Tax Answers

Tax Answers

Free Tax Preparation Clinics

IRS-trained volunteers with AARP and the Rappahannock United Way (RUW) are preparing to offer simple tax preparation assistance at several library branches once Library Express services resume.

Due to COVID-19 safety measures, tax assistance will be provided by appointment only, and availability is limited. Contact information and instructions will be added to this page as it becomes available.

This schedule is subject to change depending on COVID-19 conditions.

AARP

Howell, Mondays, 12:00-2:00 and Saturdays, March 6-April 12, 9:00-2:00 - All appointments at this branch are filled.
Salem Church, Wednesdays and Fridays, March 3-April 9, 10:00-2:00 - All appointments at this branch are filled.
Snow, Saturdays, March 13-April 10, 9:30-1:30 - All appointments at this branch are filled.

You must pick up an intake packet prior to requesting an appointment. You may call Howell, Salem Church, or Snow branches (540-372-1144) to request an intake packet via curbside pickup. Obtaining an intake packet does not guarantee an appointment.

Rappahannock United Way

The United Way is no longer accepting drop-off tax appointments. Visit ruwfreetaxes.org, opens a new window for free online tax filing information.

 

Required documents:

Photo IDs, Social Security cards for all names on tax returns, last year's return, all forms and receipts (W2, 1099, 1095-A, etc.), childcare provider's ID number, amount of any other income or economic stimulus payments if received, bank routing and account numbers if requesting direct deposit.

The library does not endorse any service provider or the products or services they provide. You should always conduct your own due diligence when selecting a tax preparation service provider.

Blank Tax Forms

The deadline for filing both federal, opens a new window and Virginia state, opens a new window individual taxes has been extended to May 17.

Federal 1040 forms and instruction booklets, as well as other federal and state tax forms, are available to pick up via curbside service while supplies last.

Please contact us by phone, email, or chat with your request, which staff will prepare and have ready for curbside pickup. Due to limited staffing and hours, we cannot guarantee same-day service.

Online Forms and Tax Help Resources

For federal tax resources during COVID-19, visit the IRS Coronavirus Tax Relief page.

IRS Forms and Publications
Download forms and instructions for the present year back to 1996. Adobe Acrobat Reader is freely available to download and use for viewing and printing documents. You may also read lengthy publications online if you desire. Files may be searched by keyword. Some of the more popular forms are available in a "fill-in" version. This page also links to states' tax sites and electronic filing options. Check the IRS Newsroom for more information.

IRS Interactive Tax Assistant
The Interactive Tax Assistant (ITA) is a tool that provides answers to a number of tax law questions. It can determine if a type of income is taxable, if you're eligible to claim certain credits, and if you can deduct expenses on your tax return. It also provides answers for general questions, such as determining your filing status, if you can claim dependents, if you have to file a tax return, etc.

Virginia Department of Taxation
Individuals are encouraged to file electronically using iFile. You can find Virginia tax forms from 2009-present online. Answers to frequently-asked questions and forms for businesses and estates can be found on the department's homepage. You may also request that forms be mailed to your home, or download them in Adobe portable document format (.pdf) from home or in the library. Otherwise, forms are not being mailed out.

Spotsylvania County Treasurer
Spotsylvania residents can pay their personal property taxes, real estate taxes, and other county bills online using their credit cards.

Stafford County, Office of the Treasurer
This site has information about other county regulations. Stafford residents can pay their personal property and real estate taxes online.

Westmoreland County Treasurer's Office
Information on how taxes are assessed. Taxes may be paid in person, by mail, or online.

City of Fredericksburg - The Commissioner of the Revenue
Personal property taxes and real estate taxes may be paid online.

Tax Policy Center
Provides timely, accessible analysis and facts about tax policy to policymakers, journalists, citizens, and researchers via tax fact sheets and analysis.

Where to get transcripts of past tax returns:

Order online: The fastest way to get a Tax Return or Account transcript is through the ‘Get Transcript’ tool available on IRS.gov.

Order by phone:
 You can also order by phone at 800-908-9946 and follow the prompts.

Order by mail:  To order your tax return transcript by mail, complete and mail either Form 4506-T or Form 4506T-EZ. Form 4506-T can also be used to request other tax records: tax account transcript, record of account, wage and income and verification of non-filing.

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