Tax Assistance (AARP and FTP)


TAX ASSISTANCE 2021

TAX FILING DEADLINE TO SUBMIT 2020 TAX RETURNS IS THURSDAY, APRIL 15, 2021

The IRS usually begins accepting individual tax returns on the last Monday of January.  As of 1/14/2021, the Benjamin L. Hooks Central Library has ordered from the IRS, but still not received, multiple copies of these paper tax forms for distribution to the public:  Form 1040, Form 1040-SR (large print form for seniors) 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.

 

NOTE:  IN 2021, DUE TO COVID-19, PROCEDURES FOR TAX HELP HAVE CHANGED; ALL SITES REQUIRE THAT CUSTOMERS WEAR MASKS AND FOLLOW OTHER COVID-19 GUIDELINES.  ALL AARP SITES REQUIRE AN APPOINTMENT TO FILL IN TAX FORMS AND HAVE THEIR TAX DOCUMENTS SCANNED; APPLY AT THE WEBSITE AFTER JANUARY 22, 2021 http://aarp.org/taxaide; FTP OR VITA 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; AND IMPACT AMERICA SITES REQUIRE TAXPAYERS TO CALL FOR APPOINTMENT FIRST TO BRING IN THEIR TAX DOCUMENTS (844-820-3786). BOTH UNITED WAY AND IMPACT AMERICA WILL SCAN 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.

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 – Friday, 9 AM – 6 PM and  Saturday, 11 AM – 3 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 SCHEDULE

Updated as of 1/14/2021

 

How can I get help filing my 2020 taxes?

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.  This year, the AARP sites require taxpayers to make an appointment at their website http://aarp.org/money/taxes/aarp_taxaide beginning January 22, 2021 on a walk-in basis, first come/first served, without regard to age.  Tax filers are advised to register early as possible for these sites as there is a limit to how many people can be seen at each site.

The Free Tax Prep (FTP)* program 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 $57,000 a year or less), 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.  Some FTP sites are walk-in to drop off tax documents; documents will be scanned and persons will be given a later date to come and sign and pick up their completed tax return; other sites require that you call to make an appointment to bring in your tax documents to be scanned and to sign and pick up your completed tax returns at a later time.  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.  *This program was formerly known as the VITA program.

Please call us at 2-1-1 (or 901-415-2790 or tollfree at 855-354-4211) information for the free tax sites for filing for the 2020 tax year.

FTP (Free Tax Prep) Sites 

SHELBY COUNTY

38018
Cordova Library – DROP OFF ONLY
8457 Trinity Road
Memphis, TN 38018
Drop Off:  Monday, February 22, 2021 11:00 am – 4:00 pm
Pick Up:  Thursday, February 25, 2021 11:00 am – 4:00 pm
Drop Off:  Tuesday, April 6, 2021 11:00 am – 4:00 pm
Pick up:  Friday, April 9, 2021 11:00 am – 4:00 pm

* The New Olivet Baptist Church – Drop Off ONLY
10000 Woodland Hills Drive
Cordova, TN 38018
February 6 – April 13, 2021
Tuesdays 5:00 pm – 8:00 pm
Saturdays 10:00 am – 1:00 pm
(*Times subject to change without notice due to activities,
inclement weather or closures)

38103
* University of Memphis Law School -Drop Off ONLY

1 North Front Street
Memphis, TN 38103
February 3 – April 14, 2021
Wednesdays, 4:00 pm – 8:00 pm
*(Closed for Spring Break – March 10, 2021; closed on
holidays and for inclement weather)

38104

American Job Center – Angelus – Drop Off ONLY
155 Angelus Street
Memphis, TN 38104
Drop Off:  Tuesday, January 26, 2021 10:am – 2:00 pm
Pick Up:  Friday, January 29, 2021 4:00 pm – 8:00 pm

