Tax Assistance Program

Virtual Tax Assistance Program is run through GetYourRefund. This service opens February 3, 2025. GetYourRefund is a non-profit service built by Code for America in partnership with IRS-certified Volunteer Income Tax Assistance (VITA) sites nationally. Code for America is a non-profit technology organization dedicated to making government work for the people that need it most. This portal meets all IRS security standards and your information will be as secure as if you were visiting one of our in-person tax sites.

1. All Virginia Residents can go to GetYourRefund to opt in to the service.
2. Answer questions. We’ll ask you to verify your identity as well as a series of questions about your finances.
3. Submit documents. Share all necessary documents (ID, W-2’s, 1099, 1095-A,B,C).
4. Phone review. We will review everything with you over the phone.
5. Get your refund. If you choose to file your taxes, our tax volunteers will help you e-file.

This program is available to any taxpayer:

• With a valid email address and phone number.
• With an income below $67,000.
• With a current SSN or ITIN.
• Please note that all customers are required to provide us with a valid government-issued ID for each taxpayer, social security card/ITIN paperwork for all individuals listed on the tax return, and all tax documents.

OUT-OF-SCOPE for VITA – We DO NOT prepare the following types of returns or forms:

• Returns for those receiving rental income (landlords)
• Partnership or corporate returns
• Returns with farm or fishing income
• Schedule C (sole proprietor business) with losses or employees or inventory or any claim for actual vehicle expenses (vs. standard mileage rate) or expenses over $35,000
• Complicated and advanced Schedule D (capital gains and losses) including transactions using Bitcoin or other virtual currencies or any assets other than stock, mutual funds, or a personal residence
• Returns for taxpayers who are in the U.S. on an F, J, M, or Q visa
• Self-employed health coverage deductions for the premium tax credit
• Returns involving alimony/divorce agreements executed before 1985
• Tax returns for ministers and members of the clergy because of unique tax issues
• Form W-2 with code Q in box 12, indicating combat pay – Military certification requires; only certain sites have volunteers certified for Military returns – contact us
• Energy credits – Form 5695 Part 1 (out-of-scope)
• Form SS-5 (request for Social Security Number)
• Form 8606 (non-deductible IRA)
• Form 8615 (minor’s investment income)
• Form SS-8 (determination of worker status for purposes of federal employement taxes and income tax withholding)
• Certain types of pensions and annuity payments (Box 7 codes 5, 6, 8, 9, A, E, J, K, N, P, R, T, U, W)

Filers with a household income of $84,000 or less are eligible.  File your taxes for free online.  MyFreeTaxes allows people to file their federal and state taxes for free, and it’s brought to you by United Way.   It takes most filers an hour or less to file from the comfort of their own home or wherever you have internet access.  Click here to get started!