Tax Assistance (AARP and FTP)


Updated as of 4/13/2022

THE UNITED WAY PLAZA (1005 TILLMAN STREET, 38112) WILL BE OPEN FOR PICK UP ONLY ON SATURDAY, APRIL 16, 2022 FROM 10AM-3PM; AND FROM 9AM-3PM FROM APRIL 18-20, 2022. THIS IS FOR PICK UP OF TAX RETURNS THAT HAVE BEEN DROPPED OFF AT ONE OF THE FTP SITES BEFORE APRIL 15TH ONLY! THIS SITE WILL ALSO OFFER EXTENDED POST TAX SEASON DROP OFF SERVICES, NO APPOINTMENT NEEDED, FROM MAY 25-JUNE 25, 2022 ON THURSDAYS (9AM-3PM), FRIDAYS (9AM-3PM), AND SATURDAYS (10AM-3PM).

NOTE: AS OF 3/21/22, all AARP Appointments at the Benjamin L. Hooks Library have been filled and the waiting list is full; please seek another tax assistance site.

NOTE: TAX FORMS, 1040/1040SR and their Instruction booklets, plus the Spanish Language forms have arrived at the Benjamin L. Hooks Central Library and are available on the first floor by the newspaper racks. Reproducible copies of forms have arrived and is on the 3rd floor. Check with the Business/Sciences Department on the 3rd floor for availability of previous year’s forms.

Call linc/2-1-1 for assistance

PLEASE CALL 2-1-1 (alternate numbers: 901-415-2790 or toll-free 855-354-4211) for information about free tax assistance 

Our helpful LINC/2-1-1 staff are available to assist you by phone:

  • Monday – Thursday, 9:00 AM – 8 PM;
  • Friday & Saturday, 10 AM – 6 PM; and
  • Sunday 1 PM – 5 PM.

IN CASE OF BAD WEATHER, WE ADVISE YOU TO CALL 2-1-1 TO SEE IF WE HAVE RECEIVED NOTICE OF LAST MINUTE CLOSINGS OR CHANGE IN SCHEDULE


COVID MEASURES

In 2022, due to COVID-19, procedures for tax help are still changed. Each site may have various registration requirements and procedures. The details are described below. All sites request that customers wear masks and follow other COVID-19 guidelines. 


TAX ASSISTANCE SITES

SHELBY COUNTY

Zip CodeAddressDates/TimesOrganizationRegistration
38017Collierville Burch Library
501 Poplar View Parkway
Collierville
February 1 – April 12

Tuesdays
10:00 am – 3:00 pm
AARPRegister Online
38018Cordova Branch Library
8457 Trinity Rd.
Cordova
Feb 3 – April 14

Thursdays
10:00 am – 3:00 pm; BY APPOINTMENT ONLY

AARPRegister Online
38018The New Olivet Baptist Church
10000 Woodland Hills Dr.
Cordova, TN
February 5 – April 14

Saturdays
10:00 am – 1:00 pm

(Times subject to change without notice due to activities, inclement weather or closures)
FTPDrop off forms and pick up at a later date.
38053Millington Public Library
4858 Navy Road
Millington, TN
January 29 – April 9

Saturdays
10:00 am – 3:00 pm
FTPDrop off forms and pick up at a later date.
38103University of Memphis Law School
1 North Front Street
Memphis, TN
February 16 – April 13

Wednesdays
4:00 pm – 8:00 pm

(Closed for Spring Break – March 9, 2022; closed on
holidays and for inclement weather)
FTPDrop off forms and pick up at a later date.
38104Church Health Center
1350 Concourse Ave, 3rd  Floor
Memphis, TN
March 21-April 15

Tuesdays ONLY
9:00 am – 4:00 pm

FTP / Impact AmericaCall 844-829-3786 FOR Appointment – INTERPRETER SERVICE AVAILABLE
38104

NOTE: FOR STAFF, PATIENTS AND PATIENTS’ VISITORS ONLY
Methodist University Hospital, Family Care Center, North Tower, First Floor
1265 Union Ave.
Memphis, TN
January 26 – April 13