Church Health Center (Impact America FTP Site) – CALL for Appointment

1530 Concourse Avenue, 3rd Floor
Memphis, TN 38104
January 19-March 13, 2021 SCHEDULE:
Tuesday and Wednesdays 10:00 am – 7:00 pm
Saturdays 9:00 am – 3:00 pm
March 22 – April 15, 2021 SCHEDULE:
Mondays and Fridays, 9:00 am – 4:00 pm
TBD Saturday, April 10, 2021 9:00 am – 3:00 pm
CALL 844-829-3786 FOR APPOINTMENT

38106
Gaston Park Library – Drop Off ONLY
1040 S Third Street
Memphis, TN 38106
Drop Off:  Tuesday, February 2, 2021 11:00 am – 4:00 pm
Pick Up: Friday, February 5, 2021 11:00 am – 4:00 pm
Drop Off:  Monday, March 1, 2021 11:00 am – 4:00 pm
Pick Up: Thursday, March 4, 2021 11:00 am – 4:00 pm
Drop Off: Tuesday, March 23, 2021 11:00 am – 4:00 pm
Pick Up:  Friday, March 26, 2021  11:00 am – 4:00 pm

38107
Oasis of Hope – Bickford Community Center – Drop Off ONLY
233 Henry Avenue
Memphis. TN 38107
February 6, 2021 – April 10, 2021
Saturdays 10:00 am – 1:00 pm

North Branch Library – Drop Off ONLY
1192 Vollintine Avenue
Memphis, TN 38107
Drop Off: Tuesday, February 2, 2021 11:00 am – 4:00 pm
Pick Up: Friday, February 5, 2021 11:00 am – 4:00 pm
Drop Off: Monday, February 22, 2021 11:00 am – 4:00 pm
Pick Up: Thursday, February 25, 2021 11:00 am – 4:00 pm
Drop Off: Tuesday, March 16, 2021 11:00 am – 4:00 pm
Pick Up:  Friday, March 19, 2021 11:00 am – 4:00 pm
Drop Off:  Thursday, April 8, 2021 11:00 am – 4:00 pm
Pick Up:  Monday, April 12, 2021 11:00 am – 4:00 pm

 

38108

Hollywood Branch Library – Drop Off ONLY
1531 N Hollywood Street
Memphis, TN 38108
Drop Off: Monday, February 1, 2021 11:00 am – 4:00 pm
Pick Up: Thursday, February 4, 2021 11:00 am – 4:00 pm
Drop Off: Tuesday, February 16, 2021 11:00 am – 4:00 pm
Pick Up: Friday, February 19, 2021 11:00 am – 4:00 pm
Drop Off: Monday, March 8, 2021 11:00 am – 4:00 pm
Pick Up: Thursday, March 11, 2021 11:00 am – 4:00 pm
Drop Off:  Monday, March 22, 2021 11:00 am – 4:00 pm
Pick Up:  Thursday, March 25, 2021 11:00 am – 4:00 pm

38109
South Branch Library – Drop Off ONLY
1929 S. Third Street
Memphis, TN 38109
February 17 – April 14, 2021
Wednesdays 10:00 am – 5:00 pm

Levi Branch Library – Drop Off ONLY
3676 Highway 61 South
Memphis, TN 38109
Drop Off: Monday, January 25, 2021 11:00 am – 4:00 pm
Pick Up: Thursday, January 28, 2021 11:00 am – 4:00 pm
Drop Off: Tuesday, February 9, 2021 11:00 am – 4:00 pm
Pick Up: Friday, February 12, 2021 11:00 am – 4:00 pm
Drop Off: Tuesday, March 9, 2021 11:00 am – 4:00 pm
Pick Up: Friday, March 12, 2021 11:00 am – 4:00 pm

38111

American Job Center – Walnut Grove – Drop Off ONLY
3040 Walnut Grove Road
Memphis, TN 38111
Drop Off:  Tuesday, February 9, 2021 10:am – 2:00 pm
Pick Up:  Friday, February 12, 2021 10:00 am – 2:00 pm

 

