Welcome to Louisville Metro Community Services - Volunteer Income Tax Assistance Program (VITA) Appointment Scheduler

Please note that we do offer free tax preparation software on our website, labcservices.org. Please check our website and our Facebook pages for the most up to date information about the availability of our services during this outbreak.

Households with incomes below $66,000 are eligible for participation in this program. We are required to see social security cards for everyone included on a tax return. Please note that the IRS does not allow our program to prepare returns that include farm income, income from rental properties or businesses or self-employment income that includes depreciation or that includes expenses for other employees of the business.

There are two ways that you can take advantage of the free tax services:

  1. Self-File: Click here to access free versions of Turbo Tax or My Free Taxes (H&R Block's product) and click on the Free Online Tax Filing tab which is located near the top of the page. Prepare and e-file your own return. Assistance, if needed, is provided through an 800 number.

  2. Traditional VITA Service: You schedule an appointment using this site and work with a certified volunteer that will assist you in preparing your return, review it with you and efile it for you when finished.

List of Documents to bring for your appointment

  • Your 2021 household income must be below $66,000. What to bring to the tax site.
  • Everyone must wear a mask.
  • A copy of last year's return.
  • Social security cards and birth dates for you, your spouse, and all dependents you are claiming.
  • Picture ID for you and your spouse if filing jointly. Please note that this is an IRS requirement to help avoid identity theft.
  • Any letter or notice you received from the IRS.
  • A deposit slip with your savings and or checking routing and account number, or the routing and account number for your re-fillable debit card for direct deposit of your refund.
  • Any health insurance information you have received regarding your health insurance coverage for 2021 including all 1095 A, B or C.
  • Sources of income:
    • W-2 forms for all jobs held in 2021.
    • 1099 forms such as unemployment Social Security and self-employment.
    • Record of cash payments received in 2021 for work not reported on W-2 or 1099 form.
    • Pension document including records of withdrawal from 401k or other pension plans.
    • Documentation or cancellation of debt.
    • Records of your contributions to traditional and Roth IRA and health savings accounts.
    • Records showing any estimated tax payments made.

For possible deductions and credits:

  • If you pay for childcare bring documentation listing provider name address tax ID number and the amount you paid in 2021.
  • If you, your spouse, or your child attend college, bring your tuition expense statement. It's a 1098-T
  • Documentation of the amount spent on books, supplies, and equipment, and college account statement.
  • Student loan interest statement, a 1098-E.
  • Documentation of alimony and child support.

If you're itemizing bring documents of out-of-pocket expenses for:

  • Medical bills paid by you and not reimbursed by your insurance.
  • Charitable contributions.
  • Mortgage interest and points.
  • Real estate taxes paid.
  • Property taxes paid.

Please bring any other information you think we may need to prepare to return to successfully.

Information

Louisville Metro Community Services seeks to reduce poverty and help low-income citizens of Jefferson County, Kentucky to meet critical needs and become self-sufficient.

There are two locations for the VITA program:

  • Louisville Urban League located at 1535 W. Broadway. Hours: Tuesday and Thursday from noon until 7 p.m. and Wednesday and Saturdays 9 a.m. until 3 p.m.
  • Oldham County, Oldham Co Library - LaGrange 308 Yager Ave LaGrange, KY 40031 Hours: Monday and Wednesday 10 a.m. to 5 p.m

How To Check the Status of Stimulus Payment

Individuals may check the status of their economic impact payment, or stimulus payment by visiting irs.gov/eip. You will need your Social Security Number, Date of Birth, and most recent address. Individuals who did not receive one or more of their stimulus payments may be eligible to receive their payments by claiming the new Recovery Rebate Credit. Although the payments are NOT considered taxable income, all individuals will need to report the amount of money received via the payments.

Tax Refund Information

Please note that the IRS has delayed the tax filing season until February 12th. While your return may already be prepared, it can not be submitted until that date. Individuals can expect their refunds 2-3 weeks after the submission date if they request a direct deposit, or 4-6 weeks if they request a paper check. Incorrect information on the tax return may delay the processing of your refund. Please visit irs.gov/refunds to access the Where?s My Refund tool. You will need to enter in your Social Security Number, your tax filing status, and the exact amount of the refund you are expecting. VITA volunteers cannot provide any additional information about the status of your refund. Individuals are encouraged to call the IRS hotline if they have additional questions. The hotline number 1-800-829-1040.

Special Tax Provisions Due to the Coronavirus Pandemic

Certain tax relief concerning the Earned Income Tax Credit is available to individuals impacted by the coronavirus pandemic. All taxpayers should bring a copy of their 2019 tax return, along with all tax documents to see if they are eligible. Self-employed individuals may be eligible to defer a small portion of their taxes owed if they were impacted by the pandemic. Please visit labcservices.org and click on Taxpayer Resources for more information.

Within minutes of making your appointment, you should receive a confirmation email with a calendar appointment attached to the email.

Appointments can be changed or canceled at any time on this website. You can also make or cancel an appointment at any time (24/7) using our automated phone system by dialing (502) 305-0005  and following the instructions.