Wednesdays
8:30 am – 11:00 am

February 7 – April 11

Mondays
3:00 pm – 7:00 pm
FTPNOTE: FOR STAFF, PATIENTS AND PATIENTS’ VISITORS ONLY

Drop off forms and pick up at a later date.
38105Methodist Le Bonheur Community Outreach
600 Jefferson Ave.
Memphis, TN
January 25 – April 14

Tuesdays and Thursdays
10:00 am – 2:00 pm
FTPDrop off forms and pick up at a later date.
38106Gaston Park Library –
1040 S Third Street
Memphis, TN
February 4 – April 1

Fridays
2:00 pm – 4:30 pm
FTPDrop off forms and pick up at a later date.
38107Oasis of Hope – Bickford Community Center
233 Henry Ave.
Memphis, TN
January 29 – April 9

Saturdays
10:00 am – 2:00 pm
FTPDrop off forms and pick up at a later date.
38108Hollywood Branch Library
1531 N. Hollywood St.
Memphis, TN
Drop Off: Friday, March 18
10:30 am – 1:00 pm

Pick Up: 
Friday, March 25
10:30 am – 1:00 pm
FTPDrop off forms and pick up at a later date.
38109South Branch Library
1929 S. Third St.
Memphis, TN
February 10 – April 14

Thursdays
10:00 am – 1:00 pm
FTPDrop off forms and pick up at a later date.
38111Benjamin L. Hooks Central Library
3030 Poplar Ave.
Memphis, TN
February 4 – April 8

Fridays
10:00am – 2:00 pm
By Appointment Only.
AARPAppointments FULL. Wait list FULL. Any additions to the wait list may not be accommodated.
38111Cherokee Branch Library
3300 Sharpe Ave.
Memphis, TN
Drop Off:
Friday, February 18
10:30 am – 1:00 pm

Pick Up:
Friday, February 25
10:30 am – 1:00 pm
FTPDrop off forms and pick up at a later date.
38112United Way Plaza
1005 Tillman St.
Memphis, TN
January 18 – April 15

Mondays
9:00 am – 2:00 pm
(CLOSED Monday, February 21, 2022)
Tuesdays
9:00 am – 2:00 pm
Wednesdays
9:00 am – 2:00 pm
Fridays
9:00 am – 2:00 pm
Saturdays
10:00 am – 2:00 pm
FTPDrop off forms and pick up at a later date.
38112Lester Community Center
317 Tillman Street
Memphis, TN
February 9 – April 13

Wednesdays
Noon – 3:00 pm

Saturdays
10:00 am – 2:00 pm
FTPDrop off forms and pick up at a later date.
38112

NOTE: For Deaf & Hard of Hearing ONLY
Bridges WEST
2655 Union Avenue Extended
Memphis, TN
March 18


Friday
10:00 am – 4:00 pm
FTPDrop off forms and pick up at a later date.
38112Binghampton Development Corp
280 Tillman St.
Memphis, TN
March 21-April 15

Mondays, Wednesdays and Fridays
9:00 am – 4:00 pm
FTP / Impact AmericaCall (844-829-3786) to make appointment – INTERPRETER SERVICE AVAILABLE
38114Orange Mound Community Center
2572 Park Ave.
Memphis, TN
March 21 – April 15

Thursdays
9:00 am – 4:00 pm

FTP / Impact AmericaCall 844-829-3786 FOR Appointment – INTERPRETER SERVICE AVAILABLE
38115Hickory Ridge Mall Super Site
6075 Winchester Rd.
Memphis, TN
January 19 – April 15

Mondays, Drop Off ONLY
10:00 am – 4:00 pm
Wednesdays, PICK UP ONLY
10:00 am – 4:00 pm
Thursdays, Drop Off ONLY
10:00 am – 4:00 pm
Fridays, PICK UP ONLY
10:00 am – 4:00 pm
Saturdays, Drop off ONLY
10:00 am – 4:00 pm
FTPDrop off forms and pick up at a later date.

