News 1040_1

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

FOWLER NAMED DISTRICT COORDINATOR

Douglas Fowler has been named as District Coordinator for District 11 which includes Jefferson and Bullitt counties. In this role, he will oversee the services of volunteers in over a dozen locations in the metropolitan area.

He has experience as a district  coordinator and most recently has served as the Tax-Aide Metro Media Coordinator as well as the Local Coordinator  and Electronic Return Coordinator for the site located at the Central Government Center on Outter Loop.

Fowler, in turn, has named the following to the District Management Team: Dick Trowbridge-Administrative Coord; Roman Rusinek-Web Master;; John Emmerich-Senior Technology Coord; and Tom Ferguson-Training Coord.  Others will be added shortly.

We always are in need of more volunteers to broaden this free tax preparation service to low and moderate income residents with emphasis on serving seniors. Information/Orientation meetings will be available in late September and October for persons interested in being a volunteer.  For detailed information, leave a message at 502-394-3443 or email LouTaxAide@gmail.com.

 IRS Tax Tip 2017-21

Know Your Taxpayer Bill of Rights

Every taxpayer has a set of fundamental rights and the IRS has an obligation to protect them. The Taxpayer Bill of Rights groups the taxpayer rights found in the tax code into 10 categories. Know these rights when interacting with the IRS. A good way to learn about them is by reading Publication 1, Your Rights as a Taxpayer.

Below are the descriptions of each right, as listed in Publication 1:

  • The Right to Be Informed. Taxpayers have the right to know what to do in order to comply with the tax laws. They are entitled to clear explanations of the laws and IRS procedures on all tax forms, instructions, publications, notices and correspondence. They have the right to know about IRS decisions affecting their accounts and receive clear explanations of the outcomes.
  • The Right to Quality Service. Taxpayers have the right to receive prompt, courteous and professional assistance in their interactions with the IRS. They also have the right to be spoken to in a way they can easily understand, to receive clear and easily understandable communications from the IRS, and to speak to a supervisor about inadequate service.
  • The Right to Pay No More Than the Correct Amount of Tax. Taxpayers have the right to pay only the amount of tax legally due, including interest and penalties and to have the IRS apply all tax payments properly.
  • The Right to Challenge the IRS’s Position and Be Heard. Taxpayers have the right to raise objections and provide additional documentation in response to formal IRS actions or proposed actions. They also have the right to expect the IRS to consider their timely objections promptly and fairly and to receive a response if the IRS does not agree with their position.
  • The Right to Appeal an IRS Decision in an Independent Forum. Taxpayers are entitled to a fair and impartial administrative appeal of most IRS decisions, including many penalties and have the right to receive a written response regarding the Office of Appeals’ a decision. Taxpayers generally have the right to take their cases to court.
  • The Right to Finality. Taxpayers have the right to know the maximum amount of time they have to challenge an IRS position as well as the amount of time the IRS has to audit a particular tax year or collect a tax debt. Taxpayers have the right to know when the IRS has finished an audit.
  • The Right to Privacy. Taxpayers have the right to expect that any IRS inquiry, audit or enforcement action will comply with the law and be no more intrusive than necessary, and will respect all due process rights, including search and seizure protections and will provide, where applicable, a collection due process hearing.
  • The Right to Confidentiality. Taxpayers have the right to expect that any information they provide to the IRS will not be disclosed unless authorized by the taxpayer or by law. Taxpayers have the right to expect appropriate action will be taken against employees, return preparers, and others who wrongfully use or disclose taxpayer return information.
  • The Right to Retain Representation. Taxpayers have the right to retain an authorized representative of their choice to represent them in their dealings with the IRS. Taxpayers have the right to seek assistance from a Low Income Taxpayer Clinic if they cannot afford representation.
  • The Right to a Fair and Just Tax System. Taxpayers have the right to expect the tax system to consider facts and circumstances that might affect their underlying liabilities, ability to pay, or ability to provide information timely. Taxpayers have the right to receive assistance from theᅠTaxpayer Advocate Service if they are experiencing financial difficulty or if the IRS has not resolved their tax issues properly and timely through its normal channels.

