Free Tax Assistance Sites

Free Tax Assistance

Free Tax Assistance Sites

Last updated 4/16/14

Information about tax sites is generally available on this site and through calling 2-1-1 each year during the tax filing season.

The first day the IRS will accept tax filing for 2013 is January 31, 2014.  The deadline to file 2013 taxes is Tuesday, April 15, 2014.  The extended deadline for late tax filing is mid-August, 2014.

Please see "Eligibility" at the end of the list for details about eligibility for free tax assistance/filing, and for information on the impact of recent legislation on refunds.  Many of the walk-in sites are quite busy and fill up quickly.  You may wish to arrive early.  All VITA sites do electronic filing onsite.

You can ask general tax questions by calling the IRS toll-free at 1-800-829-1040, or by going to the IRS Office at 22 North Front Street, Suite 400, Memphis, TN, Tuesday through Thursday, beginning at 8:30 AM.  
 
You can also find tax information online at www.irs.gov.   Many tax forms have been ordered by all Memphis Public Library & Information Center locations.   HOWEVER, MANY TAX FORMS HAVE BEEN DELAYED THIS YEAR BECAUSE OF CHANGES IN THE TAX LAW. Some 2013 tax forms you need may not yet be available at your local library.  Your  library locations are dependent on the IRS to send the forms. Call the location before you go to check on availability of the forms you need.
 
AARP and VITA site volunteers in our area are not trained to do returns with Rental Income.  Tax filers who need to file returns with rental income can do so using the free tax software listed below under Online Tax Filing Options.   

2014 VITA & AARP  SITES
FOR TAX YEAR 2013

PLEASE BE AWARE THAT THESE SITES ARE FREQUENTLY QUITE BUSY AND MAY FILL UP FAST.   SITES MAY HAVE A LIMIT TO THE NUMBER OF PEOPLE THEY CAN ASSIST EACH DAY.   SOME SITES TAKE APPOINTMENTS (NOTED BELOW); OTHERS ARE "FIRST COME, FIRST SERVED" BASED ON THEIR ELIGIBILITY CRITERIA AND CAPACITY FOR THE DAY.

Some sites are able to do prior year returns as well, as site workload permits.  Ask at your site.

Sites which are noted Full FAFSA can also complete a customer's full FAFSA (Free Application for Federal Student Aid) for colleges and Universities.  Sites noted Basic FAFSA can screen a customer's eligibility to complete a FAFSA. 

SHELBY COUNTY, TENNESSEE

INTERNAL REVENUE SERVICE
22 N Front St, Suite 400
Memphis, TN 38103
MON - FRI 8:30 AM - 4:30 PM
Tax assistance provided by IRS staff on walk-in basis TUE, WED and THU ONLY.
CLOSED on all federal holidays.
For telephone assistance, call IRS national toll-free assistance line 1-800-829-1040. Taxpayers with disabilities, or with complex tax issues, can make an appointment at the Memphis IRS office; leave a message at 901-544-3243.  IRS staff at the local IRS office will NOT provide tax preparation but will provide many tax information and related services.  For information on services available at the IRS office, see www.irs.gov/uac/Services-Provided-THREE .

38116

Southland Mall Super Site (VITA)
1300 Southland Mall
Memphis, TN
Thursday, April 17 @ 10:00 AM - 1:00 PM
Friday, April 18 @ 2:00 - 7:00 PM
Saturday, April 19 @ 10:00 AM- 6:00 PM

Full FAFSA

 TAX FORMS:

MANY TAX FORMS HAVE BEEN DELAYED THIS YEAR BECAUSE OF CHANGES IN THE TAX LAW.  Some 2013 tax forms may be available at Memphis Public Library & Information Center locations - but remember that library locations are dependent on the IRS to send the forms.  Call the location to check on availability of the forms you need.  Also, copies of many tax forms can be made from the IRS Reproducible Notebook available at Memphis Public Library locations once that is sent from the IRS.  Many tax forms can also be found on the IRS website at www.irs.gov or through calling the IRS at 1-800-829-3676.

Online tax-filing options:

There are numerous free options available to obtain tax products, tax preparation and assistance in filing tax returns.  These include the free tax preparation and filing services provided through VITA and AARP listed below, and information from the IRS on free tax software, online forms and free e-filing: 
http://www.irs.gov/efile/article/0,,id=118986,00.html 

Here is a list of free tax-filing software provided by the IRS:  apps.irs.gov/app/freeFile/jsp/index.jsp

Here is a link from Consumer Reports that provides information on various tax software products along with some advice for consumers:
www.consumerreports.org/cro/2012/02/preparing-your-taxes-online/index.htm

Here is a link to reviews of various tax software products, with rankings by evaluators at www.reviews.com :  

 www.reviews.com/online-tax-software/

You can also file online through a website supported by United Way at  www.myfreetaxes.com/uwmidsouth.  The income limit for My Free Taxes is $58,000.00.

