JEFFERSONTOWN SENIOR CITIZENS CENTER

Special Notes/Funding

#Note1: February 1 - April 15, Tuesday - Wednesday, 9:30 a.m. - 12:30 p.m. BY APPOINTMENT ONLY

Description

SEARCH TERMS: Earned Income Credit Information Provides tax preparation assistance for low and moderate-income households. Offers information about earned income tax credit (EITC). #Website: www.aarp-tax-aide-lou.org #Email: loutaxaide@gmail.com

Availability

True

Hours

February 1 - April 15, Tuesday - Wednesday, 9:30 a.m. - 12:30 p.m.

Required Documents

* Photo identification * Social Security or Individual Taxpayer Identification (ITI) numbers for all individuals on the return * Prior year tax returns (federal and state) with all attachments and schedules, and the tax booklet and forms * All W-2's and employment/unemployment statements, and SSA-1099 if Social Security payments received * All 1099 forms (1099-B, 1099-DIV, 1099-INT, 1099-MISC, 1099-R) and any brokerage company statements showing the date and price of acquisition and sale of capital assets such as stocks, bonds * All forms showing federal or state tax withholding if claiming dependent care. Bring information on the dependent care provider including name, Employer Identification Number (EIN) or Social Security number, address and expenses. * Complete written documentation for all items being claimed as itemized deductions including medical, interest, tax, contributions, and other expenses * Bank account number (if filing electronically)

Eligibility

Targets low and moderate-income households. Not appropriate for taxpayers with complex returns. Targets individuals age 50 and older but open to all ages. #MinimumAgeFemale: 0 #MaximumAgeFemale: 150 #MinimumAgeMale: 0 #MaximumAgeMale: 150

Fees

FEES: No fees

Intake Procedure

Call 502-208-9191 for appointment. By appointment only.

Service Area

Bullitt Co, KY; Jefferson Co, KY; and Shelby Co, KY

Geography Served

Telephone Numbers

Description

SEARCH TERMS: Senior Centers Provides a senior center with recreational, social, educational and health services for older adults. Activities include bingo, bunco, card games, and field trips. #Website: https://jeffersontownky.com/129/senior-citizens #Email: jtownseniors@jeffersontownky.gov

Availability

True

Required Documents

Call for information

Eligibility

Individuals age 50 and older #MinimumAgeFemale: 50 #MaximumAgeFemale: 150 #MinimumAgeMale: 50 #MaximumAgeMale: 150 #GenderServed: B

Fees

FEES: $50 a year membership fee. Our year begins on July 1. No prorate. PAYMENT METHOD: Private pay (self-pay)

Intake Procedure

Call or walk in

Service Area

Jefferson Co, KY and surrounding area

Geography Served

Telephone Numbers

Special Notes/Funding

#Note1: February 1 - April 15, Tuesday - Wednesday, 9:30 a.m. - 12:30 p.m. BY APPOINTMENT ONLY

Description

SEARCH TERMS: Tax Preparation Assistance Provides tax preparation assistance for low and moderate-income households. Offers information about earned income tax credit (EITC). #Website: www.aarp-tax-aide-lou.org #Email: loutaxaide@gmail.com

Availability

True

Hours

February 1 - April 15, Tuesday - Wednesday, 9:30 a.m. - 12:30 p.m.

Required Documents

* Photo identification * Social Security or Individual Taxpayer Identification (ITI) numbers for all individuals on the return * Prior year tax returns (federal and state) with all attachments and schedules, and the tax booklet and forms * All W-2's and employment/unemployment statements, and SSA-1099 if Social Security payments received * All 1099 forms (1099-B, 1099-DIV, 1099-INT, 1099-MISC, 1099-R) and any brokerage company statements showing the date and price of acquisition and sale of capital assets such as stocks, bonds * All forms showing federal or state tax withholding if claiming dependent care. Bring information on the dependent care provider including name, Employer Identification Number (EIN) or Social Security number, address and expenses. * Complete written documentation for all items being claimed as itemized deductions including medical, interest, tax, contributions, and other expenses * Bank account number (if filing electronically)

Eligibility

Targets low and moderate-income households. Not appropriate for taxpayers with complex returns. Targets individuals age 50 and older but open to all ages. #MinimumAgeFemale: 0 #MaximumAgeFemale: 150 #MinimumAgeMale: 0 #MaximumAgeMale: 150

Fees

FEES: No fees

Intake Procedure

Call 502-208-9191 for appointment. By appointment only.

Service Area

Bullitt Co, KY; Jefferson Co, KY; and Shelby Co, KY

Geography Served

Telephone Numbers