Tax Assistance

We believe every family has the power to be self-sufficient

Free Tax Preparation and Filing!

The Volunteer Income Tax Assistance (VITA) program offers free tax preparation to people who earn $54,000 or less, persons with disabilities, and elderly, taxpayers who need assistance in preparing their own tax returns. IRS-certified volunteers provide free basic income tax return preparation with electronic filing to qualified individuals.

Tax preparation is available beginning on February 4th and operates through April 12th, 2019.

What to bring:

  • Photo identification– MUST HAVE
  • Social Security cards and birth dates for each member of the family – MUST HAVE
  • W-2 forms for all jobs worked in 2018
  • All 1099s for other income in 2018, if applicable
  • Forms 1095-A, B or C, Affordable Health Care Statements, or health insurance exemption certificates
  • Other tax-related documents such as: interest statements, federal loan documents, retirement statements, list of organizations to which you made charitable donations, etc.
  • Childcare provider name, address, and tax ID number, and amount paid in 2017
  • Banking or credit union account information
  • Voided check and/or savings deposit slip for direct deposit
  • Copy of last year’s tax return– if you have it
  • Property tax receipts or rental receipts (for MT2EC)

If married filing jointly, both parties MUST be present to sign the tax return.

VITA Locations:

Fork and Spoon Homestyle Kitchen, 302 N. 7th Avenue, Bozeman
Walk- in Only
Mondays 10am-3pm

HRDC Office
32 S. Tracy, Bozeman
By Appointment Only
Mondays from 5pm – 7pm
Wednesdays from 12pm-7pm
Call or text VITA staff at (406) 404-0725 to make an appointment

HRDC Office in Livingston
111 S. 2nd Avenue, Livingston
By Appointment Only
Tuesdays, Wednesdays, and Thursdays from 11am – 3pm
Call (406) 946-1167 to make an appointment

Big Sky Community Food Bank
47995 Gallatin Road, Big Sky
By Appointment Only
February 12 & 26, and March 12 from 11am-2pm
Call (406) 995-3088 to make an appointment

White Sulphur Springs Senior Center
101 1st Ave SE, White Sulphur Springs
By Appointment Only
February 19 and March 5 from 11am – 2pm
Call (406) 404-0725 to make an appointment

Belgrade Community Library
106 N Broadway
By Appointment Only
Alternating Tuesdays (2/5, 2/19, 3/5, 3/19, 4/2) from 3pm – 5pm
Every Thursday from 1pm – 5pm
Call (406) 404-0725 to make an appointment

Veterans Center at MSU – SUB
February 8 & 22 from 1pm – 3pm
By Appointment Only
Call (406) 404-0725 to make an appointment

You may also visit www.myfreetaxes.com to prepare your own taxes free of charge, or visit www.montanafreefile.org.

VITA is made possible by our friends at Sky Federal Credit Union.  Sky Federal Credit Union is a not-for-profit financial cooperative providing the best service to our most important assets — our members. We have been serving our members’ banking needs since 1935! Sky is community chartered. Our charter allows us to serve anyone who lives, works, or worships in Montana’s Park, Gallatin or Sweet Grass counties.

Sky Federal Credit Union with local branches in:

  • Bozeman
  • Belgrade
  • Livingston
  • Big Timber

www.skyfcu.org

info@skyfcu.org

1-800-445-3328