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Volunteer Income Tax Assistance (VITA)

The Department of Health and Human Services, Community Action Agency

The VITA program provides FREE tax preparation services for low to moderate income County residents.

NEW!  Now through October 31, the Community Action VITA Program will be preparing amended, prior year (2013 and 2014), and current year returns FOR MONTGOMERY COUNTY RESIDENTS ONLY.  Those in need of an ITIN to file may also schedule an appointment.

Appointments will be available:

  • Tuesdays in Takoma Park, the TESS Center, 8513 Piney Branch Road, 11 AM - 4 PM

  • Fridays in Wheaton, the MidCounty Center, 2424 Reedie Drive, 11 AM - 4 PM

Please click HERE to schedule an appointment.  BY APPOINTMENT ONLY.  NO WALK-INS.

Please call 240-777-1123 for more information.


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.

MC311 Solution (Free Income Tax Assistance for Tax Year 2015)

2016 Free Tax Help in Montgomery County


 

NEW!  Now Accepting Applications for 2016-2017 Volunteer Maryland Coordinator

The Community Action Agency VITA Program is accepting applications for the Volunteer Maryland Coordinator (VMC) position for 2016-2017.  This is an 11-month, full-time (40 hours/week) position as a member of the Volunteer Maryland (VM) AmeriCorps program.  VMCs are responsible for developing and implementing a volunteer program.  The VMC service year will begin on September 14, 2016 and conclude on August 1, 2017; Volunteer Maryland Coordinators are expected to complete 1,700 hours of service during the term.  For more information about the VMC position, please click HERE or call 240-777-1697.  

Please click HERE to download the VMC application.  Completed applications may be submitted to kerry.ose@maryland.gov or VITA@montgomerycountymd.gov by August 26. 


The Volunteer Income Tax Assistance (VITA) Program is now recruiting volunteers for the 2016 tax season.  Volunteers will 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.


montgomerycountymd.gov/CASHBACK

Check out the new EITC outreach website and learn about free tax help,
tax credits you may be eligible for, financial education tools, and much more!

 


 

Helpful Resources

Tax Credit Outreach 101- The Basics

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.

Multilingual Flyers are also available online





 

 

 

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