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Serving Bullitt and Jefferson counties in Kentucky and Clark, Floyd, and Harrison counties in Southern Indiana.


Taxpayer Information and Responsibilities

Welcome to an AARP Foundation Tax-Aide site. The sites are staffed with AARP Foundation Tax- Aide volunteers that have been trained and are certified by the IRS to prepare a range of individual income tax returns. Please take a moment to read the following information which will ensure a smooth process for both you and the volunteers at the site:

1. You are responsible for the accuracy of your return. Our volunteers do not provide legal or financial advice. Our job is to assist you to complete and file your federal and/or state tax return. We are not permitted to provide advice, such as how you can reduce your tax responsibility or handle other financial responsibilities. You may need to consult with a paid tax professional or financial advisor if you have questions that we cannot answer.

2. There are some types of returns that we cannot assist you with. Some taxpayers have situations that require a tax form that is outside the scope of our program, our training and the IRS certification. Please review the poster which is available at the site for a list of circumstances which are deemed “out of scope” for this program. Additionally, even if the return does fit within the allowable scope of our assistance, a volunteer may need to decline to assist you if your return is beyond the comfort level of their experience. If you have any of those situations, then this site will not be able to prepare your tax return, even if this site has done so in the past. If you have a question about whether your return is out of scope, ask a volunteer so that you do not have an unnecessary wait. Please do not ask that a volunteer make an exception in your case. 

We can prepare:

  • 1040 with Schedules A, B and D
    Schedule C if no employees, no inventory, no losses or depreciation or expenses for business use of home, etc.
  • Schedule EIC and EIC Worksheets
  • 1099-MISC (box 7 nonemployee compensation is  reported on Schedule C/CEZ)
  • 1099-MISC (box 1 or 2 —rents, royalties, reported on  Schedule E with no expenses, depreciation)
  • 1099-MISC (box 3 other income is reported on  1040 Line 21)
  • 1040-ES (Estimated Payments)
  • 2441 (Child & Dependent Care)
  • 5405 (Repayment of FTHBC)
  • 8283, Section A, Part 1—noncash contributions to   charity exceed $500 but are less than $5,000
  • 8606 (Nondeductible IRA) Part 1
  • 8880 (Qualified Savings Credit)
  • 8812 (Additional Child Tax Credit)
  • 8863 (Education Credits)
  • 8949 (Sale or Disposition of Assets)
  • 9465 (Installment Agreement)
  • 8379 (Injured Spouse)
  • 1040X (Amended Returns, if trained in the tax year   being amended)
  • Schedule K-1 that provides information only for interest, dividends & capital gain distributions & royalties (Schedule B, D, E)
  • Cancellation of Mortgage Debt—1099-A and/or1099-C and Form 982, if extended, trained and certified*
  • Health Savings Accounts—1099-SA and  Form 8889, if trained and certified*

We cannot prepare:

  • Schedule C (Business Profit and Loss) if a loss or if expenses exceed $25,000
  • Complicated Schedule D without proper paperwork (Capital Gains and Losses)
  • Schedule E (Rental Property) with expenses, including depreciation (exception: returns for military members only, prepared  by a counselor who has been certified to do military returns provided another military certified counselor is available to quality review the return)
  • Schedule F (Farm Income)
  • 2106 (Employee Business Expenses)
  • 3903 (Moving Expenses)
  • 8615 (Minor’s Investment Income)
  • Portions of Schedules A and B that are not included in our training
  • Schedule K-1 that involves depreciation or deductible expenses
  • Other rental income or business income

HSA: Only counselors who have been certified on this module may prepare returns containing HSA.

3. The Client Intake form must be fully and accurately completed before your return can be started. Please let us know if you have questions or need assistance completing the form. If you do not have required documentation for an exemption, deduction or tax credit then you will need to return when you have it available for the volunteer to review. All relevant tax records are required to prepare an accurate tax return.

4. Taxpayers will be called for assistance in the order listed on the sign-in sheet, or appointment (if applicable at the site). Exceptions will be made if the circumstances of the return provide that a specific volunteer is more appropriate to prepare the return accurately or expeditiously. AARP members are not given preference over non-members.

