Skip to content
United Way of Greater Kansas City 211 home page
Report

Tax Preparation Assistance | Elks Lodge Festus 1721

Eligibility

Household income must have been less than $69,000

Required documents

  • Photo ID
  • Social Security cards for self, spouse and dependents
  • An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for self, spouse and dependents if Social Security number isn't available
  • Proof of foreign status, if applying for an ITIN
  • Birth dates for self, spouse and dependents on the tax return
  • Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers
  • Interest and dividend statements from banks (Forms 1099)
  • All Forms 1095-A, B or C, Affordable Health Care Statements/Health Insurance Statements
  • Health Insurance Exemption Certificate, if received
  • A copy of last year’s federal and state returns, if available
  • Proof of bank account routing and account numbers for direct deposit such as a blank check
  • To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms
  • Total paid for daycare provider and the daycare provider's tax identifying number such as their Social Security number or business - Employer Identification Number
  • Copies of income transcripts from IRS and state, if applicable
  • Property tax bill

Hours

Mon and Tue - 9:00am to 1:00pm February 2 - April 7, 2026
636-674-9584
Voice·

Main

Languages

English

Application process

Call (636) 674-9584 to schedule an appointment

Fees

No fees

Service area

Jefferson county in Missouri
Provides AARP tax preparation assistance.

Last Assured

01/26/2024

Data provided by

United Way of Greater Kansas City 211

Providing organization

Elks Lodge Festus 1721
Provides AARP tax preparation assistance.