Kentucky Asset Success Initiative
Individual Development Accounts (IDA)
Assistance
If you or someone you know can benefit
from KASI services please contact
Mary O’Doherty at modoherty@kdva.org or
Beth Workman at bworkman@kdva.org or
call 502 209-5382.
Kentucky Asset Success Initiative
111 Darby Shire Circle
Frankfort, Kentucky 40601
Required items for completing an Accurate return
Proof of identification for yourself and/or your spouse
Social Security Cards for all individuals in household
Individual Tax Identification Number (TIN) Verification letter issued by the Internal Revenue Service (IRS)
Birth dates for all individuals in household
Wage and earning statement(s) from all employers (Forms W-2, W-2G, 1099-R)
Interest and dividend statement from banks (Form 1099)
Bank routing numbers and account numbers for direct deposit.
Other relevant information about income and expenses
Total amount paid for day care and the day care providers' Tax Identification number (the individual's social security number or the business' Employer Identification Number)