Tax Preparation Assistance | Centro de San Juan Diego Waypoint, United Way of the Bluegrass
Tax Preparation Assistance
1389 Alexandria Drive, Room 6, Lexington, KY 40504
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
Mon-Fri 9:00 am-5:00 pm, Sat-Sun 12:00 noon-4:00 pm (EST)
859-977-7385
Voice·
Main
Application process
Appointment required, please call 211
Fees
Free
Service area
Fayette County, KY
Provides a community resource center for residents of the area including tax preparation, information and referral services.
Last Assured
04/24/2024
What's Here
Providing organization
United Way of the Bluegrass
Provides a 2-1-1 call center, tax preparation assistance and community waypoint centers.