(Right side of mall past the Gathering Place)
38116Southland Mall Super Site
1292 Shelby Dr.
Memphis, TN
January 17 – April 15

Mondays
3:00 pm – 7:00 pm
Tuesdays
10:00 am – 2:00 pm & 4:00 pm – 7:00 pm
Thursdays
10:00 am – 2:00 pm
Fridays
Noon – 7:00 pm
Saturdays
10:00 am – 6:00 pm
FTPDrop off forms and pick up at a later date.
38117Poplar-White Station Branch Library
5094 Poplar Ave.
Memphis, TN
Drop Off:
Friday, February 18
2:00 pm – 4:30 pm

Pick Up:
Friday, February 25

2:00 pm – 4:30 pm
FTPDrop off forms and pick up at a later date.
38118Parkway Village Branch Library
4655 Knight Arnold Rd.
Memphis, TN
Drop Off:
Friday, March 4

2:00 pm – 4:30 pm

Pick Up:
Friday, March 11

2:00 pm – 4:30 pm
FTPDrop off forms and pick up at a later date.
38118Porter-Leath Early Childhood Center -American Way
4207 American Way
Memphis, TN
February 8-April 12

Tuesdays
Noon – 4:00 pm
FTPDrop off forms and pick up at a later date.
38118

NOTE: For IRS Employees ONLY
Memphis Campus VITA Site
5333 Getwell Rd. Stop 14
Memphis, TN
January 20 – March 31

Mondays, Tuesdays, Wednesdays
2:30 pm – 5:30 pm
Thursdays
2:30 pm – 5:30 pm
FTPNOTE: IRS Employees ONLY

Drop off forms and pick up at a later date.
38119World Relief Memphis
5340 Quince Rd., Suite A
Memphis, TN
February 9 – March 30

Wednesdays
Noon – 4:00 pm
FTPDrop off forms and pick up at a later date.

SPANISH TRANSLATORS AVAILABLE
38122Su Casa Memphis
1302 Graham St.
Memphis, TN
February 3 – April 7

Thursdays
4:00 pm – 7:30 pm
FTPDrop off forms and pick up at a later date.

SPANISH TRANSLATORS AVAILABLE
38125East Shelby Drive Library
7200 E. Shelby Dr.
Memphis, TN
Drop Off:
Friday, March 4
10:30 am – 1:00 pm

Pick Up:
Friday, March 11
10:30 am – 1:00 pm
FTPDrop off forms and pick up at a later date.
38126Crenshaw Branch Library
531 Vance Ave.
Memphis, TN 
February 4 – April 1

Fridays
10:30 am – 1:00 pm
FTPDrop off forms and pick up at a later date.
38127Porter-Leath Early Academy – Frayser
3060 Baskin Street
Memphis, TN
February 8-April 14

Tuesdays, Thursdays
9:00 am – 11:00 am
FTPDrop off forms and pick up at a later date.
38127Word of Life Seventh Day Adventist Church
1215 Floyd Ave.
Memphis, TN
January 23 – April 12

Drop Off:
Tuesdays

4:00 pm – 6:00 pm

Pick Up:
Sundays

12:30 pm –2:30 pm
FTPDrop off forms and pick up at a later date.

*(Closed during inclement weather)
38127MLK Prep
1530 Dellwood Ave.
Memphis, TN
January 18-March 12

Tuesdays
Noon – 6:00 pm
Fridays
Noon – 6:00 pm
FTP / Impact AmericaCall 844-829-3786 for Appointment – INTERPRETER SERVICE AVAILABLE
38127Frayser CDC Super Site
3684 N Watkins St.
Memphis, TN
January 17 – April 14

Mondays
9:00 am – 5:00 pm
Tuesdays
1:00 pm – 6:00 pm
Wednesdays
Noon – 5:00 pm
Thursdays
Noon – 5:00 pm
Saturdays
9:00 am- 5:00 pm
FTPDrop off forms and pick up at a later date.
38128Raleigh Branch Library Super Site
3452 Austin Peay Highway
Memphis, TN
January 18 – April 14, 2022
(CLOSED February 21 & April 4, 2022)


Tuesdays
10:00 am – 4:00 pm
Wednesdays
10:00 am – 4:00 pm
Thursdays
10:00 am – 4:00 pm
Fridays
10:00 am – 4:00 pm
Saturdays
10:00 am – 4:00 pm
FTPDrop off forms and pick up at a later date.
38134Bartlett Public Library
5884 Stage Rd.
Bartlett, TN
Drop Off:
Friday, March 18
2:00 pm – 4:30 pm

Pick Up:
Friday, March 25
2:00 pm – 4:30 pm
FTPDrop off forms and pick up at a later date.

crittenden COUNTY

Zip CodeAddressDates/TimesOrganizationRegistration
72301West Memphis City Library
500 East Broadway
West Memphis, AR
February 5 – April 9

Saturdays 10:00 am – 2:00 pm
FTPDrop off forms and pick up at a later date.

