VITA Program

Volunteer Income Tax Assistance (VITA) Program 

VITA TAX WORKSHEETS FOR 2015

  • The VITA Program prepares and files your tax returns when you are seen - on an appointment or walk-in basis. They provide their worksheets for your use and to comply with IRS requirements. They are required for the VITA Program and must be completed. If you are not able to visit a VITA site, you may still use these worksheets to organize your records and file your tax returns. Consult with your own tax preparer as to what you are required to do.
  • Please complete ALL of the worksheets as indicated in the instructions (total columns where indicated) and bring all documentation with you to your appointment (paid-up union card, photo ID, original or copy of your Social Security card - for you and anyone else who is listed on your return, income statements, W-2s, etc.). Without these documents you will not be seen.
  • It is important that you have all of the information completed as well as statements and documents gathered before you arrive to have your taxes prepared. You will not be seen unless you have everything ready.
  • If you have questions about these worksheets, please call the VITA office in New York between 10:30 a.m. and 4 p.m. at (212) 921-2548. We will be happy to help. 
  • The New York VITA site is located on the 14th Floor of the Equity Building at 165 West 46th Street, New York, NY 10036. The New York office opens for the new season on Monday, Feb. 1, 2016. Members may also receive VITA services in Los Angeles at the Actors’ Fund.

VITA IRS Form

VITA Rules for Union Members

VITA Information Checklist

VITA W-2 Worksheet

VITA Other Income

VITA Theatrical Expenses

VITA Out of Town Expenses

VITA Auto Expenses

New York VITA Office Location and Hours

When: The New York VITA office tax season four-day week runs from the first Monday in February through the last Friday in April.
Tax Season Office Hours: Monday, Feb. 1 - Friday, April 29, 2016
10:30 a.m.-4 p.m., Mondays, Wednesdays, Thursdays, Fridays, closed Tuesdays.
The VITA office is open the remainder of the year (June – January) on Thursdays only.

Where: Actors’ Equity Building – 14th Floor
165 West 46th Street,
New York, NY 10036

The posting of this information is not intended to imply an endorsement of any individual or company by SAG-AFTRA. The information provided is given for informational purposes and may not be a suitable substitute for the advice of tax preparer/professional, legal or financial counsel. You should always use good judgment in these matters and should not act or refrain from acting based solely on information provided.