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 12^th, 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 1^st 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.