Cherokee Branch Library – Drop Off ONLY
3300 Sharpe Street
Memphis, TN 38111
Drop Off: Monday, January 25, 2021 11:00 am – 4:00 pm
Pick Up: Thursday, January 28, 2021 11:00 am – 4:00 pm
Drop Off: Tuesday, February 9, 2021 11:00 am – 4:00 pm
Pick Up: Friday, February 12, 2021 11:00 am – 4:00 pm
Drop Off: Tuesday, March 23, 2021 11:00 am – 4:00 pm
Pick Up: Friday, March 26, 2021 11:00 am – 4:00 pm

38112

United Way Plaza – Drop Off ONLY
1005 Tillman Street
Memphis, TN 38112
January 19 – April 15, 2021
Mondays 9:00 am – 3:00 pm
Tuesdays 9:00 am – 3:00 pm
Wednesdays 9:00 am – 3:00 pm
Fridays 9:00 am – 3:00 pm
Saturdays 10:00 am – 3:00 pm

*Binghamtpon Dev Corp (Impact America FTP Site) – CALL for Appointment

280 Tillman Street
Memphis, TN 38112
January 19-March 13, 2021 SCHEDULE:
Wednesdays and Thursdays 10:00 am – 7:00 pm
Saturdays 9:00 am – 3:00 pm
March 22 – April 15, 2021 SCHEDULE:
Mondays, Wednesdays and Fridays, 9:00 am – 4:00 pm
TBD Saturday, April 10, 2021 9:00 am – 3:00 pm
CALL 844-829-3786 FOR APPOINTMENT – *INTERPRETERS AVAILABLE HERE

38114

Grizzlies MAM Center (Impact America FTP Site) – CALL for Appointment

2107 Ball Road
Memphis, TN 38114
January 19-March 13, 2021 SCHEDULE:
Wednesdays and Thursdays 9:00 am – 6:00 pm
Fridays Noon – 6:00 pm
March 22 – April 15, 2021 SCHEDULE:
Tuesdays and Fridays, 9:00 am – 4:00 pm
TBD Saturday, April 10, 2021 9:00 am – 3:00 pm
CALL 844-829-3786 FOR APPOINTMENT

38115
 Hickory Ridge Mall Super Site – Drop Off ONLY
6075 Winchester Rd
Memphis, TN 38115
January 18 – April 15, 2021
Mondays 9:00 am – 3:00 pm
Wednesdays 1:00 pm – 6:00 pm
Thursdays 1:00 pm – 6:00 pm
Fridays 1:00 pm – 6:00 pm
Saturdays 9:00 am – 6:00 pm

38116

Whitehaven Branch Library – Drop Off ONLY
4120 Millbranch Road
Memphis, TN 38116
Drop Off: Wednesday, February 3, 2021 11:00 am – 4:00 pm
Pick Up: Wednesday, February 10, 2021 11:00 am – 4:00 pm
Drop Off: Wednesday, March 3, 2021 11:00 am – 4:00 pm
Pick Up: Wednesday, March 10, 2021 11:00 am – 4:00 pm
Drop Off: Wednesday, April 7, 2021 11:00 am – 4:00 pm
Pick Up: Wednesday, April 14, 2021 11:00 am – 4:00 pm

Southland Mall Super Site – Drop Off ONLY
1292 Shelby Drive
Memphis, TN 38116
January 18 – April 15, 2021
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
Saturday, 10:00 am – 6:00 pm

38117

Poplar-White Station Branch Library – Drop Off ONLY
5094 Poplar Avenue
Memphis, TN 38119
Drop Off: Tuesday, January 26, 2021 11:00 am – 4:00 pm
Pick Up: Friday, January 29, 2021 11:00 am – 4:00 pm
Drop Off: Tuesday, February 23, 2021 11:00 am – 4:00 pm
Pick Up: Friday, February 26, 2021 11:00 am – 4:00 pm
Drop Off: Monday, March 15, 2021 11:00 am – 4:00 pm
Pick Up: Thursday, March 18, 2021 11:00 am – 4:00 pm

