Tax Help Montana

Tax Help Montana (THM) is a thmtweb2 Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) program made up of a coalition of community partners that provide free individual income tax preparation for low- to-moderate income and elderly individuals and families across Montana and Idaho. These services are available to taxpayers who generally make less than about $55,000 annually, age 60 or older, or who are otherwise eligible for the Earned Income Tax Credit (EITC).  The EITC is a federal anti-poverty program that gives refundable tax credits to low- to moderate-income working families. According to the Internal Revenue Service, more than 20 percent of eligible taxpayers do not claim this important and valuable credit for some reason or another.  A main objective of the VITA program is to help bring awareness of the EITC to the public. 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. Preparing taxes for free helps taxpayers keep more money in their pockets, helping to lead them to the path of financial security.

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).

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