Tax Assistance

Recent Information From The IRS

The IRS has established a special section focused on steps to help taxpayers, businesses and others affected by the coronavirus. This page will be updated as new information is available.

Click here to access the Coronavirus link on the irs.gov website.

Tax Deadline Extended

Governor Steve Bullock extended the payment and filing deadlines for 2019 individual income taxpayers to July 15, 2020 in accordance with the new federal filing deadline.
“Montanans across the state have been impacted by COVID-19 and extending the deadline gives taxpayers breathing room without having to worry about interest or penalties,” Governor Bullock said. “I encourage all Montanans who expect a refund to file as soon as they can to have additional income during this difficult time.”

Click here to go to the MT Revenue web page for more information.


Volunteer Income Tax Assistance (VITA)


We strongly encourage you to try myfreetaxes.com.

This is a simple guided process with a chat option if you need help.  IT IS FREE FOR ALL INCOME LEVELS to file state and federal taxes.  You do not have to use one of the options that cost money.  It is also tablet and mobile friendly.

Our offices are still closed to the public, but all of our programs are running.  Contact us by phone or email.  Go to our Contact page on this website.


The Volunteer Income Tax Assistance (VITA) program provides free income tax return preparation and electronic filing for individuals and families who make less than $56,000. 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) 206-2717 to check computer availability.

 

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

Is the VITA site open?

Due to COVID-19 our offices are closed to the public.  Currently, the site operates on a limited basis.  Call (406) 206-2717 for more information.

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’s Home Center
3124 1st Ave N. in Billings
Call for Information: (406) 206-2717

Like our Facebook Page for updates @VITAHRDC7

HRDC Hardin
501 N Center Ave
Call the Billings office for information: (406) 206-2717

 

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.

IRS Taxpayer Advocate Service (TAS) & IRS Appeals


The IRS Taxpayer Advocate Service (TAS) and IRS Appeals gives taxpayers a voice at the IRS. At this virtual site, taxpayers speak face-to-face with a live IRS representative via a secure internet connection and a two-way video feed. Free help is provided to guide taxpayers through the often-confusing process of resolving tax problems and finding a solution.

Who is eligible?

The site is open to anyone with an unresolved tax issues.

What do I need to bring?

Please bring your Social Security Card, photo ID, and any documents that relate to your tax issue.

When is the site open?

The site is open to walk-ins every Monday, Tuesday, Thursday, and Friday 8:00 am – 4:00 pm, excluding federal holidays and other agency closures.

The Appeals service is available by appointment only on Wednesdays from 8:00 am – 4:30 pm Contact the IRS to request a hearing.

Is my tax problem big enough to qualify for help?

There is no problem too small or big – if you have been unable to solve the problem on your own, then you should take advantage of these services.

The Taxpayer Advocate Service is here to help if:

  • Your problem with the IRS is causing financial difficulties for you, your family, or your business.
  • You face (or your business is facing) an immediate threat of adverse action.
  • You have tried repeatedly to contact the IRS, but no one has responded, or the IRS has not responded by the date promised.

An IRS Appeals hearing is the next step to take to resolve tax controversies. You should request an Appeals hearing if:

  • You need help deciding if the IRS made an incorrect decision due to misinterpreting the law,
  • You believe the IRS is misapplying the law due to a misunderstanding of the facts, or
  • You believe the IRS is taking inappropriate collection action or you do not agree with Collection’s denial of your offer in compromise.

Is this service free?

Yes. This is a free service to the public.

I need to file my tax return – can this service help me do that?

The Taxpayer Advocate Service is here to solve tax problems, not file tax returns. If you need to file a current or past year tax return or amend a tax return, please contact our VITA (Volunteer Income Tax Assistance) site located at District 7 HRDC – which offers free tax preparation to taxpayers. Click here for more information.

I am unable to come in and use this service. Is there another way I can receive help?

Yes – there are Taxpayer Advocates in every state. You can call the Taxpayer Advocate Service toll-free at 1-877-777-4778 to find one near you or fill out IRS Form 911, Request for Taxpayer Advocate Service Assistance, and fax or mail it to the local Montana office at 10 West 15th Street, Suite 2319, Helena, MT 59626 (Phone: (406) 444-8668, Fax: 855-829-6046). You may also visit the Taxpayer Advocate website.

For more information

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

 

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