Volunteer Income Tax Assistance (VITA)
COVID-19 protocol requires a different process for this year’s applicants. Once an appointment has been scheduled, the participant will receive a release form, intake form, and a tax checklist. These items will be sent via email, or stamped letter. You will indicate your preference when you make the appointment. The VITA participant will then meet with a tax volunteer for a 15 minute intake meeting. At that time you will be required to provide a signed release, and the tax documents identified on the tax checklist. The tax volunteer working with you on your returns must have these items to complete your tax filing.
At the intake meeting, a certified tax volunteer will go over your checklist, collect your documents and scan them into your file. Following the intake meeting, a tax volunteer will complete your return on a separate day. Once your return is finished, you will be contacted to schedule either a virtual or in-person review where you will sign your return allowing for the electronic filing of your completed return.
It is important to understand that the VITA tax volunteers will prepare your state and federal returns for 2020 only. Your filing for all other years and or amendments that you make to your return must occur after tax season. The income threshold for 2020, which is the maximum amount you can earn and still participate in this program is $57,000. If you have a simple return and want to self-file, you can go to www.myfreetaxes.com. This free website is provided by a partnership with United Way.
COVID-19 protocol will be followed at all times including masking, social distancing, and a temperature check at the time of the appointment. If for any reason you are ill, please reschedule.
To set an appointment time, call us at 406-247-4710.
Do your part, to help our community stay safe and well in 2021.
Tips for taxpayers to make filing easier
To speed refunds and help with their tax filing, the IRS urges people to follow these simple steps:
- File electronically and use direct deposit for the quickest refunds.
- Check IRS.gov for the latest tax information, including the latest on Economic Impact Payments. There is no need to call.
- For those who may be eligible for stimulus payments, they should carefully review the guidelines for the Recovery Rebate Credit. Most people received Economic Impact Payments automatically, and anyone who received the maximum amount does not need to include any information about their payments when they file. However, those who didn’t receive a payment or only received a partial payment may be eligible to claim the Recovery Rebate Credit when they file their 2020 tax return. Tax preparation software, including myfreetaxes.com, will help taxpayers figure the amount.
- Remember, advance stimulus payments received separately are not taxable, and they do not reduce the taxpayer’s refund when they file in 2021.
Key filing season dates
- October 15. Deadline to file for those requesting an extension on their 2020 tax returns
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.