Tax Help Montana

Tax Help Montana (THM) is a Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) program made up of a coalition of community partners led by RDI, offering free tax preparation and filing services to seniors and low-moderate income families and individuals. A primary objective of the Tax Help MT VITA/TCE program is to lift families out of poverty through increased access to the Earned Income Tax Credit (EITC) – proven to be the largest and most effective anti-poverty program in the nation.  Tax Help Montana implements the federal anti-poverty EITC as a vessel for economic opportunity and income equality.

Tax Help Montana volunteer tax preparers are trained and IRS-certified to help ensure each client is receiving this and other tax credits for which they qualify. In combination with the Child Tax Credit (CTC), the EITC serves as a tool to reduce the number of economically vulnerable people.

Below is a list of general qualifications for VITA, but is not all inclusive:

  • Income guideline is household income less than $60,000 per year
  • Cannot have Schedule C with loss, depreciation, employees, or business use of the home
  • No rental income (Schedule E)
  • No farm or ranch activities (Schedule F)

Below is a list of general qualifications for TCE, but is not all inclusive:

  • No income guideline if taxpayer or spouse is over the age of 60
  • Cannot have Schedule C with loss, depreciation, employees, or business use of the home
  • No rental income (Schedule E)
  • No farm or ranch activities (Schedule F).

What to Bring and Tax Locations

  • All W-2 and 1099 Forms
  • Picture ID for All Taxpayers
  • Social Security Cards for All Family Members
  • Childcare Provider's Tax ID Number
  • Banking Information (Routing and Account numbers) for Direct Deposit
  • 1095-A Health Insurance if Insured through the Marketplace
  • Last Year's Tax Return

 

When
January 27th, 2023 11:00 AM through  4:00 PM
Location
Great Falls Senior Center
1004 Central Ave
Great Falls, MT 59401
United States