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VITA Tax Prep Services

During tax season, IRS-trained UVA Community Credit Union employees may be able to assist you with preparing and 
e-filing your basic federal and Virginia state returns free of charge through the Volunteer Income Tax Assistance (VITA) program and our participation in the Cville Tax Aid Coalition.

Free tax preparation for eligible taxpayers is provided from January 31 – April 15, 2022, by appointment only, at six Credit Union branches:

  • East Jefferson
    Call on or AFTER January, 19 2022 to see if you are eligible and to reserve your spot. 
  • Fluvanna
  • Greene
  • Louisa
  • Nellysford
  • Zion Crossroads

To be eligible, your household income must be less than $56,000 and your tax return cannot include:

  • Itemized deductions requiring a Schedule A
  • Self-employment income over $5,000 or requiring a Schedule C
  • Tip income
  • Rental income
  • Farm income
  • Military income
  • Adoption credits
  • Foreign income
  • Complicated or Advanced Schedule D (Capital Gains and Losses)
  • Securities Transactions (Form 1099-B)
  • State returns other than VA

Other restrictions may apply. 

Prior to your appointment please review our current COVID-19 Branch Service Guidelines.  

If COVID related staffing issues arise we may need to convert standard appointments to drop off appointments. If we need to close a tax site for any reason we will contact you as soon as possible to reschedule your appointment time. We appreciate your patience as we navigate these difficult times. 

What should I bring?

  • Government issued photo ID for taxpayer and spouse (if filing jointly both must be present)
  • Valid Social Security or ITIN cards and birthdates for anyone on the return
  • All wage and income statements for filing year (W-2s, 1099s, etc.)
  • Form 1444 or Economic Impact Payment amount
  • Proof of child care expenses paid, including: provider's name, address and federal ID number
  • A copy of last year's federal and state returns, if available
  • Voided check or routing and account number for direct deposit of refunds
  • Form 1095-A if you obtained insurance through The Marketplace

Why does the Credit Union provide free tax preparation services?

One of our primary goals is to help improve the financial lives of our community residents. Through this program eligible taxpayers we can save money on tax preparation fees and help them avoid excessive interest for Refund Anticipation Loans.

Additionally, a significant number of people also fail to claim tax credits for which they are eligible, particularly the Earned Income Tax Credit (EITC). The Earned Income Tax Credit is the federal governments most effective antipoverty program for working households. Providing additional income through a refundable tax credit for people who work but do not earn high incomes. In 2018 these working family credits lifted an estimated 5.6 million people out of poverty, including about 3 million children.1

Through this program your credit union helps both individuals/families and the community we serve.

Last year alone UVA Community Credit Union’s volunteer sites prepared over 800 tax returns with an estimated economic impact of more than $1.6 million for our community.

Other Useful Tax Links:
Virginia Department of Taxation
IRAs
Financial Planning
Social Security Administration
District Office Social Security Administration

1Source: Center on Budget and Policy Priorities, Policy Basics: The Earned Income Tax Credit, Dec 10, 2019.

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