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 or passport) - Primary taxpayer & spouse
- Social Security cards for you, your spouse, and all 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 every name who appears on the tax return
- If you have an Identity Protection PIN, bring IRS letter from 2025
- Wages and earnings, pensions or other retirement income statements (Forms W-2, W-2G,1099-G, 1099-R, 1099-Misc, 1099-NEC, 1099-K, 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 - all pages if possible
- If applicable, mortgage statement (Form 1098), evidence of real estate tax and personal property tax payments, list of qualifying medical expenses, list of charitable contributions
- Self-employed persons bring evidence of business income and business expenses, including commuting and business miles driven. If a printed statement with this information (from Uber/Lyft) is available, bring all pertinent statements from them
- If applicable, name, address and EIN of day care provider(s) and evidence of monies paid
- If applicable, if you have health insurance from the Affordable Care Act - AKA marketplace, Obamacare, health insurance exchange, bring Form 1095-A
- If applicable, higher education expenses including Form 1098-T and amounts paid for books and supplies
- If applicable, student loan interest paid on Form 1098-E
- Last year's tax return - 2024
- A blank check with VOID written on if or other evidence of bank routing number and account number. The government no longer issues or accepts checks. You must have an established bank account.
- All of these forms may be displayed on a phone or computer but we must be able to read it. If it cannot be read, you will need to bring a paper hard copy.
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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