Skip to content
United Way of the Bluegrass (UWBG) home page

Tax Preparation Assistance | AARP Foundation

Resource Name:Tax Preparation Assistance | AARP Foundation

Tax Preparation Assistance

address

601 East Street, Northwest, Washington, DC 20049

Eligibility

Must be:
  • 50 years of age or older or
  • Low to moderate income or
  • A person with disabilities

Required documents

Please bring with you:
  • Government-issued picture ID for each taxpayer on the return
  • Social Security cards or Individual Taxpayer Identification Number (ITIN) documentation for all taxpayer(s) and dependents on the return
  • Copy of previous year's tax return(s)
  • Income documents for wages (W-2 forms), self-employment or rental income, interest (1099-INT), dividends (1099-DIV), capital gains/losses, unemployment compensation (1099-G form), prizes, gambling winnings (Form W-2G), awards, pensions and other retirement income (1099-R), Social Security benefits (SSA-1099)
  • Any form 1099 documents, including form 1099-MISC, 1099-K, and 1099-Q
  • Brokerage statements - sale of stocks or bonds
  • Forms 1095-A, B or C, Health Coverage Statements
  • If itemizing deductions: records for mortgage interest (Form 1098), medical/dental expenses, charitable donations
sales, income or property taxes
  • Records of federal and state income taxes paid (including quarterly estimated tax payments) if not shown on income documents
  • Total amount paid for daycare or other dependent care provider and the provider's information - name, address, telephone number, and their Social Security number or business Employer Identification Number
  • Proof of bank account routing number and account number, such as a blank check, if taxpayer wants direct deposit of refund or direct debit of balance due
  • Any other recent IRS or state tax department correspondence

Hours

Irregular - call for details
800-775-6776

Voice

·

Toll free

888-687-2277

Voice

·

Toll free

Application process

Available by appointment and walk-in basis, depending on the location: https://www.aarp.org/money/taxes/aarp_taxaide/locations/

Fees

Free

Service area

KY
Offers free individualized tax preparation for low- to moderate-income taxpayers, 50 years of age and older.

Last Assured

10/29/2025

Providing organization

AARP Foundation
Offers free individualized tax preparation for low- to moderate-income taxpayers, 50 years of age and older.