2021 Tax Help at San José Public Libraries

Submitted by Tim Reif on Thu, 01/28/2021 - 4:00 PM
1040 tax form with calculator, glasses, and fountain pen

Limited tax help opportunities are available this year due to the pandemic. See below for a complete list of opportunities:

VITA (Volunteer Income Tax Assistance)

VITA offers free tax help to hard working individuals and families whose income is less than $57,000. All locations provide e-File. Volunteers are trained to prepare these forms.

What to Bring:

  • Photo ID and Social Security card or Individual Tax Identification Number (ITIN) for each family member.
  • W-2 forms and all 1099, or all other tax forms you received.
  • A copy of last year's federal and state tax return, if available.
  • Bank account number and routing number for direct deposit.
  • Health coverage information (1095-A,B,C) if bought through Covered CA.
  • more details

VITA Library Site:

  • Hillview Branch - Saturdays, 2:00 - 5:00 PM, Feb. 20 - May 1
    Assistance is available in English, Vietnamese and Thai.
    To make an appointment: call Hillview at 1-408-729-9512, Tuesday-Friday between 1:00-6:00 PM. Walk-ups will NOT be accepted on the day of the program, Saturday.
    Tax help is offered on a first come, first served basis, by appointment only. Due to the limited capacity of the program (max occupancy: 10), no-shows and missed appointments will not be rescheduled.
    Safety: Customers are required to wear an appropriate mask or face covering to participate and must observe all posted safety guidelines. Attendees should arrive at the library at their designated time and may wait in their cars until called by the VITA Tax Assistance Program Volunteers assigned to assist them.

This year, some VITA sites are not operating at full capacity and others are not opening. Find other Santa Clara County locations where VITA volunteers are available. For questions, call 1-800-906-9887.

Tax Help from Tax-Aid is only available online

Tax-Aid is offering free virtual tax services during the 2021 tax season beginning the first week of February. If you earned less than $57,000 a year, their expert volunteers are ready to help with several options available. Learn more

Where to Get Tax Forms

Our Libraries do not carry tax forms. You are encouraged to get the forms online:

Comments

Submitted by Nathaniel Ramos on Wed, 01/06/2021 - 5:11 PM

Permalink

Your Comment
Hello, I would like to volunteer for the 2021 Vita Program. I wanted to know when the deadline to complete the online assessments are, and when I should expect to be contacted by my local VITA program?

Submitted by HoangAnh(Anh) on Sat, 01/30/2021 - 9:14 AM

Permalink

Your Comment
This year is hard time for most of us to report the Income taxes and why the public services such as Libraies or Post Offices don't have the forms for reporting. I remembered before the internet 's works,we can get the forms quickly and easily at the P.O or libraries .Why is it not this year when we are stay in place,especially we don't have a computer or laptops.
Thanks for considering my thoughtful sharing.
Have a nice day.

Your Comment
Hello HoangAnh,
Our libraries have not received tax forms for almost 10 years now. As I understand it, the supply of pre-printed forms from the IRS has been greatly reduced from what you might remember then. I'd suggest you contact your local IRS office to see how they can assist. San Jose's is located at: 55 S. Market St. Suite 100, San Jose, CA 95113. Phone number - 408-283-1569. Hours: Monday-Friday - 8:30 a.m.- 4:30 p.m. More information, including contact info for other California IRS locations, can be found at: https://www.irs.gov/help/contact-my-local-office-in-california

Your Comment
Hillview is now requiring appointments for its tax help services from VITA on Saturdays. They will NOT be accepting walk-ins the day of the program.

To make an appointment, call 408-808-3033 between 2-6PM, Tuesday-Friday.

If you are not comfortable with in-person appointments during the pandemic, Tax Aid also has virtual assistance available. For more information visit https://tax-aid.org/need-tax-help/

Submitted by Yesenia on Tue, 02/23/2021 - 12:07 PM

Permalink

Your Comment
Is SJPL offering any Tax Support in Spanish? I saw that there is English, Vietnamese, and Thai.

Your Comment
Hi, Yesenia. Unfortunately, the VITA volunteers at Hillview this year do not speak Spanish. VITA does have other locations in the area that do have Spanish speakers, though. Check locations near you at: https://irs.treasury.gov/freetaxprep/ You'll see a 'Language' column in the search results. NOTE: VITA's site does still list Hillview as having Spanish speakers, which is NOT true; we're trying to get them to correct this detail. It may be worth calling other sites to confirm they do have Spanish speakers before attending or signing-up there.

Submitted by Dan on Wed, 03/03/2021 - 11:26 AM

Permalink

Your Comment
Hi, I am Vietnamese, 77 yrs old, low income, poor in English, bad computing skills. May I get help to fill a free Tax prep 2020. If so, where and how, please?
Thank you

Your Comment
Hi Dan. It sounds like the VITA tax help program at our Hillview Branch on Saturdays might be a good fit for you. They have Vietnamese speaking volunteers and should not require any computer usage. To make an appointment call 1-408-729-9512, Tuesday-Friday between 1:00-6:00 PM. More details can be found above. If the location is not convenient, VITA is available at other non-library locations too: https://irs.treasury.gov/freetaxprep/

Submitted by Nhung Nguyen on Mon, 03/08/2021 - 9:03 PM

Permalink

Your Comment
Hello Tim,
I just got my Enrolled Agent Certificate. I would like to volunteer as a tax preparer. I would appreciate if you can give me chance to work for you.
Best Regards,
Nhung

Your Comment
Hello Nhung,
That's great that you want to volunteer to help! These are not library-run programs, so you'll need to contact VITA to find out how you can volunteer with the program. More details can be found on VITA's site here: https://www.irs.gov/individuals/irs-tax-volunteers

Submitted by Ken Phan on Mon, 10/04/2021 - 4:19 AM

Permalink

Your Comment
To whom it may concern:
I am looking for helps into my parent tax filling. My father is 94, and mother is 86.. do they need to file tax and if so can we get helps from your office.
Thank you
Ken

Your Comment
Hi Ken,
These tax help programs only operate at our libraries during "tax season" - typically, Feb - April each year. I'm sure they will be returning in February 2022. In the meantime, you might call your local IRS office for suggestions, or try the phone numbers listed here for the VITA and TCE/AARP programs:
https://www.irs.gov/individuals/free-tax-return-preparation-for-qualifying-taxpayers

Add new comment

Comments are expected to follow the basic rules of civility and be relevant to the topic being commented upon. Comments will be reviewed prior to posting. Blog comments represent the views of the person commenting, not necessarily those of San José Public Library. For more information see SJPL's Comment Guidelines.