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Tax Preparation Assistance | Main, United Way of the Bluegrass

Tax Preparation Assistance

651 Perimeter Drive, Suite 500, Lexington, KY 40517

Eligibility

Must have annual income less than $69,000 with some exceptions

Required documents

Please bring with you: * Picture ID * Social Security cards or Individual Taxpayer Identification Number (ITIN) for all family members * Wage and earning statements (Form W-2, W-2G, 1099-R, 1099-Misc) for all employers * Interest and dividend statements (Forms 1099) * All Forms 1095, Health Insurance Statements * Health Insurance Exemption Certificate, if received * A copy of last year's tax returns, if available * Proof of bank account routing and account numbers for direct deposit * Total paid for daycare provider and the daycare providers tax identifying number such as their Social Security number or business Employer Identification Number * Forms 1095-A, B, or C, Affordable Health Care Statements, * Copies of income transcripts from IRS and state, if applicable

Hours

Irregular - call for details

211
Voice·

Main

Application process

Appointment required, please call 211 or visit: https://www.uwbg.org/vita

Fees

Free

Service area

Woodford County, KY Bourbon County, KY Mercer County, KY Anderson County, KY Scott County, KY Garrard County, KY Harrison County, KY Montgomery County, KY Madison County, KY Lincoln County, KY Fayette County, KY Franklin County, KY Clark County, KY Estill County, KY Powell County, KY Nicholas County, KY Boyle County, KY Jessamine County, KY

Provides a 211 call center, tax preparation assistance and community WayPoint centers.

Providing organization

United Way of the Bluegrass

Provides a 2-1-1 call center, tax preparation assistance and community waypoint centers.