Scope

*** Scope Delays *** Due to the Covid-19 pandemic, we are asking taxpayers with more complicated tax situations to delay their appointments...

Please come after 3/15/21 if you itemize deductions, receive an education credit, or have an ACA premium credit (Marketplace Insurance).

Please come after 4/1/21 if you have capital gains/losses on a brokerage statement, have self-employed business income (including Uber, Lyft, Doordash etc.), need an amended return or need past tax years prepared.

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 CAN'T do.

We can't prepare returns with:

1. Self-employment if there are employees, losses, expenses that exceed $35,000, depreciation, business use of home, 1099 filing requirements or other complicating factors.

2. Hobby income or other activities not for profit.

3. Complicated capital gains/losses, such as futures or options.

4. Complicated Schedule K-1.

5. Rental income, except land-only rentals or rentals of personal residence less than 15 days.

6. Royalty income with expenses if not from self-employment.

7. Tax of a child's investment and other unearned income (kiddie tax).

8. Farm income or expenses.

9. Moving expenses.

10. Some investment income or itemized deductions that are not included in our training.

11. Alternative Minimum Tax, Additional Medicare Tax, or Net Investment Income Tax.

12. Foreign financial asset reporting requirements.

13. State returns outside of Virginia (except to claim a refund for state taxes withheld in error)

14. Partial-year state returns

Click here to download our complete scope document. (You do not have to sign in to OneDrive to download)