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Tax assistance available at local agencies

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By Sally Sanderson Fay

Some Shelby Countians have caught a break with the IRS.

If you have a family income of $49,000 or less, or a single income of $15,000 or less, and those who are over 60 years of age, you qualify for free tax preparation from two local agencies who receive grants by the IRS, the AARP Foundation and the Metro United Way.

Marvin Rogers and his staff of six volunteers in Shelbyville are just a few of the 34,600 AARP Tax-Aide volunteers throughout the United States who help more than 2.6 million people file their federal, state and local tax returns each year.

Highland Baptist Church at 511 Mount Eden Road is again hosting the AARP’s site this year. Calling 633-3665 may make appointments. 

The national AARP program started in 1968 with four volunteers. Rogers says the   ARRP Tax Aide program here in Shelbyville has been in existence for about 30 years. Last year his group helped more than 150 people in Shelby County file their tax returns free of charge.

All volunteers for the Volunteer Income Tax Assistance Program (VITA) and Tax Counseling for the Elderly (TCE) require certification from the IRS. 

Though the Hazel Joyce Wiley (HJW) Career and Financial Literacy Institute was only formed in 2006, last year that group helped more than 275 people with their tax returns. This year, with a larger grant from the IRS, HJW plans to double that number with a mobile tax unit. Yolanda Bradford, co-founder of HJW, plans to travel to sites such as nursing homes and senior citizen centers throughout the Shelby and Oldham counties, to help the elderly with their taxes.

She also has set up a walk-in service (appointments preferred) at 330 Main Street. Call 647-3072 for appointments and hours. Spanish translation is also available.

Bradford says she is glad that Shelby County has two free tax preparation centers. 

“This is not a competition at all,” she said. “We are all here to help the community. It isn’t about us; it is about helping the people of Shelbyville.” 

Bradford believes there is a real benefit from this free service in these programs.

“With the $200 they save by having their taxes done free of charge – that is money they can use to help pay their electricity bill next month.”

Both agencies offer electronic filing.

 

What you’ll need at your appointment

 

§       Proof of identification

§       Social Security Cards for you, your spouse and dependents and/or a Social Security Number Verification letter issued by the Social Security Administration

§       Birth dates for you, your spouse and dependents on the tax return

§       Current year’s tax package if you received one

§       Wage and earning statements, Form W-2, W-2G, 1099-R from all employers

§       Interest and dividend statements from banks (Forms 1099)

§       A copy of last year’s federal and state returns if available

§       Bank routing numbers and account number for Direct Deposit

§       Total paid for daycare provider and the daycare provider’s tax identification number

§       To file taxes electronically on a married-filing-joint return, both spouses must be present to sign the required forms

 

AARP DATES

Highland Baptist

511 Mount Eden Road

633- 3665

Feb. 1,4,8,11,15,18,22,26 (9 a.m. to 1 p.m.)

March 4,11,18,25 (9 a.m. to 1 p.m.)

April 1,8,15 (9 a.m. to 1 p.m.)

 

HJW DATES

330 Main Street

647-3072

Translator available

Jan. 25, 27 (9 a.m. to 8 p.m.)

Jan. 30, (9 a.m. to 1 p.m.)

Feb. 1, 3, 8, 10, 15, 17, 22, 24 (9 a.m. to 8 p.m.)

Feb. 6, 13, 20 and 27th (9 a.m. to 1 p.m.)

March 1, 3, 8, 10,15,17,22, 24, 29, 31 (9 a.m. to 8 p.m.)

March 6, 13, 20, and 27th (9 a.m. to 1 p.m.)

April 5, 7, 12, 14, (9 a.m. to 8 p.m.)

April 3, 10 (9 a.m. to 1 p.m.)