DESOTO COUNTY

Zip CodeAddressDates/TimesOrganizationRegistration
38632The Hill@Hernando
1775 Memphis St.
Hernando, MS
January 19 – April 14

Drop Off:  Wednesdays
5:00 pm – 8:00 pm
Thursdays
5:00 pm -8:00 pm

Pick Up:  Saturdays
10:00 am – Noon
FTPDrop off forms and pick up at a later date.
38637M.R. Dye Horn Lake Library
2885 Goodman Rd.
Horn Lake, MS 
February 8 – April 8

Tuesdays & Fridays
10:00 am – 2:00 pm

CALL TO CONFIRM SCHEDULE (CLOSED Feb 22, Feb 25, March 22, March 25, April 12 & 15, 2022)
FTPDrop off forms and pick up at a later date.
38654Longview Heights Baptist Church
4501 Goodman Rd.
Olive Branch, MS
January 25 – March 17

Tuesdays & Thursdays
3:30 pm – 6:00 pm
FTPDrop off forms and pick up at a later date.

Or In Person Help
38676Tunica RC Irwin Public Library
1235 Kenny Hill
Tunica, MS
February 7 – April 13

Mondays & Thursdays
10:00 am – 2:00 pm

CALL TO CONFIRM SCHEDULE (CLOSED Feb 21, Feb 24, March 21, 24, 28 & 31, 2022)
FTPDrop off forms and pick up at a later date.
38671M.R. Davis Southaven Public Library
8554 Northwest Dr.
Southaven, MS
NOW CLOSED as of 4/13/22; February through tax season

Dates TBA

CLOSED ON LIBRARY HOLIDAYS
AARPCALL (662) 612-0386 FOR APPOINTMENT

FAYETTE COUNTY

Zip CodeAddressDates/TimesOrganizationRegistration
38068Fayette County Commission on Aging Senior Enrichment Center 
12615 S Main St.
Somerville, TN
February 3 – April 9

Thursdays
4:00 pm – 7:00 pm

Saturdays
10:00 am – 1:00 pm
FTPDrop off forms and pick up at a later date.

aarp details

AARP Foundation’s Tax-Aide program provides IRS-certified volunteers who provide FREE basic income tax return preparation with electronic filing to qualified individuals. The service is available to taxpayers with low and moderate income, with special attention to those age 60 and older. 

Tax filers are advised to register as early as possible for these sites as there is a limit to how many people can be seen at each site.

All AARP sites require an appointment to fill in tax forms and have their tax documents scanned. Apply at the website in late January or early February when the portal opens at https://taxaide.aarpfoundation.org. After applying for an appointment online, you will receive email instructions about needed documents to bring with you. 

AARP volunteers require an intake form to be filled out for the appointment, which will be available at the Central and Cordova Library Circulation Desks.


ftp details

The Free Tax Prep (FTP) program (formerly known as VITA) provided in our area by United Way of the Mid-South and Impact America offers FREE tax help to people of low and moderate income (household income $58,000 a year or less for United Way assistance, and $60,000 a year or less for Impact America assistance), people with disabilities, the elderly and people with limited English proficiency who need assistance preparing their own tax returns. IRS-certified volunteers provide free basic income tax return preparation with electronic filing to qualified individuals.  

Tax filers are advised to come early to the walk-in and drop off sites as there is a limit to how many people can be seen at each site each day. 

FTP Standard Sites

FTP sites sponsored by the United Way of the Mid-South are drop off sites only this year on a walk in, first-come, first-served basis. Documents will be reviewed and persons will be given a later date to come and sign and pick up their completed tax return.

Impact America Sites

Impact America sites require taxpayers to call for appointment first to receive in person assistance with their tax documents (844-820-3786).  United way will review the customer’s tax documents, return them, then let them know when they may expect to come back to sign and pick up their completed tax return to be submitted to the IRS. United way and Impact America also offer free online filing options as well.  See below for available sites, needed documents and more information.


