For the safety of staff and clients alike, United Way of the Bluegrass will be offering 3 types of tax assistance appointments this season: In- Person, Drop-Off and Virtual appointments.

In-Person Appointment

• For the health and safety of everyone involved, you will be required to wear a mask and maintain a safe distance during your appointment. Each in-person site may have additional protocols in place in order to ensure safety.

Drop-Off Appointment

• Tax preparation may vary depending on the tax site. Select sites you will give your documents to a preparer and wait in your car or a designated room while it is being prepared. However, all tax sites will offer the option for you to have your tax documents scanned, and then have you pick up, review, and sign your tax return at an agreed upon later time. All sites will also have capacity for a maximum of two (2) people at any given time to wait in the lobby if you are traveling by bus or arriving on foot and cannot easily return later.

Virtual Appointment

• This appointment model can be done on your home computer or smartphone. You will need the ability to upload documents from your computer into our secure software program. Alternatively, you can take pictures of your documents on your smartphone and upload them to our secure software program. Once you make an appointment, you will receive an email describing what you need to do to get started. We will provide you with a support email to contact us with any difficulties you may experience. Your appointment slot does not necessarily mean that you will be speaking with a tax preparer at that exact time. This only reserves your place in the virtual queue for the date you select. Someone will arrange an agreed-upon time to contact you after your documents have been uploaded correctly into the software. After the initial phone call, the tax preparer will have 48-72 hours to complete your return. A quality reviewer will look over your return and schedule a time with you to review the return together over the phone. You will then sign the tax return by e-signature and your return will be e-filed

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