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

AARP Foundation Tax-Sites & Volunteers Preparing for New Season

January finds almost 500 faithful and dedicated KY Tax-Aide volunteers preparing for the new tax season, prepping their sites, opening new sites and expanding the hours of service for the 2019-20 tax season. Early classes began in November and go into high gear in January. Almost 200 will be providing free service in about 20 sites in the Louisville Metro area, including southern Indiana as well as Jefferson and Buillitt counties in KY. See a detailed list under the “Sites” tab and find sites across the USA via a link following the local area list.

All counselors are attending classes to renew and upgrade their skills to be certified by the IRS as advanced level preparers. Each return will be carefully reviewed by a second certified counselor to insure top quality service. Each return is ultimately the responsibility of the tax payer who must provide full and complete information needed for the return.

Sites will begin opening on February 1 and continue through April 15. Phone service to provide locations and hours will be available daily, Mon-Fri beginning Jan 23 by calling 502-394-3443 from 9:00 AM – 1:00 PM. Sites do not take reservations but generally provide service on a first-come, first-serve unless the return or situation needs special handling.

This free service is a co-operative effort by the IRS and the AARP Foundation.

 

IRS Tax Tip 2019-179

New publications help taxpayers get ready and stay ready for tax filing season

With the tax filing season almost here, taxpayers should check out two new I RS publications available on IRS.gov. These publications can help people get prepared to submit their tax returns and stay organized with tips for year-round tax planning.

Publication 5348, Get Ready to File
This publication provides helpful filing information and resources on:

  • Electronic filing options
  • Tax refunds
  • Withholding
  • Estimated tax payments
  • Credits and deductions
  • Data protection

Publication 5349, Year-round tax planning is for everyone
Life changes can affect taxpayers’ expected refunds or the amount of tax they owe. These changes include things like employment status, marital status and financial gains or losses. Publication 5349 provides tips on developing habits throughout the year that will help make tax preparation easier. This resource also includes a checklist of items taxpayers should have on hand when filing their tax return.


Editor’s Note:

  • AARP Foundation Tax-Aide has free tax preparation assistance across the country.  Look under the “Sites” tab for local as well as sites in all 50 states.

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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