TaxAide - Scope

The Volunteer Protection Act requires that our volunteers stay within the scope of tax law and policies set by the IRS and AARP Foundation. Below you will find a list of things our Tax-Aide Volunteers CANNOT do.

We CAN NOT prepare returns with:

Federal:
- Self-employment if there are employees, losses, expenses that exceed $35,000, depreciation, business use of home, 1099 filing requirements, or other complicating factors.
- Hobby income or other activities not for profit.
- Complicated capital gains/losses, such as futures or options.
- Complicated Schedule K-1.
- Rental income, except land-only rentals or rentals of personal residence less than 15 days.
- Royalty income with expenses if not from self-employment.
- Tax on a child's investment and other unearned income (kiddie tax).
- Farm income or expenses.
- Moving expenses.
- Some investment income or itemized deductions that are not included in our training.
- Alternative Minimum Tax, Additional Medicare Tax, or Net Investment Income Tax.
- Foreign financial asset reporting requirements.
- Bitcoin or Crypto Currency transactions.
State:
- State returns outside of Virginia (except to claim a refund for state taxes withheld in error)
- Partial-year Virginia returns

Click here to download our complete scope document.

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