New River Community Action is extending free tax preparation services to qualifying families (households with incomes of $56,000 or less) in a Virtual VITA format to assist them in meeting the July 15 federal and the November 1 state filing deadlines.
The Virtual VITA format offers a safe alternative to traditional tax preparation and requires no face-to-face interaction. The virtual format requires tax filers to contact the NRCA VITA Coordinator via e-mail at cdeangelis@nrcaa.org and request the required VITA Intake forms. Those without e-mail may call 540-382-6187 and provide a mailing address where forms can be sent. Individuals requesting services then return completed Intake forms and required tax documentations via e-mail or US Postal Service, and IRS-Certified tax preparers will complete the tax returns.
Required forms include:
Completed IRS VITA Intake forms. If you are filing a joint return, both you and your spouse must sign IRS VITA paperwork.
Photo identification for you and spouse (if married filing jointly).
Social security cards for you, your spouse and your dependents
All wage and tax statements, including Forms W-2, W-2G, 1099-R, SSA-1099
Interest and dividend statements
1095-A (for those with Marketplace Health Insurance)
Any other tax documents you received
VITA is NOT able to prepare:
Schedule C with loss, depreciation or business use of home
Complicated Schedule D (capital gains and losses)
Form SS-5 (request for Social Security number)
Form 8606 (non-deductible IRA)
Form 8814 (child taxed at parent’s tax rate)
Form SS-8 (determination of worker status for purposes of federal employment taxes)
Health Savings Accounts, International, Military returns
Please call 540-382-6187 or email cdeangelis@nrcaa.org for more information.