General Filing Information

What is the tax filing deadline?

TAX FILING DEADLINE TO SUBMIT 2021 TAX RETURNS IS TUESDAY, APRIL 18, 2022.

The IRS usually begins accepting individual tax returns on the last Monday of January; this year it was January 24, 2022. 

What documents do I need to bring with me to get my taxes filed?

The IRS has prepared a list of documents needed by tax preparers:
https://www.irs.gov/Individuals/Checklist-for-Free-Tax-Return-Preparation

AARP and FTP tax preparers can prepare tax returns with the following forms:

  • Wages, salaries, etc. (Form W-2)
  • Interest Income (Form 1099-INT)
  • Dividends Received (Form 1099-DIV)
  • State Tax Refunds (Form 1099-G)
  • Unemployment Benefits (Form 1099-G)
  • IRA Distributions (Form 1099-R)
  • Pension Income (Forms 1099-R, RRB-1099, CSA-1099)
  • Social Security Benefits (Form SSA-1099)
  • Simple Capital Gain/Loss (Form 1099-B)
  • Sale of Home (Form 1099-S) limited
  • Self-employed Income (Form 1099-MISC) limited
  • Gambling Winnings (Form W-2G)
  • Cancellation of Debt (Form 1099-C) limited
  • Health Savings Accounts (Form 1099-SA) limited
  • Itemized Deductions limited
  • Education Credits (Form 1098-T)
  • Child Tax Credit
  • Earned Income Credit
  • ACA Statements (Forms 1095-A, B or C)

AARP and FTP tax preparers can NOT prepare tax returns with the following forms:

  • Schedule C with losses
  • Complicated Schedule D (capital gains and losses)
  • Form SS-5 (request for Social Security Number)
  • Form 4684 (casualty and theft loss)
  • Form 8606 (non-deductible IRA)*  AARP can assist with Part 1 of this form ONLY. 
  • Form 8615 (minor’s investment income)
  • Form SS-8 (determination of worker status for purposes of federal employment taxes and income tax withholding)
  • Parts 4 & 5 of Form 8962 (Premium Tax Credits)

What if I want to file my taxes myself online?
https://www.irs.gov/Filing/E-File-Options

If your household income is less than $69,000, you can also go to the My Free taxes site sponsored by United Way Worldwide and H & R Block to find free tax filing software:
http://www.unitedway.org/myfreetaxes/

If your household income is less than $60,000, you can also go to the Impact America SaveFirst Online site to file for free; this site also offers some limited phone assistance as well;  THE PORTAL IS SCHEDULED TO OPEN IN JANUARY 2022; YOU WILL HAVE TO DO THE TAXES YOURSELF, BUT IMPACT AMERICA STAFF CAN BE REACHED VIA EMAIL WITH ANY QUESTIONS: http://impactamerica.com/freetaxprep/

What if I’m not eligible for the free tax filing but need someone to file my taxes for me?
https://www.irs.gov/Tax-Professionals/Choosing-a-Tax-Professional

Where can I get the paper tax forms?

As of 3/11/2022, the Benjamin L. Hooks Central Library has received these multiple tax forms for distribution to the public:  Form 1040, Form 1040-SR (large print form for seniors) in both English and Spanish’ Schedules 1-3 and Schedule LEP and instructions for these forms.  We have also ordered one copy of Form 1132 – Reproducible Copies of Federal Tax Forms and Instructions, which will be available on the 3rd Floor for checkout to copy when it arrives from the IRS. 

The Business/Science Department on the 3rd floor of the library may have a few limited copies of some older year’s tax forms; as of 1/13/22, they had several of last year’s tax forms available; call 901-415-2734 to confirm what year’s tax forms they still have on the floor. 

Check with your local library branch to see if they have the paper forms. As of 2/11/22, the Bartlett Public Library had some paper forms (1040/1040SR) and their instruction booklets; call the library (901) 386-8968 to confirm availability.

The IRS is moving toward e-filing, and is moving away from the use of paper forms. In early 2022, the IRS will make forms for the 2021 tax year available on its website at https://www.irs.gov/Forms-&-Pubs . Note that there are also accessible tax forms and publications that can be downloaded or viewed online in text-only, Braille ready files, browser-friendly HTML, accessible PDF, and large print. Also, IRS eBooks for mobile devices are provided in the ePub format at that same site.

