AARP Foundation Tax-Aide is providing free in-person and virtual tax assistance and preparation in Kentucky now through April 18. The nation’s largest free, volunteer-based tax assistance and preparation program helped secure more than $1 billion in refunds for more than 1.2 million taxpayers last year. In 2022, 330 AARP Foundation Tax-Aide volunteers helped 18,867 Kentucky taxpayers to receive more than $13 million in tax refunds.
Tax-Aide is offered in conjunction with the IRS, and AARP membership is not required.
“AARP Kentucky is proud to be continuing our work with AARP Foundation Tax-Aide to provide Kentuckians with free tax assistance this year,” said Charlotte Whittaker, volunteer AARP Kentucky State President. “We know even modest refunds can impact the lives of older adults, and our Tax-Aide volunteers help make sure they don’t miss out on the credits and deductions they have earned and need.” Tax-Aide volunteers provide free tax preparation and filing services to taxpayers in Kentucky and all 50 states and the District of Columbia. Volunteers are trained and IRS-certified every year to ensure they understand the latest changes to the U.S. Tax Code.
AARP Foundation Tax-Aide offers several options for providing taxpayer assistance:
- In-Person: In Tax-Aide’s traditional in-person service, taxes are prepared and filed by IRS-certified tax counselors.
- Low-Contact: Taxpayers interact with IRS-certified Tax-Aide volunteers in one or two short, in-person meetings to exchange documents.
- Contact-Free: Taxpayers interact with Tax-Aide’s IRS-certified tax counselors online or by phone and exchange documents electronically and securely.
- Self-preparation: Tax-Aide provides consumers with free access to software to prepare their own taxes, and if needed, a Tax-Aide IRS-certified counselor can coach them through the process by phone or through computer screen-sharing.
- Coaching Model: This is our Alternative Tax Preparation model where the taxpayer prepares their own return and can leverage support from an IRS-certified volunteer to help them along the way no matter where they are in the process.
Access to these services depends on volunteer availability in each locality.
To find the nearest Tax-Aide location in your area, visit the Tax-Aide site locator. The site locator also features a Tax-Aide chat bot that can help book an appointment, answer questions about the program and transfer the conversation to a live agent if needed or requested. For more information, including which documents to bring to the tax site, visit aarpfoundation.org/taxaide or call 1-888-AARPNOW (1-888-227-7669).
AARP Tax-Aide is operating eight sites in Louisville Metro. For more information, visit http://www.aarp-tax-aide-lou.org. Jefferson County - Kentuckiana Region
What documents to bring?
- Picture ID and Social Security cards for everyone listed on the return
- Copy of 2022 tax return with all attachments and schedules
- W-2s and 1099s from your employers
- Other 1099s for interest, dividends, state tax refund or other income
- Form 1099-G for any unemployment compensation received during the year
- 1095-A for health insurance
- 1098 for education credit, plus a detailed financial statement from the school
- Bank account number and routing number for direct deposit as well as savings account number (if applicable)
- If applicable, childcare information, including Provider ID and actual amounts paid
- Summarized list of other income/expenses for those who itemize or are self-employed
- Additional tax information that may be required