The Department of Health and Human Services, Community Action Agency
To receive VITA services, your income must be $54,000 or less.
*You must be a Montgomery County resident.
When you come to the FREE tax location, bring the following:
A Social Security card and/or ITIN for EACH family member. We cannot use prior year files to verify Social Security numbers.
A photo ID for each filer
W-2 forms for all jobs worked in 2015
Child care provider name, address, and tax ID number or Social Security number
All banking account information (a voided check and/or savings deposit slip) to direct deposit your refund
A copy of last year’s tax return
Any document or information about money you have received from the IRS or state
All 1099 forms for other income, if any
Any other tax related documents you have received
If you are a victim of identity theft, you must bring the letter from the IRS with your PIN number. A new letter is issued from the IRS every year.
If you purchased health insurance through the Marketplace for 2015, through Medicare/Medicaid, or through your employer, you should receive a Form 1095-A, B, and/or C. Please bring this form with you to complete your 2015 federal tax return.
If you have a Marketplace Exemption, please contact the Marketplace and get your Marketplace Exemption Certificate number to complete your 2015 federal tax return.
If you are married and filing jointly, your spouse must be present. If you are married and filing separately, you need your spouse's name as spelled on his/her Social Security card and your spouse's Social Security number.
Recruitment for 2016-2017 applicants is now open for the Maryland Community Fellow Program, a partnership among the Maryland CASH Campaign, the Maryland Department of Housing and Community Development, and Community Action Agencies (CAAs). The fellowship is an 8-month program. Fellows receive training on free tax preparation, financial education, and a $9,000 stipend. Candidates must be currently enrolled in a degree program as a graduate student; or an undergraduate junior or senior for at least one semester during the program year. Please click HERE to download the application.
The Volunteer Income Tax Assistance (VITA) Program is now recruiting volunteers to serve as tax preparers, greeters, interpreters, resource navigators, schedulers, site coordinators, and quality reviewers for the upcoming tax season.
For more information, please call 240-777-1123. To complete the volunteer form, please click HERE.
Click on this presentation from the Center on Budget and Policy Priorities National Tax Credit Outreach Campaign (http://eitcoutreach.org/) for an introduction to the refundable tax credits. Learn how to help your neighbors access credits.