Appointments are not being taken for current year taxes at this time. 

If you need assistance with taxes from a previous year, please visit our Back Taxes page. 

The VITA program assists low- to moderate-income households.  We can assist families with an annual gross income of up to $75,000 (or $90,000 for seniors aged 65+). However, due to complexity and time, we may be unable to process certain tax returns.

The following situations are out-of-scope for our VITA tax service, meaning we cannot prepare tax returns for these situations:

• Married Filing Separately
• Foreclosure/Short Sale
• Kiddie Tax (to be determined during VITA interview)
• IRA to Roth Conversions
• Sale of stocks acquired by stock options
• Sale of stock or mutual funds with over 16 transactions 
• Loan Modification
• Out of State Income
• Rental Income
• Sole Proprietor Business with expenses over $50,000 depreciation, losses, or a home office
• 1040NR (Non-resident alien), except for Foreign Student with Visa F, J, M, or Q

This list is non-exhaustive – there may be other situations that are out of scope.

Documents You Will Need for Tax Preparation 

The following documents are required to prepare your tax returns.  Bring the following documents to your tax appointment:

• A Social Security card and/or ITIN for EACH person listed on the tax return.
• In lieu of a Social Security card, the following documents are also accepted:
• An SSA-1099 form.
• A prior year’s tax return, if and only if it was prepared by the Fremont VITA program and every person that will be listed on the current year’s return was also listed on that prior tax return.
• Valid (unexpired) photo ID for the main tax filer and spouse.
• If Married Filing Jointly, both spouses must be present at the tax appointment.
• Please bring the following tax documents as applicable:

• W-2, Wage and Tax Statement
• W-2G, Certain Gambling Winnings
• SSA-1099, Social Security Benefit Statement
• 1095-A, Health Insurance Marketplace Statement
• 1098, Mortgage Interest Statement
• 1098-E, Student Loan Interest Statement
• 1098-T, Tuition Statement
• If you are bringing a Form 1098-T, please also provide a detailed student account statement.
• 1099-B, Proceeds from Broker and Barter Exchange Transactions
• 1099-C, Cancellation of Debt
• 1099-DIV, Dividends and Distributions
• 1099-G, Certain Government Payments
• 1099-INT, Interest Income
• 1099-K, Payment Cared and Third Party Network Transactions
• 1099-MISC, Miscellaneous Information
• 1099-NEC, Nonemployee Compensation
• 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

• Provide if applicable:

• Identity Theft PIN Letter from IRS
• Records of charitable contributions, such as receipts or letters
• Property tax bills
• DMV registration form
• Childcare or Dependent Care Expenses - total amount paid, provider's business name, address, phone number, and SSN or tax ID number.
• If you are self-employed, provide business income and expenses, including mileage log. Rideshare Drivers should provide their 1099-NEC, 1099-K and online Tax Summary page.
• If you plan to itemize deductions, provide a summary sheet that includes both the total amount and description of your expenses.

Tax Preparation Process

Please make an appointment to have your tax return prepared. Depending on capacity, the Fremont VITA Site may not be able to serve walk-ins.

Tax Preparation Process

1. If Married Filing Jointly, both spouses should be present at the appointment. Please note that we cannot prepare returns for Married Filing Separately status.
2. A Greeter will give you an intake sheet and liability form to complete.
3. An Intake Specialist will sit with you to assist in filling out the forms, and ensure that you have all required documents ready. If any of the required documents are missing, we will not be able to prepare your tax return, and you may be asked to make a new appointment.
4. After the screening process, you will meet with a Tax Preparer who will prepare your return.
5. A Quality Reviewer will review the return for completeness and accuracy.
6. Once the review is completed, the VITA Tax Preparer will print out a hard copy of your return for you to keep. You will be given the 8879 e-file authorization form. Signing this form for both Federal and California returns is required to e-file your tax return.
7. After Forms 8879 for Federal and California are signed, we will process your tax return for e-filing.

Hours of Operation for the 2026 filing season will be announced soon.