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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

https://www.uwbg.org/

Application process

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

Fees

Free

Service area

Carter County, KY
Morgan County, KY
Ohio County, KY
Robertson County, KY
Bell County, KY
Carlisle County, KY
Woodford County, KY
Mason County, KY
Nelson County, KY
Montgomery County, KY
Powell County, KY
Marion County, KY
Trimble County, KY
Clark County, KY
Estill County, KY
Christian County, KY
Lyon County, KY
Boyd County, KY
Knox County, KY
Boyle County, KY
Caldwell County, KY
Johnson County, KY
Bath County, KY
Clinton County, KY
Jessamine County, KY
Graves County, KY
Green County, KY
Trigg County, KY
Pendleton County, KY
Henderson County, KY
Union County, KY
Menifee County, KY
Rockcastle County, KY
Henry County, KY
Russell County, KY
Webster County, KY
Leslie County, KY
Carroll County, KY
Elliott County, KY
Anderson County, KY
Pike County, KY
Clay County, KY
Pulaski County, KY
Breathitt County, KY
Lincoln County, KY
Todd County, KY
Hancock County, KY
Nicholas County, KY
Crittenden County, KY
Lee County, KY
Garrard County, KY
Fleming County, KY
Harlan County, KY
Hickman County, KY
Letcher County, KY
Lewis County, KY
Hopkins County, KY
Jackson County, KY
Muhlenberg County, KY
Wayne County, KY
Lawrence County, KY
Washington County, KY
Marshall County, KY
Owen County, KY
Rowan County, KY
Madison County, KY
Scott County, KY
Cumberland County, KY
Laurel County, KY
Magoffin County, KY
Calloway County, KY
Mercer County, KY
Mccracken County, KY
Fulton County, KY
Casey County, KY
Jefferson County, KY
Harrison County, KY
Oldham County, KY
Spencer County, KY
Perry County, KY
Wolfe County, KY
Fayette County, KY
Bourbon County, KY
Martin County, KY
Bracken County, KY
Floyd County, KY
Knott County, KY
Greenup County, KY
Adair County, KY
Shelby County, KY
Mccreary County, KY
Livingston County, KY
Owsley County, KY
Mclean County, KY
Taylor County, KY
Whitley County, KY
Ballard County, KY
Daviess County, KY
Bullitt County, KY
Gallatin County, KY
Franklin County, KY

Description

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.