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

Many options available for preparing a 2018 tax return

For taxpayers who filed paper returns in the past and are concerned about changes to popular tax forms, 2019 may be the year to e-file. Whether self-prepared, completed by a tax professional or with the help of a volunteer at a community tax help site, using tax software is convenient, safe and a secure way to prepare and e-file a tax return.

Free tax preparation

More than 70 percent of taxpayers qualify for free tax software through IRS Free File. This special service isı available only on IRS.gov or through the IRS2Go ımobile app. The app allows taxpayers to use a smartphone or tablet to prepare and file their tax returns.

IRS Free File lets taxpayers who earned less than $66,000 prepare and e-file a return for free. Go to IRS.gov and click on the ‘File’ tab for options for using commercial tax software. Those who earned more than $66,000 are still eligible for Free File Fillable Forms, the electronic version of IRS paper forms.

Free tax preparation and e-filing by IRS-certified volunteers is available at thousands of Volunteer Income Tax Assistance and Tax Counseling for the Elderly (VITA and TCE) sites nationwide. VITA offers free tax return preparation to taxpayers who generally earn $55,000 or less. The TCE program is mainly for people age 60 or older and focuses on tax issues unique to seniors. AARP Tax-Aide participates in the TCE program and helps any qualified taxpayer who needs assistance.

  • To find the closest VITA site, visit IRS.gov and search for “VITA” or call 800-906-9887.
  • To locate the nearest AARP Tax-Aide site, visit aarp.org or call 888-227-7669.

Paid tax preparers

Paid tax return preparers include enrolled agents, certified public accountants, and attorneys, as well as others without a professional credential who provide outstanding and professional tax service. All paid tax preparers must have a Preparer Tax Identification Number, or PTIN. Paid preparers must sign the return and include their PTIN. The IRS offers tips to help taxpayers choose a tax return preparer wisely.

The IRS urges taxpayers to avoid dishonest preparers. Common warning signs of an unscrupulous preparer include only taking cash payments, basing the fee on the size of the tax refund or not signing the tax return. A “ghost preparer” may include fake claims to get a larger refund but makes the return appear to be self-prepared. The IRS stresses that by signing the return, the taxpayer becomes legally responsible for its accuracy, no matter who prepared it.

 

Here are steps taxpayers can take now

Gather documents
The IRS urges all taxpayers to file a complete and accurate tax return by making sure they have all the needed documents before they file their return. This includes their 2017 tax return and:

  • Year-end Forms W-2 from employers,
  • Forms 1099 from banks and other payers and
  • Forms 1095-A from the Marketplace for those claiming the premium tax credit.

Taxpayers should confirm that each employer, bank or other payer has a current mailing address or email address. Typically, these forms start arriving by mail – or are available online – in January. Check them over carefully, and if any of the information shown is inaccurate, the taxpayer should contact the payer right away for a correction.

Taxpayers should keep a copy of any filed tax return and all supporting documents for at least three years. Also, taxpayers using a software product for the first time may need the adjusted gross income amount from their 2017 return to properly   e-file their 2018 return.

Choose e-file and direct deposit for a faster refund
Electronically filing a tax return is the most accurate way to prepare and file. Errors delay refunds, and the easiest way to avoid them is to e-file. Using tax preparation software is the best and simplest way to file a complete and accurate tax return. The software guides taxpayers through the process and does all the math. Combining direct deposit with electronic filing is the fastest way for a taxpayer to get their refund. With direct deposit, a refund goes directly into a taxpayer’s bank account. They don’t need to worry about a lost, stolen or undeliverable refund check.      Edited from IRS Tax Tips

 

NEED HELP?

Tax-Aide offices are open February 1 - April 15.  Tax-Aide does not have copies of your return – see below for further information.

For assistance in the interim, please contact your local IRS or State Department of Revenue office.  Their address and phone numbers are listed in the blue pages of the phone book.

Taxpayer Advocate Service operates independently of all other IRS Offices and reports directly to Congress. It protects taxpayers’ rights and ensures that all taxpayers are treated fairly, and that they know and understand their rights under the IRS’s Taxpayer Bill of Rights.  For additional information, go to taxpayeradvocate.irs.gov or contact the Louisville office at 502-912-5050 or 877-777-4778.


Where’s my KY Refund?

If several weeks have passed since you filed your KY return and you haven’t received your refund, you can check about the status in any of three ways:

www.revenue.ky.gov

(502) 564-1600 (Automated Line)

(502) 564-4581 (Live Representative)

You will need you Social Security number and the exact amount of the refund.


Copies of Prior Year Returns

Back copies of previously-filed tax returns and all attachments, including Forms W-2, can be requested by filing Form 4506, Request for Copy of Tax Return.  Alternatively, transcripts showing most line items on these returns can be ordered on-line, by calling 1-800-908-9946 or by using Form 4506T-EZ, Short Form Request for Individual Tax Return Transcript  or Form 4506-T, Request for Transcript of Tax Return


Like To Volunteer?

To learn more about volunteering with the AARP Foundation Tax-Aide, check out the rest of the web site and then register on the “Contacts” tab. Most volunteers are involved for only the 10-11 week tax season each year – a great short-term commitment!

You may prefer to call 502-394-3443 or e-mail loutaxaide@gmail.com.  Your contact will then be referred to the District Coordinator in your area of KY or Southern Indiana.  Out of state inquiries will be forwarded to the appropriate state leaders for further contact and information.

 

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