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Individual Income Taxpayer Assistance

To locate the Volunteer Income Tax Assistance Program (VITA) nearest you call 1-800-906-9887.

The Kentucky Department of Revenue has again partnered with the IRS to provide free tax preparation for taxpayers who have a low to moderate income (generally, $54,000 and below) who cannot prepare their own tax returns for tax year 2015.

Note:  The Kentucky Department of Revenue will begin scheduling appointments January 19, 2016 and filing assistance will begin February 9, 2016.  Call your local Taxpayer Service Center to schedule an appointment.

WHAT TO BRING

Important:  If you purchased health insurance through the Marketplace, established by the Affordable Care Act, then you must bring one of the following forms with you in order to have your taxes prepared:

  • Forms 1095-A, B or C, Affordable Health Care Statements

 

Other Necessary Information:

  • Proof of identification (photo ID)
  • Social Security cards for you, your spouse and dependents or a Social Security number verification letter issued by the Social Security Administration
  • Birth dates for you, your 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)
  • Form 1098 to verify any home mortgage interest claimed
  • Form 1098T if claiming tuition paid
  • 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

The thresholds for tax year 2015 earned income tax credit are shown below.

Earned income and adjusted gross income must each be less than:

1. $47,747 ($53,267 Married Filing Jointly) with three or more qualifying children
2. $44,454 ($49,974 Married Filing Jointly) with two qualifying children
3. $39,131 ($44,651 Married Filing Jointly) with one qualifying child
4. $14,820 ($20,330 Married Filing Jointly) with no qualifying child

The maximum earned income tax credit for 2015:

1. $6,242 with three or more qualifying children
2. $5,548 with two qualifying children
3. $3,359 with one qualifying child
4. $503 with no qualifying child

In partnership, using IRS materials, we are prepared to provide the following services:

Will Prepare:

• Form 1040EZ, 1040A, 1040
• Schedules A, B, D, EIC, SE
• Form 1040-V
• Form 1040-ES
• Form 2441 (child and dependent care credit)
• Form 5329 (part 1)
• Form 5405
• Form 8863 (education credits)
• Form 8880 (credit for qualified retirement savings contributions)
• Form 8812 (additional child tax credit)
• Form 8888 (direct deposit)
• Form 8889 (health savings accounts)
• Schedule C-EZ
• Schedule C (limited)

Unable to Prepare:

• Schedule C with losses
• Complicated & advanced Schedule D (capital gains and losses)
• Schedule E (rental income and loss (will prepare for military only))
• Schedule F
• Form SS-5 (request for Social Security number)
• Form 2106 (employee business expenses)
• Form 3903 (moving)
• Form 8606 (non-deductible IRA)
• Form 8615 (minor’s investment income)
• Form SS-8 (determination of work status for purposes of federal employment taxes and income tax withholding)

Additional Important Tax Law Changes for 2015

Exemption Amount
The amount a taxpayer can deduct for each exemption increased to $4,000 for 2015.

Retirement Savings Contribution Credit Income Limits Increased

In order to claim this credit, your Modified Adjusted Gross Income (MAGI) must not be more than $30,500 ($61,000 if Married Filing Jointly; $45,750 if Head of Household).

Investment Income

Taxpayers whose investment income is more than $3,400 cannot claim the Earned Income Credit (EIC).

Adoption Credit or Exclusion

The maximum adoption credit or exclusion for employer-provided adoption benefits has increased to $13,400 for 2015.  To claim either the credit or exclusion, the taxpayer’s MAGI must be less than $241,010.  This credit is outside the scope of the VITA Program.

 

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Last Updated 1/29/2016
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