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Special Instructions

Software Developers (including developers acting as EROs) must consider the language / screens presented

to taxpayers when collecting data from them. For the Virginia specific section of the software, the Department’s

verbiage / scenarios for these specific items are provided to help avoid errors / delays for taxpayers’ returns.

1099-G / 1099-INT Electronic Option

Advise taxpayers to do the following when being asked about Form 1099-G / 1099-INT.

•

By checking this box, I understand the Virginia Department of Taxation will no longer mail the Form

1099-G / 1099-INT which is used when preparing the federal income tax return, if I itemize deductions

and receive a state income tax refund. I, or my tax preparer, will have access to the online Form 1099-

G / 1099-INT and must obtain the statement electronically each year from the Department’s secure

website

•

If you no longer want to obtain the statement electronically, you must contact the Department (phone,

fax or mail) to specifically request the change from electronic delivery to paper delivery.

Refunds

No references may be made to the previously supported debit card option.

The software must clearly state the turnaround times expected for these refund scenarios as set in the

Individual Income Tax instructions for tax year 2015.

•

Direct deposit refunds for e-filed returns = approximately 2 weeks

•

Paper check refunds for e-filed returns = approximately 3 weeks

•

Paper filed returns (ex. 760CG) with paper check or direct deposit refunds = approximately 8 – 9 weeks

Paying by Check

The software must provide the applicable payment voucher (Form 760-PMT or Form 760-PFF) when the

taxpayer opts not to pay the tax due e-filed return by direct debit or by credit card. Instructions for e-filed

returns must advise taxpayers to use the PO Box addresses for direct mailing to the Department instead of the

locality office.

Advise taxpayers to do the following when paying by check for their e-filed return.

•

Always use your payment voucher and mail it with your payment to the Virginia Department of Taxation

address on the voucher to ensure timely and correct posting to your tax account.

•

Do not mail your payment with a copy of the e-filed return to either the Department of Taxation or to

your Local Office, as this can cause a problem when posting the payment to your tax account.

Virginia Identity PIN

The software must:

•

Support the Virginia Identity PIN as a 7-digit alphanumeric value

•

Provide / display a way for taxpayers to provide their Virginia Identity PIN for the applicable tax year

•

Provide clear wording that the field is only required for taxpayers who are issued a Virginia Identity PIN

•

Clearly state that the Virginia Identity PIN is not the IRS Identity PIN

•

Advise that only 1 Virginia Identify PIN is required for joint filers, even if both filers are issued a PIN

•

Ensure professional software advises preparers to inquire with clients if a Virginia PIN was issued

Schedule ADJ

•

Do not provide / display the information for credit for Low Income / Earned Income Credit unless the

taxpayer claims the credit.

•

Do not populate credit information in the data elements unless the taxpayer claims the credit.

Electronic Signature Form VA-8453 – If the taxpayer opts to use the Electronic PIN method to sign the

return, the software must not provide the option to print the electronic signature form.

Individual Income e-File Guide – Tax Year 2015

Rev. 10/26/15

Page 5

Individual Income E-File Guide And Specifications Forms - Virginia Department Of Taxation - 2015 Page 6

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