Accepting walk-in clients Monday 10-4:30, Wednesday, 10-4:30, Saturday 10-3:30.
If you have questions, you may contact us by email at: taxaidebullrun@gmail.com
https://www.novataxaide.org/sites/bull-run-regional-library
Checklist of things to bring with you:
- Proof of identification (photo ID) – Primary taxpayer & spouse
- Social Security cards for you, your spouse, and dependents OR Last year’s return prepared by AARP or VITA OR Any correspondence from Social Security with only the last four digits of SSN OR ITINs with an IRS issued letter or card
- Birth dates for you, your spouse and dependents
- If you have an Identity Protection PIN, bring IRS letter from 2023
- Wages and earnings, pensions or other retirement income statements (Forms W-2, W-2G,1099-R, 1099-Misc, 1099-NEC, 1099-K, 1099-G, K-1, SSA-1099) from all employers and payers
- Interest and dividend statements (Forms 1099-INT and 1099-DIV)
- Consolidated 1099 document from brokerage accounts
- If applicable, mortgage statement (Form 1098), evidence of real estate tax and personal property tax payments, list of medical expenses, list of charitable contributions
- Total paid to a daycare provider and the provider’s EIN or SSN
- Affordable Health Care Statement Form 1095-A
- Education expenses on 1098-T
- Student loan interest paid on 1098-E
- Last year’s tax return 2023
- A blank check with VOID written on the face to be used to for direct deposit of your refund or to pay for taxes owed. If it is shown on last year’s return, include a note to use it for this year
If you have questions, you may contact us by email at: taxaidebullrun@gmail.com
This is what's needed to file your Virginia Income Taxes, per the Virginia Tax website:
- Be sure you have all W-2s, 1099s, and other withholding information before filing your return. Don't rely on year-end pay stub information as it may not match what your employer reports to us.
- Include your Virginia driver's license or Virginia identification card number on your return. We won't reject returns that don't have a driver's license or ID card number, but providing the information helps us process returns more quickly.
- If you were issued a Virginia Tax personal identification number (PIN), you must provide the PIN on your return. Remember that even if you provide your PIN, our systems could stop your return for other reasons.
- Provide all necessary information on your return and attach all required documents and schedules.
- Be sure spelling of your name(s), Social Security number(s), and all calculations are correct.
- If you moved since you filed your last return, use your current address.
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