About Tax Help Montana

Tax Help Montana (THM) is a  Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) program made up of a coalition of community partners led by RDI, offering free tax preparation and filing services to seniors and low-moderate income families and individuals. A primary objective of the Tax Help MT VITA/TCE program is to lift families out of poverty through increased access to the Earned Income Tax Credit (EITC) – proven to be the largest and most effective anti-poverty program in the nation.  Tax Help Montana implements the federal anti-poverty EITC as a vessel for economic opportunity and income equality.

Tax Help Montana volunteer tax preparers are trained and IRS-certified to help ensure each client is receiving this and other tax credits for which they qualify. In combination with the Child Tax Credit (CTC), the EITC serves as a tool to reduce the number of economically vulnerable people.

Below is a list of general qualifications for VITA, but is not all inclusive:

  • Income guideline is household income less than $55,000 per year
  • Cannot have Schedule C with loss, depreciation, employees, or business use of the home
  • No rental income (Schedule E)
  • No farm or ranch activities (Schedule F)

Below is a list of general qualifications for TCE, but is not all inclusive:

  • No income guideline if taxpayer or spouse is over the age of 60
  • Cannot have Schedule C with loss, depreciation, employees, or business use of the home
  • No rental income (Schedule E)
  • No farm or ranch activities (Schedule F).

Prepare Your Own Taxes with MyFree Taxes

Don’t want to wait in line and you have good computer skills and an email account?  File your federal and state taxes yourself for FREE using MyFreeTaxes. This option is best suited for those taxpayers with $64,000 or less of income and simple tax returns who would normally buy off-the-shelf tax software.

MyFreeTaxes provides free federal and state tax preparation and filing assistance for qualifying individuals and families. It is the first online initiative allowing free federal and state tax prep and filing in all 50 states and the District of Columbia.  Since 2009, MyFreeTaxes and our Volunteer Income Tax Assistance (VITA) sites have helped millions of U.S. taxpayers save more than $10 billion.

What to Bring and Tax Locations

Click here for a list of what to bring to your tax appointment or to prepare for a virtual or drop-off appointment.

RDI Tax Assistance Menu of Services

If you don’t qualify for free tax preparation, we also offer low-cost tax prep right here at RDI. And remember, we have a tax expert on staff, all year round. If you’ve been contacted by the IRS and are unsure of where to go next, we can help.

Amendments

Did you discover that you didn’t list all of your income on your tax return? Or did you forget to claim all of your tax credits?  If you filed your tax return and realized that something needs to be added, updated, or corrected, you will need to file an amended tax return. However, if it’s BEFORE the tax deadline, you should go back to the place that prepared your taxes and have them complete an amended return for you.  If it’s AFTER the tax deadline, please call our toll free number at 406-564-5526 to see if we can help.

Save Your Refund

As a Partner of Save Your Refund, RDI encourages our clients to save at tax time.  We incorporate the SaveYourRefund promotion into our work by educating clients about the opportunity and helping them enter the promotions to win weekly prizes and enter a contest for the grand prize.  By splitting as little as $50 from a refund into another savings account, taxpayers can enter to win a $100 prize and enter a photo contest for a $10,000 grand prize. Think about what you would save for, then ask your tax preparer to split your refund for a chance to win.

IRS Letters

If you received a letter from the IRS after the tax season and you need help deciphering their “tax language”, give us a call at 406-564-5526.  We can help you determine if it’s a legitimate IRS correspondence or a scam, then assist you with an appropriate response.  Many times a letter can be easily cleared up by providing the IRS additional information or by preparing an amended tax return. If a dispute comes up, we may refer you to the LITC for legal representation.

Montana Legal Services Low Income Taxpayer Clinic (LITC)

If you have an income tax dispute with the IRS, then the LITC is where you should call. If you qualify, LITC may be able to give you legal advice or represent you with items such as:  taxes due, audits or examinations, deficiency notices, liens and levies for past taxes due, negotiations and/or settlements of tax debts, Innocent and Injured Spouse claims, and Earned Income Tax Credit appeals. Apply online or by calling the Helpline at 1-800-666-6899.

Year-round Tax Assistance

No matter if you have all your tax documents in January or missed the filing deadline in April two years ago, we have a free tax preparation option for you. If you are filing during the traditional filing season, we have free VITA, Virtual VITA, and TCE clinics at approximately 30 sites in Montana and Idaho that you can visit.  If it is after April 17th, taxes are prepared by appointment only at our main office located at 410 Central Ave, Suite 402 Great Falls, MT 59401.

For more information about Tax Help Montana, please call 406.564.5526.

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