Tax Preparation Assistance | Saint Marks Episcopal Church

Tax Preparation Assistance

2822 Frankfort Avenue, Louisville, KY 40206

Must have/meet:

Please bring with you:

Photo ID
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)