TAX ASSISTANCE

Sky Federal Credit Union is sponsoring the Volunteer Income Tax Assistance (VITA) program through the HRDC.  The HRDC is a non-profit Community Action Agency that is dedicated to building a better community through innovation and leadership.  They provide programs and services in the areas of Housing, Food & Nutrition, Child & Youth Development, Senior Empowerment, Community Transportation, Home Heating-Energy-Safety, and Community Development. 

 

The HRDC believes every family has the power to be self-sufficient.

 

Free Tax Preparation and Filing!

The VITA program offers free tax preparation to people who earn $54,000 or less, persons with disabilities, and elderly, 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 February 4th and operates through April 12th, 2019.

 

What to bring:

  • 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 2018
  • All 1099s for other income in 2018, 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 2017
  • 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
  • Property tax receipts or rental receipts (for MT2EC)

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

 

VITA Locations:

Fork and Spoon Homestyle Kitchen

302 N. 7th Avenue, Bozeman
Walk- in Only
Mondays 10am-3pm

 

HRDC Office
32 S. Tracy, Bozeman
By Appointment Only
Mondays from 5pm – 7pm
Wednesdays from 12pm-7pm
Call or text VITA staff at (406) 404-0725 to make an appointment

 

HRDC Office in Livingston
111 S. 2nd Avenue, Livingston
By Appointment Only
Tuesdays, Wednesdays, and Thursdays from 11am – 3pm
Call (406) 946-1167 to make an appointment

 

Big Sky Community Food Bank
47995 Gallatin Road, Big Sky
By Appointment Only
February 12 & 26, and March 12 from 11am-2pm
Call (406) 995-3088 to make an appointment

 

White Sulphur Springs Senior Center
101 1st Ave SE, White Sulphur Springs
By Appointment Only
February 19 and March 5 from 11am – 2pm
Call (406) 404-0725 to make an appointment

 

Belgrade Community Library
106 N Broadway
By Appointment Only
Alternating Tuesdays (2/5, 2/19, 3/5, 3/19, 4/2) from 3pm – 5pm
Every Thursday from 1pm – 5pm
Call (406) 404-0725 to make an appointment

 

Veterans Center at MSU – SUB
February 8 & 22 from 1pm – 3pm
By Appointment Only
Call (406) 404-0725 to make an appointment

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