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. 

Households with incomes below $67,000 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 2024 household income must be below $67,000. What to bring to the tax site.
• 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 2024 including all 1095 A, B or C.
• Sources of income:
  • W-2 forms for all jobs held in 2024.
  • 1099 forms such as unemployment Social Security and self-employment.
  • Record of cash payments received in 2024 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 2024.
• 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.