Tax Preparation Assistance | Saint Francis Xavier Church
Tax Preparation Assistance
155 Stringer Lane, Mount Washington, KY 40047
Eligibility
Must have/meet:
- Low and moderate-income households
- Individuals age 50 and older but open to all ages
Required documents
- Photo identification
- Social Security or Individual Taxpayer Identification (ITI) numbers for all individuals on the return
- Prior year tax returns (federal and state) with all attachments and schedules, and the tax booklet and forms
- All W-2's and employment/unemployment statements, and SSA-1099 if Social Security payments received
- All 1099 forms (1099-B, 1099-DIV, 1099-INT, 1099-MISC, 1099-R) and any brokerage company statements showing the date and price of acquisition and sale of capital assets such as stocks, bonds
- All forms showing federal or state tax withholding if claiming dependent care. Bring information on the dependent care provider including name, Employer Identification Number (EIN) or Social Security number, address and expenses.
- Complete written documentation for all items being claimed as itemized deductions including medical, interest, tax, contributions, and other expenses
- Bank account number (if filing electronically)
Hours
Wednesday 9:00 am-1:30 pm (EST)
502-538-4933
Voice·
Main
502-709-9619
Voice·
Additional Main
Websitehttps://sfxmw.com
Application process
Appointments preferred, please call
Fees
Free
Service area
Bullitt County, KY
Jefferson County, KY
Shelby County, KY
Providing organization
Saint Francis Xavier Church
Offers AARP tax preparation assistance.