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 that provide free individual income tax preparation for low- to-moderate income and elderly individuals and families across Montana and Idaho. A primary objective of the Tax Help MT VITA program is to lift families out of poverty through increased access to the EITC. The EITC helps low-income families supplement low-wage earnings and encourages employment.



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).

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