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Tax Resources

Tax Preparation Assistance

VITA Tax Assistance Program (formerly MetroCASH)

Fairfield Area Library
1401 N. Laburnum Avenue
Henrico VA 23223
SATURDAYS: February 4 - March 11, 2023 by appointments only.
February 4, 11, 18 & 25
March 4, 11

North Park Library
8508 Franconia Road
Henrico VA 23227
WEDNESDAYS AND THURSDAYS: January 25 – April 13, 2023 by appointment only.

Appointment scheduling for North Park Library will begin on January 20th and Fairfield Library will begin at a later date. Please call the United Way VITA Scheduling Line at (804) 225-7917 (804) 225-7917 to schedule an appointment. Important Note: You must leave a message on this line with your name, phone number and preferred library location. You will receive a call back within 2-3 business days. Calls are returned in the order received. Appointments are limited.

Masks are required to be worn inside the tax room. The income limit for this service is $60,000. You will be screened over the phone to determine if you are eligible for this service. You will be required to provide your driver’s license, identification card or passport for taxpayers and social security cards/individual taxpayer identification letters are required for all people being listed on the return.

Information on other tax filing options can be found at: www.yourunitedway.org/tax/vita or irs.gov.

United Way of Greater Richmond and Petersburg is also offering a remote virtual tax assistance service that utilizes a new secure web portal that allows participants to upload tax information, speak to Internal Revenue Service (IRS) certified tax preparers and receive help filing taxes online – all for free. Those using the service will need to upload photos of their Identification (ID) cards and tax documents and answer questions about their tax situation. The service requires filers to have access to the internet and a camera through a smart phone, tablet or computer. The income limit for this service is also $60,000.

Visit http://www.getyourrefund.org/uwgrp for more information on how to access this service.

Make sure you know what to have handy.

Closed when Henrico Libraries are closed due to weather.

This program is offered through United Way of Greater Richmond & Petersburg’s Volunteer Income Tax Assistance program.

What do I need to have handy?

Personal Information (bring all documents)

  • Valid photo ID, like a driver's license or state identification card for primary and secondary taxpayers
  • Taxpayer Identification Number: Your social security card (not a copy), Social Security Number verification letter, or Individual Taxpayer Identification Number
  • Taxpayer Identification Numbers for your spouse and dependents if applicable
  • Birth dates for yourself, your spouse and your dependents

Proof of Income (bring all documents)

  • W-2s for all jobs in 2022
  • Documentation of all cash/check income received if self-employed in 2022
  • 1099s for any other income received in 2022
  • Statements for prizes, scholarships/fellowships or lottery/gambling winnings

Proof of Health Insurance (bring all documents)

  • 1095-A if you had coverage through HealthCare.gov (Obamacare)
  • 1095-B or 1095-C if you had other kinds of insurance or coverage

Additional Items (bring all documents that apply)

  • Routing numbers and bank account numbers for direct deposit of your refund
  • Tax Return from last year, if available
  • Child Care Expenses: Provider's address and federal tax ID number
  • Homeowners: Mortgage statements and property tax bills
  • Education: College tuition and student loan statements
  • Alimony: Paid or received
  • Notices: IRS, state tax, health insurance marketplace or anything that says, "IMPORTANT TAX DOCUMENT"
  • Letter 6475: 2022 Economic Impact Payment Summary
  • Letter 6419: 2022 Total Advance Child Tax Credit (AdvCTC) Payments
  • NOTE: If you do not have the letters and cannot confirm the amount received in 2022 for either of these payments please visit irs.gov to create an online account.

Please have all documents ready at the time of your appointment. For questions or more information please visit the United Way of Greater Richmond & Petersburg website.

Tax Aide Program

Tax-aide is a free tax service provided by the IRS and administered by AARP. All volunteer tax preparers are certified by passing an IRS exam. This program is open to all ages and taxpayers are not required to be AARP members.

  • Appointment only.
  • All returns are e-filed.
  • Be sure to bring last year's returns and all your tax forms for the current year.
  • For more information, visit www.aarp.org/taxaide or call the site locator at 1-888-227-7669 1-888-227-7669.

Twin Hickory Recreation Center
5011 Twin Hickory Road
Glen Allen, VA 23059
(804) 476-4149 (804) 476-4149

Opening Date: Wednesday, February 1, 2023
Closing Date: Saturday, April 15, 2023
Closed on Monday, February 20, 2023 for Presidents' Day.
You may call beginning January 15 for a recording of this information and any updates.

Appointments will be scheduled starting January 23, 2023 via in-person, Monday - Friday, 9:30 am to 2:30 pm and Saturday 8:30 am to 11:00 pm.

COVID: You may be required to wear a facemask during in-person interactions inside the building.

Please bring your prior year tax return when you come to set-up your appointment. Once your appointment is set, you will receive instructions and forms which are to be completed prior to your tax preparation appointment. A family member may make your appointment however, they must know your availability.

All returns (federal & VA state) are e-filed.

Agencies

Internal Revenue Service

Individual and business taxpayers will no longer receive paper income tax packages in the mail from the IRS. Some key 1040 forms are available at libraries while supplies last, but due to budget cuts at the IRS printed instructions for tax forms will not be available at libraries this year. You can visit IRS.gov to get tax form instructions and other forms or request tax products be mailed to you. You may also find Coronavirus related tax information on the IRS website.

Virginia Department of Taxation

Note: The Virginia Department of Taxation will no longer supply libraries with paper copies of Virginia tax forms. You may download forms and instructions from visiting www.tax.virginia.gov. Or you may contact your local Commissioner of the Revenue, Director of Finance or Director of Tax Administration. You can request forms and instructions from the Forms Department by calling (804) 367-8031. You may also wish to try paperless filing, using Free File/E-File. The standard fee of 10¢ per page for printing from the public computers will apply to tax forms at all Henrico County Public libraries.

Other Information

The Real Estate Advantage (REAP)

Tax exemption for qualified seniors, residents that are 100 percent permanently and totally disabled, and their spouses which relieves real estate tax up to a maximum of $3,000.

Health Coverage and Your Federal Income Taxes

How health coverage affects your federal income tax return

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