Serving Bullitt and Jefferson counties in Kentucky and Clark, Floyd, and Harrison counties in Southern Indiana.
AARP Foundation Tax-Sites Now Open
Sites will begin opening on February 1 and continue through April 15. Phone service to provide locations and hours is available daily, Mon-Fri 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.
The service is intended primarily for seniors and those with low-moderate income, (typically under $60,000). See the FAQs and Hints tabs for addition details regarding typical questions and responsibilities of tax payers.
Persons with REIT’s (Real Estate Investment Trusts) and/or Mutual Funds should wait until mid-March since many such investors will likely receive corrected 1099’s up until that time and can avoid having to make an additional trip to file an amended return.
Eleven regular sites will provide at least weekly service as shown under the “Sites” tab. Three major changes have occurred since last season:
Limited service will also be provided at three additional temporary sites: the Downtown Branch Library, Goodwill and the Center for Accessible Living.
This free service is a co-operative effort by the IRS and the AARP Foundation.
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.
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:
(502) 564-1600 (Automated Line)
(502) 564-4581 (Live Representative)
You will need you Social Security number and the exact amount of the refund.
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.
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 firstname.lastname@example.org. 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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