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Tax Preparation Assistance | Kosair Shrine Center

Tax Preparation Assistance

4120 Bardstown Road, Louisville, KY 40218

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

Mon-Tue, Fri 9:30 am-2:00 pm (EST)

Application process

Appointment preferred, please call

Fees

Free

Service area

Jefferson County, KY

Description

Houses AARP tax preparation service.

Providing organization

Kosair Shrine Center

Houses AARP tax preparation service.