of 30 days or more, and dependents). The program is a partnership between the Internal Revenue Service (IRS) and the military."
VITA will make special accommodations to deploying service members.
Directions to VITA
VITA will be open on 26 January 2015 for the 2015 tax season. VITA is free of charge and operates on a first-come-first-serve basis. In addition, VITA now has the ability to send tax preparers to individual units aboard Camp Pendleton to bring Marines and Sailors up to full tax prepared readiness. Because it will be difficult for VITA to provide this service as the tax season progresses, please contact VITA ASAP with your request.
Intake/Interview & Quality Review Sheet
(Bring this form filled out to expedite the check in process)
Frequently Asked Questions
Where is VITA?
The VITA Center is located at Mainside Camp Pendleton, 16 Area, Building 1687
VITA Clerk: (760) 763-2517
What are your hours of operation?
We are open on Mon-Fri from 0830-1700 and Saturdays from 0900-1300. We will be closed for all federal holidays.
What do I need to bring?
- TheIntake/Interview & Quality Review Sheet
filled out.(To expedite check-in process)
- Military Identification Card(s)
- Social Security Card(s) for yourself and anyone you intend to claim on your taxes
- Power of Attorney (e.g., Married Filing Joint, Spouse Deployed)
- Last Year’s Federal and State Tax Returns
- Economic Stimulus Payment IRS Notice CP 1378 (to obtain required information visit IRS.GOV to obtain a printout of what you received it can be used in lieu of CP 1378)
- Wage statements – Form W-2
- Pension or Retirement Income – Form 1099R
- Record of Purchase or Sale of Residence
- Alimony Paid or Received (Payer’s/Payee’s Name and Social Security Number)
- IRA Contributions
- Student Loan Interest - Form 1098-E
- Rental Income and expenses
- Interest and Dividend Income – Form 1099-INT/ Form-1099-DIV
- State Income Tax Refund Amount – Form 1099-G
- Social Security Income – Form SSA-1099
- Unemployment Income – Form 1099-G
- Commissions Received/Paid information on sales of Stocks or Bonds – Form 1099-B
- Self-Employment Business Income & expenses and any Form 1099-MISC
- Lottery or Gambling Winnings Form W-2G
- Income from Partnerships, S Corporations
- Trusts and Estates-Schedule K-1
What do I need to bring?
2 forms of photo ID (including military ID), all W2s, social security cards for yourself and anyone you intend to claim as a dependent, all IRS forms (ex: 1099-INT, 1099-DIV, Mortgage interest statement, Property statements,1098-T, EIN or SSN for Day Care), all receipts and other documentation for itemized deductions.
Does VITA prepare Schedule C?
We can complete Schedule C returns on a limited basis, but for complicated returns you must contact a tax professional.
Does my spouse have to be there if I am filing a joint return?
If you have a valid power of attorney giving you permission to complete tax returns for your spouse, your spouse does not need to be present with you.
Do you prepare amendments to previous year’s taxes?
Yes. However, we are very busy during the tax season assisting tax payers with current year returns. We ask that any amendments that need to be filed wait until after April 15th
What do I need to bring when I do amend my taxes?
You need to bring your original return and documentation for any portions of your return that need to be modified.
I have a specific tax question not addressed here. Where can I go to find the answer?
The best resource is the IRS. They are here to help you. Information can be found at www.irs.gov
or obtained by calling the IRS help line at 1-800-829-1040.