Following the most expansive tax law changes in 30 years, the IRS created a shorter, simpler Form 1040 for the 2019 tax season. The new Form 1040 replaced the current Form 1040 as well as the Form 1040A and the Form 1040EZ. This same form with 3 schedules will be used in 2021, plus a new large print version of the 1040 form for Seniors (FORM 1040-SR).

The new Form 1040 uses a “building block” approach, in which the tax return is reduced to a simple form. That form can be supplemented with additional schedules if needed. Taxpayers with straightforward tax situations would only need to file this new 1040 with no additional schedules.

A limited number of a very few tax forms — 1040, schedules for the new 1040 form, 1040-SR form and the instructions for those forms (as well as one copy of Form 1132 – Reproducible Copies of federal Tax Forms and Instructions to be checked out on the 3rd Floor) – will be made available from the IRS for distribution through public libraries in early 2022 AS SOON AS THEY ARE SENT BY THE IRS.  Customers may also be able to make copies of other needed paper tax forms through asking for assistance at the public service desk. Librarians will let you know if a reference copy of the form you need is available for copying, or if you will need to print it from the IRS website.  Copies of the most popular forms will be available for copying at the Central Library (Business/Sciences desk on third floor).  Copies may also be available at library branches; call the branch ahead of time to confirm availability.

Where do I send my paper tax forms?
Tennessee:  https://www.irs.gov/filing/tennessee-where-to-file-addresses-for-taxpayers-and-tax-professionals

Arkansas: https://www.irs.gov/filing/arkansas-where-to-file-addresses-for-taxpayers-and-tax-professionals

Mississippi: https://www.irs.gov/filing/mississippi-where-to-file-addresses-for-taxpayers-and-tax-professionals

How can I get a copy of my tax return?
Tax preparers at the AARP and FTP sites will provide tax filers a copy of their tax return once it is completed and submitted.  If you need a replacement copy, you will need to go back to the site where your 2019 taxes were filed.  AARP sites can also provide tax filers a copy of their 2018 returns IF the return was filed at that particular site.

Tax filers can also order copies of tax returns and transcripts of tax returns from the IRS.   For information on ordering copies of tax returns from the IRS, see https://www.irs.gov/uac/about-form-4506    Note that there is a $50 charge for each return and the IRS says they can take up to 75 days to process such requests.

The IRS can also provide a Tax Return Transcript for many returns free of charge.  The transcript provides most of the line entries from the original tax return and usually contains the information that a third party (such as a mortgage company) requires.  See Form 4506-T, Request for Transcript of Tax Return, on the IRS website, or you can request transcripts by phone (1-800-908-9946) or mail.   For more information, see  https://www.irs.gov/individuals/tax-return-transcript-types-and-ways-to-order-them .

How can I contact the IRS?

For general tax information, call 1-800-829-1040.  For information about the status of your tax refund, go to https://www.irs.gov/Refunds .  You will need to provide your social security number, filing status and amount of refund.

The IRS Where’s My Refund? link at  https://www.irs.gov/refunds and the IRS2Go app will be updated with projected deposit dates for early EITC and ACTC refund filers, (this year EITC refunds will not be available until late February 2020); usually toward the end of February.  Taxpayers will not see a refund date on Where’s My Refund? or through their filing software until then.

IF you are not waiting for EITC or ACTC refunds and it has been more than 21 days since you filed your taxes electronically (or someone else did so electronically for you), OR it has been more than 6 weeks since you mailed your paper return, you can call 1-800-829-0922 to check on the status of your refund.

The Memphis office is located at 22 North Front Street in the Falls Building and is generally open Monday – Friday, 8:30 Am – 4:30 PM. NOTE: DUE TO COVID-19, THIS SITE NOW REQUIRES AN APPOINTMENT; NO WALK INS ACCEPTED.  IRS staff do NOT provide free tax preparation assistance.  Here is a list of the services available at that office: https://www.irs.gov/uac/Services-Provided-FOUR

Many tax-related questions are answered on the IRS website at https://www.irs.gov/