Tax Preparation Assistance | Jeffersontown Senior Citizens Center
Tax Preparation Assistance
10631 Waterson Trail, Louisville, KY 40299
Eligibility
Must have/meet:
*Income guidelines
* Individuals age 50 and older but open to all ages
Required documents
Please bring with you:
* Photo ID
* Social Security Card 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
Tue-Wed 9:30 am-12:30 pm (EST)
Application process
Appointment required, please call
Fees
Free
Service area
Shelby County, KY
Jefferson County, KY
Bullitt County, KY
Description
Provides educational, recreational and social support services for older adults.
What's Here
Providing organization
Jeffersontown Senior Citizens Center
Provides educational, recreational and social support services for older adults.
