Virtual VITA Tax Assistance for delayed 2020 filing deadlines

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NRCA Offering Virtual VITA Services to Eligible Families in the New River Valley

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 15th Federal and the November 1st 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 documentation 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.