You may be eligible if you, and your spouse, earned a total gross income of less than $64,000 during the tax year. Our clinic only processes California resident tax returns and not other states. We only process returns for the current year 2023.
If you are an active-duty military or a veteran, the income threshold does not apply to you as well as other tax situations listed below such as rental income.
The following tax situations may disqualify you from our services:
- Income from foreign sources, rental property, or Schedule K-1s
- Married couples with no dependents filing separately
- Registered domestic partners who want to file jointly
- Specific business expenses:
- Business use of home
- Actual expenses for vehicles
- Employees
- Inventory and cost of goods sold
- Depreciation
- Businesses with a loss
- Any cancellation of debt where the taxpayer filed bankrupt or was insolvent immediately before the debt was canceled
- International students or nonresident aliens who:
- Have dual-status citizenship
- Income earned from a 1099-MISC, self-employment, gambling, or rent/royalties
While this list may not be inclusive, these are the more common scenarios that may disqualify most people from VITA services.
