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 $55,000 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 in February and operates through mid-April.

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 2019
  • All 1099s for other income in 2019, 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 2019
  • 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 will be listed shortly.

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

Sponsors:

VITA is made possible by the following community partners:
For more information visit: http://yourhometeammt.com/


For more information visit: http://www.tearitup.biz/