Tax Preparation Assistance | Salem Methodist Church

14825 Manchester Road, Ballwin, MO 63011

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