Tax Preparation Assistance | KOSAIR SHRINE CENTER

Tax Preparation Assistance

SEARCH TERMS: Tax Preparation Assistance Provides tax preparation assistance for low and moderate-income households. Offers information about earned income tax credit (EITC). #Website: http://www.aarp-tax-aide-lou.org #Email: [email protected]

Physical Address

4120 Bardstown Road, Louisville, KY 40218

Hours

Last day is April 11; Monday, Tuesday & Friday, 9:30 a.m. - 2:00 p.m.

Voice

502-585-5412

Site Phone 1

Application process

Call 502-225-3007 for appointment. Appointments preferred, walk-ins accepted as available

Fee

FEES: No fees

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)

Eligibility

Targets low and moderate-income households. Not appropriate for taxpayers with complex returns. Targets individuals age 50 and older but open to all ages. #MinimumAgeFemale: 0 #MaximumAgeFemale: 150 #MinimumAgeMale: 0 #MaximumAgeMale: 150

Service area

Bullitt Co, KY; Jefferson Co, KY; and Shelby Co, KY

Agency info

KOSAIR SHRINE CENTER

Houses AARP tax preparation service.