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 yearâs 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
Websitehttps://www.elks.org
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
What's Here
Providing organization
Elks Lodge Festus 1721
Provides AARP tax preparation assistance.