5. If you have a joint return, it will require the signature of both spouses. If your spouse is not present at the site, then you will have to obtain your spouse’s signature before the return can be e-filed.

6. Once your return is prepared it will be given a quality review by a second trained and certified volunteer in order to ensure that it is thorough and accurate. Although this may require you to have an additional wait, this quality review service is done for your benefit to ensure that you receive the best service that we can provide.

7. You can expect our volunteers to treat you in a courteous and professional manner. In return, our volunteers expect you to treat them with courtesy as well. Anyone who becomes disruptive will be asked to leave without having his or her return prepared. Failure to comply when requested to leave the site may result in the police being contacted.

8. Feel free to let us know if you have comments, questions or concerns about your return or your experience at this site. If you need to contact us after this site has closed at the end of the tax season, you should contact AARP at: 1-888-687-2277 or 1-800-424-2277 (toll-free) or send an email to: Taxaide@aarp.org . Please do not try to contact any volunteer counselors at their home or outside of this site.

9. Wait until mid-March if your return includes income for mutual funds or REIT’s, there are often one or more corrected 1099’s issued

In order to assist the volunteer in accurately and completely preparing your return, please be sure you have the following documents with you:

Required documents in order to have return started:

Government issued photo ID’s for taxpayers. Social Security Cards or comparable documentation for you, your spouse (if applicable) and all dependents.

Income related documents: Forms W2, Unemployment compensation statements, SSA 1099, 1099R, and other 1099 forms showing home mortgage interest or other income.

Expense related documents: Checks and forms showing federal and state taxes paid, 1098 forms, documentation of medical, dental, charity, or business expenses, any vehicle and property taxes, and mortgage interest paid. Receipts for expenses need to be in reasonable order and legible.

Brokerage statements or other documentation showing the cost basis (purchase price) and date purchased for all securities or property sold or transferred during the tax year.

A check with your name printed on it for direct deposit/debit of any refund/balance due. A check in your checkbook is acceptable. A canceled check is not required. Deposit slips are not acceptable.

Other helpful documents to bring:

Please provide a copy of your last year’s tax return. The data on the last year’s return is needed to complete the new tax return if you had itemized deductions the previous year and received a refund or have a capital loss carry forward.

If you receive a pension or annuity from a former employer, please bring the date that you began to receive payments. (In some cases, this is required)

Be sure to bring any tax forms related to your health insurance, i.e. 1095-A, B, or C.

Due Date of Return

The due date for the US Individual Income Tax Return for Tax Year 2017 is April 15, 2018.

WHO AND HOW TAX-AIDE VOLUNTEERS CAN HELP

AARP Foundation Tax-Aide helps low-and moderate income taxpayers (moderate income is generally considered to be an adjusted gross income (AGI) of less than $60,000), with special attention to those 60 and older.

Volunteers are trained to assist in filing tax forms and certain schedules, including Form 1040, and certain schedules and forms. Taxpayers with complex tax returns or if the Counselor feels they do not have adequate training or knowledge are advised to seek paid tax assistance or from another counselor who is qualified to do the return. Under the Volunteer Protection Act, AARP Foundation Tax-Aide volunteers must stay in the scope of the program and do returns that they have received training.

Advantages of E-Filing

It’s the fastest, easiest and most convenient way to file you income tax return.

Specific advantages include the following:

    Refunds can be received in as little as 8 days using electronic direct deposits

    Payments can be deferred until the filing deadline

    Receipt of the return is acknowledged by the IRS & KDOR

    Mathematical error are virtually eliminated

    When eligible, the PIN signature eliminates the need to file any paper

    E-Filing is a FREE service of AARP Tax-Aide

    Taxpayers receive a printed copy of their return for their records

Note: There are some limited circumstances that still require a traditional paper return to be filed.

Traditional Paper Returns

Traditional paper returns can be prepared on a very limited basis by AARP Tax-Aide Counselors.
 

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