Taxes (VITA)

Our free Volunteer Income Tax Assistance (VITA) service helps low to moderate income individuals navigate the complicated tax process. In 2019, we helped to return over $1,000,000 back into the pockets of individuals living in Southwest Montana.

Individuals with incomes of less than $57,000, or persons with disabilities, are eligible for tax assistance through VITA. Assistance is available across our service area in Belgrade, Big Sky, Bozeman, Gardiner, Livingston, and White Sulphur Springs. Our VITA service typically operates from February to April.

We have started scheduling appointments from Monday, February 8, 2021 through Thursday, April 8, 2021. In an effort to maintain social distancing guidelines and keep everyone safe, services will be a drop-off/pick-up model instead of face-to-face. Customers will get details when they schedule their appointment. In order to verify their identity, VITA customers must bring a photo ID and Social Security Card to their appointment. Customers must also bring all applicable tax documents for the 2020 tax year (Forms W-2, 1099, 1098, 1095-A/B/C, charitable contributions) including Notice-1444 and Notice 1444-B reporting stimulus payments. If individuals are seeking direct deposit for their refund or payment, they will need their bank account number and their bank’s routing number.

To schedule an appointment in Bozeman, Belgrade, White Sulphur Springs, Gardiner, or at the MSU Veterans Cetner, please call 406.585.4848. To schedule an appointment in Livingston, please call 406.223.4479.

For VITA volunteer opportunities, please call 406.585.4863 or email Marc at mgraham@thehrdc.org 406.585.4863.