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California Extended its Tax Deadline, Still Need Help? Find a FREE VITA Tax Site Near You!

As tax season unfolds, Lifeline has been a trusted ally for many, offering free tax preparation
services through its Volunteer Income Tax Assistance (VITA) program to low and moderate-
income households. However, with Lifeline's tax services closing as of April 13th, there's still a
beacon of hope for those in need of assistance. Even though the tax deadline in California was
extended, there's no need to fret. We're here to guide you through accessing alternative VITA tax
sites, ensuring you can still benefit from expert assistance up until the new extended deadline.
Extended Deadline in California:
For those residing in San Diego County, the recent severe storms and flooding prompted the IRS
to extend the tax filing deadline until June 17, 2024. This extension offers a lifeline to
individuals and businesses affected by the natural disasters, providing extra time to navigate
through their tax obligations. It's a welcome relief during challenging times, allowing affected
individuals the opportunity to file their returns without added pressure.
Help is Available:
If you made less than $64,000 in 2023 and require assistance with your tax filings, our IRS-
Certified volunteers are here to assist you, completely free of charge for those who qualify. We
understand the importance of accurate tax preparation and aim to alleviate any concerns or
confusion you may have regarding your tax obligations. Whether it's preparing your returns or
addressing tax-related queries, our dedicated volunteers are ready to support you every step of
the way.
What to Bring:
To streamline the process and ensure efficient tax preparation, it's essential to come prepared.
Here's a checklist of documents you'll need to bring along:
1. Proof of identification (photo ID)
2. Social Security cards for you, your spouse, and dependents
3. Individual Taxpayer Identification Number (ITIN) assignment letter (if applicable)
4. Proof of foreign status (if applying for an ITIN)

5. Birth dates for you, your spouse, and dependents on the tax return
6. Proof of income, including W-2’s, 1099 forms, and other relevant documents for 2023
7. Interest and dividend statements from banks (Forms 1099)
8. Health coverage information for each person on the return (if applicable)
9. Copy of last year’s federal and state returns (if available)
10. Routing and account numbers for direct deposit
11. Total paid for daycare provider and the daycare provider’s tax identifying number
12. Forms 1095-A, B, and C (Health Coverage Statements)
13. Copies of income transcripts from the IRS and state (if applicable)
Accessing Extended VITA Services:
To find a VITA site near you and schedule an appointment, simply call 211 or visit the following
link: IRS VITA Site Locator. These sites will be open from January 22nd through June 17th,
2024, ensuring ample time for individuals to receive the assistance they need.
While Lifeline's tax services have concluded, our commitment to providing accessible tax
assistance remains unwavering. With the extension of the tax deadline in California and the
availability of VITA sites until June 17th, 2024, there's still ample opportunity to access free tax
preparation services. Don't hesitate to reach out and take advantage of this valuable resource.
We're here to help you navigate through your tax obligations with confidence and ease.