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)
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-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:
Thanks for considering my thoughtful sharing.
Have a nice day.
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
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/
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.
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