Tax Preparation Assistance | Family Success Center, Society of Saint Vincent de Paul Louisville

Targets low to moderate-income households (less than $54,000 in adjusted gross income) and families who qualify for Earned Income Tax Credit. Not appropriate for complex tax returns. #MinimumAgeFemale: 0 #MaximumAgeFemale: 150 #MinimumAgeMale: 0 #MaximumAgeMale: 150 #GenderServed: B

• Proof of identification (photo ID)
• Social Security cards for taxpayer, spouse and dependents or a Social Security number verification letter issued by the Social Security Administration
• Proof of birth dates for taxpayer, spouse and dependents
• Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers
• Interest and dividend statements from banks (Forms 1099)
• Form 1098 to verify any home mortgage interest claimed
• Form 1098-T if claiming tuition paid
• Copies of last year’s federal and state returns, if available
• Bank account routing and account numbers for direct deposit -- bring a blank check
• Proof of total paid for daycare provider. Must provide daycare provider's tax identifying number such as their Social Security Number or business Employer Identification Number (EIN).
• Summarized list of other income/expenses for those who itemize or are self-employed

Note: If taxpayer purchased health insurance through the Marketplace, established by the Affordable Care Act, then taxpayer must bring one of the following forms: Forms 1095-A, B or C, Affordable Health Care Statements.

Jan 23 - April 14: Drop off tax documents: Wednesday, 12 noon - 7:00 p.m. By appointment only: Monday & Friday, 10:00 a.m. - 3:00 p.m.

Drop off tax documents or call 502-919-9049 for appointment. For drop off service, pick up completed tax returns and documents when notified.

FEES: No fees

Jefferson Co, KY