Tax Assistance (AARP and FTP)


TAX ASSISTANCE 2021

ON MARCH 17, 2021, THE IRS SERVICE ANNOUNCED THAT THE FEDERAL INCOME TAX FILING DUE DATE FOR INDIVIDUALS TO SUBMIT 2020 TAX RETURNS FOR THE 2020 TAX YEAR WILL AUTOMATICALLY BE EXTENDED FROM APRIL 15, 2021 TO MAY 17, 2021.

                                                 The date to accept and file last year’s returns to February 12, 2021 instead of the late January traditional time frame.  As of 4/16/2021, the Benjamin L. Hooks Central Library  has multiple copies of these paper tax forms for distribution to the public:  Form 1040, Form 1040-SR (large print form for seniors) in both Spanish and English; Schedules 1-3 and Schedule LEP and instructions for these forms; also Notice 1451, which corrects an error found on the English form ONLY IRA Deduction Worksheet – Schedule 1, Line 19 in the 2020 instructions for Forms 1040 and 1040-SR; Line 3 of the worksheet should read “Enter the amount from Form 1040 or 1040-SR, line 9.”  Notice 1451 is placed next to the Instructions for Forms 1040 and 1040-SR.  Due to COVID-19,  in 2021 the forms will be located on a table inside the front entrance to the library.  Customers looking for only the tax forms can come in the library entrance, get their temperature checked, turn left, go to the tax forms table, get their forms, turn around and exit.  Beginning March 1, 2021, Benjamin L. Hooks Central Library’s Hours will be:  Monday through Saturday, 10:00 am – 6:00 pm.  We have also ordered  (but still not yet received)  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 currently has plenty of 2019 forms and a few limited copies of some older year’s tax forms; 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 2/10/21, both Cordova and Parkway Village Library Branches DID have some copies of the 1040 forms; call to confirm first.)

 

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  (CLOSED NOW) REQUIRE AN APPOINTMENT TO FILL IN TAX FORMS AND HAVE THEIR TAX DOCUMENTS SCANNED; APPLY AT THE WEBSITE 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 – Saturday, 10 AM – 6 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 4/16/2021

 

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 to drop off tax documents, 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

38104
Methodist University Hospital Family Resource Center – Drop Off ONLY
1265 Union Avenue
Memphis. TN 38104
March 9, 2021 – May 13, 2021
Tuesdays & Thursdays 1:00 pm – 5:00 pm

38105
Methodist Le Bonheur Community Outreach – Drop Off ONLY (CLOSED April 2, 2021)
600 Jefferson Avenue
Memphis. TN 38105
January 27, 2021 – May 14, 2021
Wednesdays & Fridays 10:00 am – 2:00 pm

38112

United Way Plaza – Drop Off ONLY (CLOSED FEB 15, 2021; April 2 & 3, 2021)
1005 Tillman Street
Memphis, TN 38112
January 19 – April 28, 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

38116

Southland Mall Super Site – Drop Off ONLY  (CLOSED April 2 & 3, 2021)
1292 Shelby Drive
Memphis, TN 38116
January 18 – April 29, 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

 38128

Raleigh Branch Library Super Site – Drop Off ONLY (CLOSED April 2 & April 5, 2021)
3452 Austin Peay Highway
Memphis, TN 38128
January 19 – April 29, 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

POST TAX SEASON ASSISTANCE

38112

United Way Plaza – Drop Off ONLY (CLOSED MAY 29, 2021)
1005 Tillman Street
Memphis, TN 38112
May 18 – June 26, 2021
Tuesdays 10:00 am – 2:00 pm
Wednesdays 10:00 am – 2:00 pm
Thursdays 10:00 am – 2:00 pm
Fridays 10:00 am – 2:00 pm
Saturdays 10:00 am – 2:00 pm

 

DUE TO COVID-19, IN 2021, ALL AARP TAX HELP SITES REQUIRED THAT YOU MADE 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 2021, the IRS will make forms for the 2020 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/