Volunteer Income Tax Assistance (VITA)

The Volunteer Income Tax Assistance (VITA) program provides free income tax return preparation and electronic filing for individuals and families who make less than $55,000. Both state and federal tax returns are prepared by IRS trained and certified community volunteers.

If you feel qualified to file your own taxes, but don’t have access to a computer, HRDC can help.  Our trained volunteers are available to answer your questions and assist you in logging into the United Way Portal: My Free Taxes.   The income limit for self-filing is $66,000.   Call (406) 247-4732 to check computer availability.

VITA Volunteers Needed!
For more information on how you can help, call (406) 206-2710 Marc Burr, click here to email, or click here to sign up today.

IRS2Go is the official mobile app of the IRS

Check your refund status, make a payment, find free tax preparation assistance, sign up for helpful tax tips, and more!
IRS2Go is available in both English and Spanish.

Click here to be directed to the IRS2Go web page

E-File On Site

When is the VITA site open?

In-person tax assistance is available at HRDC in Billings and Hardin during the tax season January 31, 2019 – April 14, 2019.  During the rest of the year, the site operates on a limited appointment-only basis. Call (406) 247-4732 to make an appointment from May 1, 2019 – December 15, 2019.

What do I need to bring?

  • Proof of identification (photo ID)
  • Social Security cards for you, your spouse and dependents
  • An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse and your dependents if you do not have a Social Security number
  • Proof of foreign status, if applying for an ITIN
  • Birth dates for you, your spouse and dependents on the tax return
  • Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers
  • Interest and dividend statements from banks (Forms 1099)
  • Health Insurance Exemption Certificate, if received
  • A copy of last year’s federal and state returns, if available
  • Proof of bank account routing and account numbers for direct deposit such as a blank check
  • To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms
  • Total paid for daycare provider and the daycare provider’s tax identifying number such as their Social Security number or business Employer Identification Number
  • Forms 1095-A, B and C, Health Coverage Statements
  • Copies of income transcripts from IRS and state, if applicable

VITA Locations and Times

HRDC Billings
7 N 31st St (lower level)
Walk-in or by appointment.
To schedule an appointment, call: (406) 247-4710

January 31 – April 14, 2019

  • Wednesdays, 12:00 pm – 8:00 pm
  • Thursdays, 12:00 pm – 8:00 pm
  • Fridays, 12:00 pm – 8:00 pm
  • Saturdays, 10:00 am – 4:00 pm

Drop off times are:

  • Tuesdays, 10:00 am – 5:00 pm
  • We are not able to accept drop offs during the week of April 7th-13th.  There is not enough time to get them processed before they are due.  Please call or stop by our site Wednesday thru Saturday.

HRDC Hardin– Drop off location only
501 N Center Ave

February 5 – April 9, 2019

  • Tuesdays, 9:00 am – 11:00 am

Watch a short video about getting help to prepare your own taxes:

Self-File Online Anytime

Click here to get started.

Why use MyFreeTaxes?

  • Free
  • Easy-to-use , interview-based computer program
  • Convenient—prepare taxes at home, at the office, or wherever an internet connection and computer are available
  • Saves time and cost of purchasing commercial tax products
  • Available in all 50 states

Who can use MyFreeTaxes?

  • Individuals or families with incomes of $66,000 or less
  • Great for tax filers with simple returns, college students, single filers, part-time workers, individuals with disabilities, regardless of age.

What software product does MyFreeTaxes use?

  • The MyFreeTaxes software is an H&R Block product which is being used by United Ways across the country. However, HRDC does not endorse any particular commercial tax professional.

Getting Started

Frequently Asked Questions about My Free Taxes

Montana Elderly Homeowner/Renter Credit Click For More Information

For more information

Call (406) 247-4710 or Email info@hrdc7.org

 

 

The VITA program is sponsored by the Internal Revenue Service and supported by local organizations including Montana Credit Unions for Community Development, Montana State University Billings, and HRDC.