Tax-Aide is looking for Volunteers

We are looking for compassionate and friendly individuals to join our volunteer team. Training is provided as well as support to help you learn new skills, and you will get a great feeling from helping those in need.

Volunteers fill a variety of roles:

Counselors work with taxpayers directly by filling out tax returns.  If you have no previous experience, you’ll get the training you need and will also receive IRS certification.

Client Facilitators welcome taxpayers, help organize their paper work, and manage the overall flow of service.

Technology Coordinators manage computer equipment, ensure taxpayer data is secure, and provide technical assistance to volunteers.

Leadership and Administrative volunteers make sure program operations run smoothly, manage volunteers, and maintain quality control.

Speak a second language? Bilingual speakers are needed in all roles, especially dedicated interpreters who can assist other volunteers.

Introductory and review training is provided for all volunteers beginning in November.  Detailed face-to-face classes will meet in January. All tests are “open book”. Much of the training is available “on line ” so internet access is needed by all volunteers.

Those interested in learning more can find general information at www.aarp-tax-aide-lou.org, via phone 502-394-3443 or via email to LouTaxAide@gmail.com. Persons outside the Louisville Metro area will be referred to their nearest District Coordinator.

From the IRS Newswire Issue Number:    IR-2016-51

Tax Time Guide: Check Refund Status Online With Where’s My Refund?

When Will I Get My Refund

WASHINGTON — The Internal Revenue Service  reminded taxpayers that they can quickly check the status of their tax return and refund through “Whereメs My Refund? on IRS.gov.

Taxpayers who have not yet received their refunds can use “Whereメs My Refund? on IRS.gov or on the smartphone application IRS2Go to find out about the status of their income tax refunds.

Initial information will normally be available within 24 hours after the IRS receives the taxpayer’s e-filed return or four weeks after the taxpayer mails a paper return to the IRS. The system updates only once every 24 hours, usually overnight, so there’s no need to check more often.

So far, taxpayers have used Where’s My Refund? more times this year, an increase of nearly 35 percent over last year at this time.

Taxpayers should have their Social Security number, filing status and exact refund amount when accessing Where’s My Refund?” Those without Internet access can access this tool by calling 800-829-1954, 24 hours a day.

IRS Tax Tip 2016-44

Tax Refund Offsets Pay Unpaid Debts

If you can’t pay your taxes in full, the IRS will work with you. Past due debts like taxes owed, however, can reduce your federal tax refund. The Treasury Offset Program can use all or part of your federal refund to settle certain unpaid federal or state debts, to include unpaid individual shared responsibility payments. Here are five facts to know about tax refund offsets.

1. Bureau of the Fiscal Service. The Department of Treasury’s Bureau of the Fiscal Service, or BFS, runs the Treasury Offset Program.

2. Offsets to Pay Certain Debts. The BFS may also use part or all of your tax refund to pay certain other debts such as:

    • Federal tax debts.
    • Federal agency debts like a delinquent student loan.
    • State income tax obligations.
    • Past-due child and spousal support.
    • Certain unemployment compensation debts owed to a state.

3. Notify by Mail. The BFS will mail you a notice if it offsets any part of your refund to pay your debt. The notice will list the original refund and offset amount. It will also include the agency that received the offset payment. It will also give the agency’s contact information.

4. How to Dispute Offset. If you wish to dispute the offset, you should contact the agency that received the offset payment. Only contact the IRS is your offset payment was applied to a federal tax debt.

5. Injured Spouse Allocation. You may be entitled to part or the entire offset if you filed a joint tax return with your spouse. This rule applies if your spouse is solely responsible for the debt. To get your part of the refund, file Form 8379, Injured Spouse Allocation. If you need to prepare a Form 8379, you can prepare and e-file your tax return for free using IRS Free File.

Health Care Law: Refund Offsets and the Individual Shared Responsibility Payment

While the law prohibits the IRS from using liens or levies to collect any individual shared responsibility payment, if you owe a shared responsibility payment, the IRS may offset your refund against that liability.

 

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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