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 the elderly and limited English speaking 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 January 30th and operates through April 14th, 2017.

Volunteer with us!

Becoming a certified tax preparer is easy and volunteering is a great way to give back to your community. Volunteer shifts will begin January 30th, 2017 and wrap up April 14th, 2017. Shifts are flexible and varied throughout the week. (Continuing education credits are available for those that qualify.)

We can’t do it without you! Help us be an integral part of putting money back in the pockets of individuals and families.

HRDC will offer IRS training throughout January, 2017 to train and certify volunteers.  If preparing taxes is not among your interests, there are opportunities are available to greet clients and guide them through the intake process.

Training will take place at HRDC, 32 S. Tracy – choose from one date and time in each set:
January 4 from 5pm – 7pm OR January 5 from 2pm – 4pm
January 11 from 5pm – 7pm OR January 12 from 2pm – 4pm
January 18 from 5pm – 7pm OR January 19 from 2pm – 4pm

**Online training also available.

For more information, call or text 406.404.0725 or email vita@thehrdc.org

New! Taxpayers claiming the Earned Income Tax Credit (EITC) or the Additional Child Tax Credit (ACTC): If a taxpayer is claiming the EITC or the ACTC, they can file their return any time after the filing season begins. However, the IRS is now required to hold the refund for tax returns that include the EITC or ACTC until February 15th, 2017. The IRS cautions taxpayers that these refunds likely won’t arrive in bank accounts or debit cards until the week of February 27 — if there are no processing issues and the taxpayer chose direct deposit.

For information on your 2016 refund: call 800.829.1040 or visit: www.irs.gov/refunds
– You will need your Social Security Number, Filing Status, and Refund Amount when visiting this site.

What to bring in 2016:

  • 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 2016
  • All 1099s for other income in 2016, 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 2016
  • 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

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

VITA Locations:

  1. Community Cafe, 302 N. 7th Avenue, Bozeman
    Walk- in Only
    Monday, Wednesdays and Thursdays from 12-3pm

 

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

 

  1. HRDC Office in Livingston, 111 S. 2nd Avenue, Livingston
    By Appointment Only
    Tuesdays, Wednesdays, and Thursdays from 11am – 3pm
    Call (406) 333-2537 to make an appointment

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