Tax Preparation Assistance | Main, United Way of the Bluegrass

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

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

Irregular - call for details

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

Free

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