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Individual FAQs

Most Frequently Asked Questions

What is the due date for my Virginia income tax return?

The due date for your Virginia income tax return is May 1. If the due date falls on a Saturday, Sunday or legal holiday, you may file your return on the next business day. The United States Postal Service postmark is used to verify the date your return is mailed. If you are a fiscal year filer, your return is due the 15th day of the fourth month, following the close of your fiscal year.

How can I check on my refund?

On this website, you may check the status of your refund at Online Filing even if you did not file using Online filing. Or if you have a touch-tone phone, you may use our Tele-Tax service to check the status of your current tax refund. The Tele-Tax service is available by dialing (804) 367-2486. If you filed your return electronically, or used Internet filing options, your refund should be processed within 15 days. If you filed a paper return, please wait four weeks from the date you filed your return before contacting a service representative. Be sure to have a copy of your tax return available, since you will need to know the first social security number that appears on the return and the amount of the expected refund. If you have questions concerning a refund from a prior year, or other refund questions, please contact our Customer Services Section at (804) 367-8031 Monday thru Friday, except holidays, from 8:00 a.m. to 5:00 p.m.

Where can I obtain Virginia tax forms?

You may download forms and instructions from this web site. Or you may contact your local Commissioner of the Revenue, Director of Finance or Director of Tax Administration. You can also request forms and instructions by Fax, by calling (804) 367-2486 and choosing option 3. You can request forms and instructions from our Forms Department by calling (804) 440-2541. You may also wish to try paperless filing, using our free iFile online filing service.

Where should I mail my return?

The mailing address for your income tax return is found on the back cover of the Virginia Individual Income Tax Instruction booklet and on this web site at "Where to File".

Can I pay my taxes by credit card?

Official Payments is a third party credit card vendor that The Department of Taxation has partnered with to enable customers to pay individual income taxes over the Internet (or telephone) . If you owe taxes and wish to pay by credit card, call Official Payments at 1-800-2PAY-TAX or visit their web site at https://www.officialpayments.com/. The jurisdiction code for Virginia is 1080. A convenience fee will be charged by Official Payments for this service. The convenience fee is $1.00 for payments up to $40.00 and 2.5% for payments greater than $40.00. Official Payments accepts Visa, Mastercard, Discover, and American Express.

How long am I required to keep my state tax returns?

You should keep your tax records for at least three years from the due date of the return or the date the return was filed, whichever is later. If the Internal Revenue Service requires you to keep your federal records for a longer period, keep your state records for the same period of time.

Why do I have to file a return, if I am due only a small refund?

Virginia law requires that you file an individual income tax return if your Virginia adjusted gross income is over the minimum filing threshold. Unless you file a return, we have no way of knowing whether you owe tax, which could result in you receiving a nonfiler notice.

Will I be penalized if I am due a refund, but my return is filed late?

No, there is no penalty assessed if you are due a refund, even if you file your return after the due date. However, you must file a return within three years of the original due date in order to claim your refund.

What documentation do I need to prepare my Form 760?

Generally, you will need a copy of your completed federal income tax return (Form 1040, 1040A or 1040EZ), any supporting federal schedules (A, C, D, E, F), your W-2 wage forms and 1099 income forms showing Virginia tax withheld, Virginia Schedule ADJ and Virginia Schedule CR. If you are claiming a credit for taxes paid to another state, you will need a copy of that state's completed tax return.

What is the procedure for changing my address?

You may send us a letter providing your social security number, old address, new address, and your signature to: Department of Taxation, Office of Customer Services, Post Office Box 1115, Richmond, Virginia 23218-1115, or fax your request to (804) 254-6113. If you move to a new address after filing your return, but before you receive your refund, be sure to file a change of address with your former post office so your refund or any correspondence from the department can be forwarded to you.

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Preparing Your Return

Why do I need to write the first four letters of my last name on the front of the Form 760?

The abbreviated last name field will be used to speed the processing of your return.

Why do I need to put a locality code on my return?

Local school funding is allocated based in part on the locality information reported on the Virginia Income Tax returns. The three-digit locality codes can be found on the back cover of the Virginia Individual Income Tax Instructions and on this website at "Where to File".

Why is there a bar code at the top of my return, when I print it from a software program?

This is a scannable code that allows data on your return to be "read" using high-speed optical imaging processors. As the data is read, it enters Taxation's automated processing system.

Do I need to attach Schedule C to form 760?

Yes. If you filed federal schedule C, profit or loss from Business, fill in the appropriate oval and attach a copy of federal Schedule C. If you are using certified software to complete your Virginia individual income tax return and have completed Schedule FED (which contains Schedule C information), you will not be required to attach federal Schedule C.

If my tax preparer signs my return and I fill in the oval, will the Tax Department be authorized to talk to him/her without a Power of Attorney?

Yes. For many years the Department of Taxation required that a Power of Attorney be submitted to authorize our employees to discuss an individual's return with a tax preparer. As over 50 percent of individual income tax filers use a professional preparer, we added this feature to Form 760 beginning with taxable year 2000 to make it easier for your preparer to contact us to resolve any questions about your return.

How do I assemble my return?

Attach W-2 and 1099 forms with a single staple at the left center of page 1 of the return. Staple any checks to the left of page 1, just below the W-2 and 1099 forms. Staple the return along with all other forms and attachments together in the upper left hand corner.

How do I amend my Virginia return if I discover an error?

Complete a new return using the corrected figures, as if it were the original return. Do not make any
adjustments to the amended return to show that you received a refund or paid a balance due as the
result of the original return.  Remember to fill in the oval labeled "Amended Return" on the front of Form 760 under SPECIAL FILING CIRCUMSTANCES.

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Last Updated  4/8/2009 9:42



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