38118

Parkway Village Branch Library – Drop Off ONLY
4655 Knight Arnold Road
Memphis, TN 38118
Drop Off: Tuesday, January 26, 2021 11:00 am – 4:00 pm
Pick Up: Friday, January 29, 2021 11:00 am – 4:00 pm
Drop Off: Wednesday, February 10, 2021 11:00 am – 4:00 pm
Pick Up: Friday, February 17, 2021 11:00 am – 4:00 pm
Drop Off: Tuesday, March 16, 2021 11:00 am – 4:00 pm
Pick Up: Friday, March 19, 2021 11:00 am – 4:00 pm

Memphis Campus VITA Site (IRS Employees ONLY) – DROP OFF ONLY
5333 Getwell Road Stop 14
Memphis, TN 38118
January 21 – March 30, 2021
Tuesdays, 2:30 pm – 5:30 pm
Thursdays, 2:30 pm – 5:30 pm
(IRS EMPLOYEES ONLY)

 

38122

Randolph Branch Library – Drop Off ONLY
3752 Given Avenue
Memphis, TN 38112
Drop Off: Monday, February 8, 2021 11:00 am – 4:00 pm
Pick Up: Thursday, February 11, 2021 11:00 am – 4:00 pm
Drop Off: Tuesday, March 2, 2021 11:00 am – 4:00 pm
Pick Up: Friday, March 5, 2021 11:00 am – 4:00 pm

 

Highland Heights Church of Christ – Drop Off ONLY
3587 Macon Road
Memphis, TN 38122
Saturdays, from January 30 – April 10, 2021
Saturdays 10:00 am – 2:00 pm

38125

East Shelby Drive Library – Drop Off ONLY
7200 E. Shelby Drive
Memphis, TN 38125
Drop Off:  Tuesday, March 9, 2021 11:00 am – 4:00 pm
Pick Up: Friday, March 12, 2021 11:00 am – 4:00 pm
Drop Off:  Monday, March 29, 2021 11:00 am – 4:00 pm
Pick Up: Thursday, April 1, 2021 11:00 am – 4:00 pm

38126

 Crenshaw Branch Library – Drop Off ONLY
531 Vance Avenue
Memphis, TN 38126
Drop Off: Wednesday, January 27, 2021 11:00 am – 4:00 pm
Pick Up: Monday, February 1, 2021 11:00 am – 4:00 pm
Drop Off:  Monday, February 8, 2021 11:00 am  – 4:00 pm
Pick Up:  Thursday, February 11, 2021 11:00 am – 4:00 pm
Drop Off:  Tuesday, February 23, 2021 11:00 am – 4:00 pm
Pick Up:  Friday, February 26, 2021 11:00 am – 4:00 pm
Drop Off:  Monday, March 15, 2021 11:00 am – 4:00 pm
Pick Up: Thursday, March 18, 2021 11:00 am – 4:00 pm
Drop Off: Monday, March 29, 2021 11:00 am – 4:00 pm
Pick Up:  Thursday, April 1, 2021 11:00 am – 4:00 pm

 

JE Walker House -LeMoyne Owen College – Drop Off ONLY
1109 Mississippi Boulevard
Memphis, TN 38106
January 25 – March 25, 2021
Mondays 11:00 am – 3:00 pm
Wednesdays 11:00 am – 3:00 pm

38127

* Word of Life Seventh Day Adventist Church – Drop Off ONLY
1215 Floyd Avenue
Memphis, TN 38127
January 26 – April 13, 2021
Drop Off:  Tuesdays 4:00 pm – 6:00 pm
Pick Up: Sundays 12:30 pm –2:30 pm
*(Closed during inclement weather)

