United Way of the Bluegrass will be offering 2 types of tax assistance appointments this season: In- Person and Drop-Off

In-Person Appointment

• Each tax site is run independently by partner agencies and all clients are expected to comply with specific site requirements at the location of their choosing.

Drop-Off Appointment

• Drop Off appointments are limited to circumstances that require special accommodations. All online appointments should select "In-Person Services" when making an appointment. If you feel that you will require drop off accommodations please dial 2-1-1 to speak with UWBG staff to book your appointment.  

List of Docs to Provide

Failure to provide all required documentation will delay your assistance. We require below documents:

• A copy of last year's federal return if available
• Valid Photo ID for all adults in your household
• Social Security card(s) or ITINs for you, your spouse and dependents; or a Social Security verification letter (Originals only - photocopies cannot be accepted
• Birth dates for you, your spouse and dependents
• Wage and earning statement(s) Form W-2, W-2G, 1099-R, 1099-Misc from all employers
• IP Pin - Identity Protection Pin by IRS if applicable
• Interest and dividend statements from banks - Form 1099, 1098-T or forms received from the IRS that indicate on the form that it is for tax purposes
• Savings or checking account routing numbers and account numbers for direct deposit, such as a blank check
• Total paid to daycare provider, their business name, Employer Identification Number or Social Security Number and address
• If self-employed: Completed proof of all income and expenses