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

Information/Orientation Sessions for New Volunteers

New volunteers are needed to help prepare state and federal income tax returns as a free community service in the Greater Louisville area. Greeter, Preparer and other roles are also available.

Complete training is provided to enable registration as an IRS certified preparer. An introduction to the TaxSlayer software will occur in November, followed by formal classes in January. The actual service will be provided for about 10 weeks, beginning February 1.  Volunteers are expected to help for at least one four hour shift each week.

Those interested can register for an information/orientation session to be held November 6 @ 1:30.

To register, leave a message with your name, address, phone and email at 394-3443 or email LouTaxAide@gmail.com. Confirmation  and directions will then be sent via email.

See further details under additional tabs on this web site or call 394-3443 on Tuesdays.
 

IRS Tax Tip 2017-57  

What Taxpayers Can Do Now Before Filing Their Return in 2018

While taxpayers will not start filing their tax returns for a few months, there are a few things they can do to make the process easier next year. Here are two things that could affect the 2017 returns they will file in 2018.  

  • Report name changes. Recently married or divorced taxpayers who change their name should notify the Social Security Administration. They should also notify the SSA if a dependent’s name changed.  Taxpayers need to do this so that when the taxpayer files next year, the new name on the tax return matches A mismatch between the name shown on their tax return and the SSA records can cause problems in the processing of their tax return and may even delay their tax refund.
  • Renew Individual Taxpayer Identification Numbers. Taxpayers who use an Individual Taxpayer Identification Number should check to see if their number expired in 2016 or will expire this year. If so, and they need to file a return in 2018, they should apply now to renew their ITINto avoid certain disallowed tax credits and processing delays next year. Taxpayers who have not used their ITIN to file a federal return at least once in the last three years will see their number expire Dec. 31, 2017. Additionally, ITINs with middle digits 70, 71, 72 or 80 will also expire at the end of the year. Only taxpayers with expiring ITINs need to take any action. To renew an ITIN, a taxpayer must complete a Form W-7and submit required documentation. No tax return is required when submitting an application to renew.

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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