Tax Assistance Program

What’s Offered:2015-02-23 AnnePellegrino 005 (2)

  • FREE Income Tax Preparation
  • State, County & Federal Tax Forms – prepared & submitted
  • Do It Yourself Taxes. If your household income is less than $66,000, do your own taxes for free online by clicking this link: “My Free Taxes”

How to sign up:

  • Dates: Tuesday, February 4 through Tuesday, April 7, 2020
  • Times:
    • Saturday 10 a.m. – 2 p.m. – February 8 to April 4
    • Tuesday 10 a.m. – 1 p.m. – February 4 to April 7
    • Wednesday 4:30 – 7:30 p.m. – February 5 to April 2
    • Thursday 10 a.m. – 1 p.m. – February 6 to April 3
    • Last appointment day will be on Tuesday, April 7
  • Where: LUM Office, 420 N 4th Street, Lafayette
  • Make an appointment
    • by calling 765-423-2691 or
    • stopping in the LUM Office, 420 N 4th Street, Lafayette
      — Monday-Friday from 8:15 a.m. – 4:30 p.m.
  • First come, first served — limited number of appointments
  • If you sign up and change your mind — PLEASE call LUM and cancel your appointment so another family may use it
  • NO walk-ins

Who may sign up:

  • Tippecanoe County residents only
  • Household combined income of less than $54,000

What you should bring with you:

  • Valid Photo ID
  • Social security cards or ITIN cards for all persons on your tax return
  • Earned Income Information — Forms & information on any income you earned last year (W-2 forms, 1099s, 1099 SSA and/or unemployment statements)
  • Interest & dividend statements
  • Property taxes receipts or rent paid information (landlord name & address)
  • Childcare receipts (provider’s name, address & TIN)
  • Education expense receipts and 1098 form
  • Health care coverage forms (1095-A, 1095-B 1095-C)
  • Health Savings Account information, if applicable
  • Health Insurance Marketplace Statement, if applicable
  • IRS Notices — Any notices sent to you by the IRS
  • A copy of your LAST YEAR’s tax return, if you have one
  • Bank routing number & account number — for direct deposit

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Contact information:

Josh Prokopy, Tax Assistance Program director
jprokopy@lumserve.org | 765-423-2691

If you need help preparing your taxes, please may also call one of the other tax preparation sites in Tippecanoe County:

  • United Way (phone: 765-421-6163) – Please note, when calling United Way, you will get an automated message.  Leave your name and number, and someone will call you back to make an appointment.
  • Ivy Tech Community College, Lafayette (phone: 765-269-5848)
  • Salvation Army (phone: 765-742-0006  ) – ONLY for clients 55 and older

or…
Do It Yourself. If your household income is less than $66,000, do your own taxes for FREE online by clicking this link: “My Free Taxes”