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
Irregular - call for details
Application process
Appointment required, please call 211
Fees
Free
Service area
Fayette County, KY
Description
Provides a community resource center for residents of the area including tax preparation, information and referral services.
What's Here
Providing organization
United Way of the Bluegrass
Provides a 2-1-1 call center, tax preparation assistance and community waypoint centers.
