Specialized Information and Referral | Louisville Asset Building Coalition

Specialized Information and Referral

701 West Ormsby Avenue, Suite 201, Louisville, KY 40203

Households with gross income of $54,000 or less

Proof of identification (photo ID)
Social Security card
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 (Form 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 are self-employed