Tax Resources

Important note: CCPLS can help you find information online, but cannot give you financial, legal, or medical advice. Please refer to official sources for additional assistance.

2023 TAX RESOURCES FOR CAMPBELL COUNTY RESIDENTS

When you’re getting ready to file, make sure you have the following:

• Current government-issued photo ID with address
• Social Security number or individual tax ID number (ITIN) for you and anyone else on your return
• Bank account and routing numbers to get a refund or pay by direct deposit (blank check)
• Your adjusted gross income (AGI) and exact refund amount from your last return
• If you e-filed last year, your self-select PIN
• If you were a victim of identity theft, your IP PIN
• Paycheck stubs (including unemployment benefit checks)
• Statements from banks, payment apps, or online marketplaces
• Documents from side jobs and self-employment
• Documents for credits or deductions (e.g. childcare expenses, home mortgage, health savings account contributions, retirement contributions, etc.)

How to File:

Visit IRS.gov. Under “File,” click on “How to File.”

File online (preferred)

Note: This doesn’t necessarily mean you’ll prepare it online; it just means that whoever is submitting your tax return does so online.

• Find a professional in your area and have them file your taxes. They’ll need to be an authorized e-file provider. Browse the directory by going to IRS.gov and searching for “Tax Professionals.”
• Use commercial tax prep software, which gets transmitted through IRS-approved electronic channels.
• Use a free Tax Return Preparation Site (see next page).
• If your adjusted gross income is $79,000 or less, use the IRS Free File tool.

If you use any of these e-file methods, you should receive your tax return about 3 weeks after the IRS receives it.

File through the mail

You can also mail the form back to the IRS. It’s taking the IRS 4+ weeks to process paper tax returns, so your refund will take even longer to arrive.

Where’s My Refund?

You can check the status of your 2023 income tax refund 24 hours after e-filing. (It can take a month or more if you file through the mail!) Go to IRS.gov/refunds to get started, or download the IRS2Go app. Check the status through the IRS before submitting a second tax return.

Only contact the IRS about your status if the “Where’s My Refund” tool directs you to.

Your refund might be delayed if your return needs corrections or extra review. If they need more information, the IRS will contact you by mail.

Assistance

IRS Taxpayer Assistance Centers are your source for personal tax help when you believe your tax issue cannot be handled online or by phone, and you want face-to-face assistance. These are by appointment only.

Lynchburg IRS Office

1101 Court St.

Lynchburg, VA 24504

434-209-6259

844-545-5640 (to make an appointment)

Monday-Friday 8:30 AM – 4:30 PM (Closed 11:30 AM – 12:30 PM for lunch)

Some available services include:

• Tax forms
• Account inquiries, solutions to tax issues, procedural inquiries
• Basic individual tax law assistance
• Identity Protection Personal Identification Number (IP PIN) Request
• Individual Taxpayer Identification Numbers and Form W-7
• Payments (no cash payments accepted)

AARP Foundation Tax-Aide provides in-person and virtual tax assistance to anyone, free of charge, with a focus on taxpayers who are over 50 and have low to moderate income. The service should run from February 1 to April 15.

For the most up-to-date information, call the AARP Membership Line @ 1-888-227-7669 or visit www.aarp.org/taxaide

Liberty University School of Law will host Volunteer Income Tax Assistance services free for qualifying individuals from Feb. 2 – Mar. 5, 2024. This will be at the School of Business Building. Call for additional information: 434-592-5300

Tuesdays & Fridays, 5:00-10:00 PM

Saturdays, 8:00 AM – 3:00 PM

School of Business Building

Liberty University (Main Campus)

State Tax Preparation Assistance is available at the Campbell County Commissioner of Revenue Office. Please bring a copy of your federal return and your W-2 forms. For more information, call 434-332-9518.

Campbell County Commissioner of Revenue Office

Citizen Services Building

85 Carden Ln.

Rustburg, VA 24588

8:30 AM – 4:00 PM (no appointment necessary)

Federal Tax Information

IRS live phone assistance is extremely limited at this time.

Visit irs.gov for more information.

Make less than $79,000 a year? You are eligible to use IRS Free File to electronically prepare your taxes. Visit IRS.gov/freefile for more information.

Still want a paper form?

• Campbell County Libraries will have a limited number of 1040 and 1040-SR instruction booklets and forms available, as supplies last. We can also print federal forms/instructions from the IRS website.
• Residents can also request that forms and instruction booklets get mailed to their home by visiting IRS.gov/orderforms or by calling 1-800-829-3676.

VA State Tax Information

e-File for FREE at www.tax.virginia.gov!

Still want a paper form?

• Paper forms and instruction booklets are available for download at www.tax.virginia.gov or limited amounts will be available at the Campbell County Commissioner of Revenue Office (85 Carden Ln., Rustburg – in the Citizen Services Building).
• Residents can request forms and instruction booklets to be mailed to them by calling the VA State Tax Customer Service Office at 804-367-8031, Mon-Fri, 8:30 AM – 5 PM (servicios disponible en español). To reduce your wait, contact them outside of:
  • 10 AM – 2 PM
  • All day Monday
  • Day after a holiday
• Campbell County Libraries can print state forms from the website.