MLK Prep Academy (Impact America FTP Site) – CALL for Appointment

1530 Dellwood Avenue
Memphis, TN 38127
January 19-March 11, 2021 SCHEDULE:
Tuesdays and Thursdays 9:00 am – 6:00 pm
Fridays Noon – 6:00 pm
March 22 – April 15, 2021 SCHEDULE:
Mondays and Thursdays, 9:00 am – 4:00 pm
TBD Saturday, April 10, 2021 9:00 am – 3:00 pm
CALL 844-829-3786 FOR APPOINTMENT

Frayser CDC Super Site – Drop Off ONLY
3684 N Watkins Street
Memphis, TN 38127
January 18 – April 15, 2021
Mondays 10:00 am – 6:00 pm
Tuesdays 1:00 pm – 6:00 pm
Wednesdays 1:00 am – 6:00 pm
Thursdays 1:00 pm – 6:00 pm
Saturdays 9:00 am- 5:00 pm
38128

Raleigh Branch Library Super Site – Drop Off ONLY
3452 Austin Peay Highway
Memphis, TN 38128
January 19 – April 15, 2021
Mondays 10:00 am – 4:00 pm
Tuesdays 10:00 am – 4:00 pm
Wednesdays 10:00 am – 4:00 pm
Thursdays Noon – 5:30 pm
Fridays Noon – 5:30 pm

38134

Bartlett Public Library – Drop Off ONLY
5884 Stage Road
Bartlett, TN 38134
Drop Off: Tuesday, February 16, 2021 2:00 pm – 6:00 pm
Pick Up: Friday, February 19, 2021 2:00 pm – 6:00 pm
Drop Off: Monday, March 8, 2021 2:00 pm – 6:00 pm
Pick Up: Thursday, March 11, 2021 2:00 pm – 6:00 pm
Drop Off: Tuesday, April 6, 2021 11:00 am – 4:00 pm
Pick Up:  Friday, April 9, 2021 11:00 am – 4:00 pm
 

Deaf Connect – For Hearing Impaired only – Drop Off ONLY
6045 Shelby Oaks Drive
Memphis, TN 38134
Drop Off:  Wednesday, February 10, 2021 10:30 am – 2:30 pm
Pick up:  Wednesday, February 24, 2021 10:30 am – 2:30 pm
Drop Off:  Saturday, March 13, 2021 10:30 am – 2:30 pm
Pick Up:  Saturday, March 27, 2021 10:30 am – 2:30 pm

38138

Plough Towers – *Residents ONLY  – Drop Off ONLY
6580 Poplar Avenue
Germantown, TN 38138
Drop Off:  Wednesday, March 10, 2021 10:00 am – 2:00 pm
Pick Up:  Monday, March 15, 2021 10:00 am – 2:00 pm

38141

American Job Center – Hickory Hill – Drop Off ONLY
4240 Hickory Hill Road
Memphis, TN 38141
Drop Off:  Tuesday, February 23, 2021 10:00 am – 2:00 pm
Pick Up:  Friday, February 26, 2021 10:00 am – 2:00 pm

FAYETTE COUNTY, TN

Fayette County Commission on Aging Senior Enrichment Center – Drop Off ONLY
17290 Highway 64
Somerville, TN 38068
February 4 – April 10, 2021
Thursdays 4:00 pm – 7:00 pm
Saturdays 10:00 am – 1:00 pm

American Job Center – Oakland – Drop Off ONLY
6250 Highway 64
Oakland, TN 38060
Drop Off:  Tuesday, March 2, 2021 10:00 am – 2:00 pm
Pick Up:  Friday, March 5, 2021 10:00 am – 2:00 pm

 

LAUDERDALE COUNTY, TN

American Job Center – Ripley – Drop Off ONLY
301-C Lake Drive
Ripley, TN 38063
Drop Off:  Tuesday, February 16, 2021 10:am – 2:00 pm
Pick Up:  Friday, February 19, 2021 10:00 am – 2:00 pm

TIPTON COUNTY

American Job Center – Covington – Drop Off ONLY
877-C Highway 51 North
Covington, TN 38019
Drop Off:  Tuesday, February 2, 2021 10:am – 2:00 pm
Pick Up:  Friday, February 5, 2021 10:00 am – 2:00 pm