Eligibility:

Tennessee residents who got state unemployment benefits last year can access online the forms they need (1099-G) for income tax purposes at  www.tennessee.gov/labor-wfd .
Benefit recipients can access the forms by entering their birth date or the PIN they used to certify or inquire on their unemployment claim.  The department also began mailing the 1099-G forms to benefit reicipients in mid-January. 
VITA volunteers provide free federal income tax preparation/filing assistance for individuals and families, generally with household income of $51,567 or less.   However, Mobile VITA Sites have VITA tax assistance ONLY on the dates and times shown. Members of the public should make appointments either in person or by phone for Mobile VITA locations except for Central Library, which is first come, first served.   Each appointment will be for 30 minutes. They will e-file returns each day.

VITA volunteers do not prepare Schedule C with losses, complicated and advanced Schedule D (capital gains and losses), Form SS-5 (request for Social Securitynumber, Form 8606 (Non-deductible IRA), Form 8615 (Minor's investment income), Form SS-8 (determination of work status for purposes of federal employmentstatus and income tax witholding).  Consumers with complicated returns may need to see a professional tax preparer.

Many VITA sites do not do prior year tax returns.  Ask the VITA Site Coordinator if your VITA site will do prior year tax returns.

AARP volunteers provide free federal and state tax preparation/filing and counseling assistance to taxpayers with low and moderate income, with special attention to those age 60 and above.  No appointment is necessary.  There is no dollar value for income limit, and AARP sites are generally able to assist with slightly more complex situations than most VITA sites.

Here is a link to a short vieo about the AARP Tax-Aide program: www.aarp.org/money/taxes/info-2004/about_aarp_taxaide.html

Items to bring to the VITA/AARP site to have your tax return prepared

  • Proof of identification
  • Social Security Cards for you, your spouse and dependents or
    Individual Taxpayer Identification Number (ITIN) assignment letter for you, your spouse and dependents
  • Proof of foreign status, if applying for an ITIN
  • Birth dates for you, your spouse and dependents on the tax return
  • All Forms W-2 and 1099
  • Information documenting other income (Social Security benefits, Railroad Retirement benefits, INterest and dividends, proceeds from sales as well as documentation ot the orignal purchase price of your sold assets, pension or annuity benefits, any miscellaneous income)
  • Information documenting all deductions/credits, including forms and cancelled checks showing payment of federal and state income tax paid, including estimated quarterly tax payments, and documentation of home mortgage interest, medical and dental expenses, home improvements for people with disabilities, and all charitable contributions
  • Documentation of expenses related to continuing education
  • A copy of last year’s federal and state returns if available
  • Bank routing numbers and account numbers for Direct Deposit (such as voided check)
  • Total paid for daycare provider and the daycare provider's tax identifying number (the provider's Social Security Number or the provider's business Employer Identification Number)
  • To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms.

For information on the status of tax refunds:

Taxpayers can generally get information about the status of refunds 72 hours after IRS acknowledges receipt of an e-filed return, or three to four weeks after mailing a paper return.

Call the Refund Hotline at 800–829–4477, or go to www.irs.gov and click on "Refunds."

Taxpayers will need to provide the following information from the tax return:

  • Social Security Number (or Individual Taxpayer Identification Number)
  • Filing Status
  • Exact whole dollar amount of the expected refund

For more information and to locate the nearest VITA site, go to
http://www.irs.gov/individuals/article/0,,id=107626,00.html 
or call 1-800-906-988 or just call us at 2-1-1.

For more information and to locate the nearest AARP site, go to www.aarp.org/applications/VMISLocator/searchTaxAideLocations.action 
or call 1-888-AARPNOW (1-888-227-7669) or just call us at 2-1-1.

If preparing your own taxes using paper forms:

Click on the following link for where to send completed 2013 tax returns: 
www.irs.gov/uac/Where-to-File-Paper-Tax-Returns---With-or-Without-a-Payment

Click on Taxpayers and tax professionals - Where to send individual tax returns .  Then click on the map on the state where you are filing (e.g., TN).  You wuill see a chart that will display the correct mailing addresses for each type of return, with and without payment.

Other federal income tax questions? 

Call the IRS at 1-800-829-1040.  You can also contact the AARP at http://www.aarp.org/money/taxaide/taxcounseling/ask_tax_question.html for email responses to tax questions.

For Information on filing Tennessee Income Taxes and forms go to www.tn.gov/revenue/  and  www.state.tn.us/revenue/faqs/indincome.shtml 
or call 1-800-342-1003 Monday through Friday, 8 AM-4:30 PM.   

For information on filing Mississippi Income Taxes and forms go to  www.dor.ms.gov/taxareas/individ/main.html  or call 601-923-7089.

For information on filing Arkansas Income Taxes and forms, go to http://www.dfa.arkansas.gov/offices/incomeTax/individual/Pages/default.aspx 
or call 501-682-1100.