CRITTENDEN COUNTY, ARKANSAS

West Memphis City Library – Drop Off ONLY
213 N Avalon Street
West Memphis, AR 72301
January 23 – April 10, 2021
Saturdays 10:00 am – 2:00 pm (Closed April 3, 2021)

DESOTO COUNTY, MISSISSIPPI

Bancorp South Tax Prep
Longview Heights Baptist Church
4501 Goodman Road
Olive Branch MS 38654
Tuesdays and Thursdays 3:00 pm -6:00 pm
January 26-March 18, 2021; WALK IN ONLY
Site info only 662-895-1900

Brown Missionary Baptist Church South Campus DROP Off ONLY
7200 Swinnea Road, 300 Wing Offices
Southaven, MS 38671
Mondays 10:00 am – 4:00 pm
Wednesdays 10:00 am – 6:00 pm
Saturdays 9:00 am -3:00 pm
January 20-April 10, 2021

The Hill@Hernando DROP Off ONLY
1775 Memphis Street
Hernando, MS 38632
January 30 – April 13, 2021
Drop Off:  Wednesdays 4:00 pm – 7:00 pm
Drop Off:  Thursdays, 4:00 pm -7:00 pm
Pick Up:  Saturdays, 10:00 am – Noon

M.R. Dye Horn Lake Library – DROP Off ONLY
2885 Goodman Road
Horn Lake, MS 38637
January 25-April 15, 2021
Mondays 4:00 pm -8:00 pm
Thursdays 4:00 pm – 8:00 pm

Pleasant Hill MBC Fellowship – DROP Off ONLY
1190 W Oak Grove Road
Southaven, MS 38632
Tuesdays 10:00 am – 4:00 pm
Saturdays 9:00 am -3:00 pm
February 2 – April 10, 2021

TUNICA COUNTY, MISSISSIPPI
R C Irwin Public Library – Drop Off ONLY
1285 Kenny Hill Drive
Tunica, MS 38676
January 25 – April 15, 2021
Fridays 10:00 am – 2:00 pm
Saturdays 10:00 am – 2:00 pm

 

AARP SITES (now require an appointment; apply at website [www.aarp.org/taxaide] beginning 1/22/2021)

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 as well as available at the website.  Call LINC/211 (901-415-2790) with any further questions on the process.

SHELBY COUNTY

38017

Collierville Burch Library APPLY ONLINE 

501 Poplar View Parkway, Collierville 38017
Tuesdays only 10:00 am – 1:30 pm
February 2 – April 13, 2021

38018

Cordova Branch Library APPLY ONLINE
8457 Trinity Rd, Cordova 38018
Monday, Wednesdays & Thursdays only 10:00 am – 1:30 pm
Feb 1 – April 15, 2021; CLOSED Mon April 5 & Feb 15, 2021

38111

Benjamin L. Hooks Central Library, 3030 Poplar Avenue APPLY ONLINE

Mondays through Fridays 10:00 am – 3:00 pm
February 1, 2021 – April 15, 2021
CLOSED Monday, Feb 15th (Presidents’ Day), Friday April 2 (Good Friday), Monday, April 4th (MLK Jr. Memorial Day).
(Meeting Room C on 1st  Floor)

DUE TO COVID-19, IN 2021, ALL AARP TAX HELP SITES REQUIRE THAT YOU MAKE AN APPOINTMENT AT THEIR WEBSITE: aarp.org/money/taxes/aarp_taxaide/; NO WALK INS ACCEPTED; MUST WEAR MASK AND FOLLOW REQUIRED COVID-19 GUIDELINES TO BE SERVED AT THESE SITES.
  1. General Filing Information

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 $57,000, 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:

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?
The IRS is moving toward e-filing, and is moving away from the use of paper forms. In early 2020, the IRS will make forms for the 2019 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 2021 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/