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UPDATES ON VITA PARTNERSHIP SITES

Virtual VITA Appointments through the CAA VITA Program

The Community Action Agency's Volunteer Income Tax Assistance (VITA) program is currently using a virtual tax preparation model during the COVID-19 emergency. Virtual VITA allows residents to use an online platform to securely upload their tax documents and have their taxes prepared for free by a certified tax preparer. No in-person contact is required, allowing for the health and safety of staff and community members to be maintained.

Now scheduling virtual appointments for tax year 2020.

Currently, VITA appointments are full through April 15. Please call back in June to schedule an appointment.
If you have questions about your upcoming appointment or a return in process with us, please leave a message.
To find the status of your federal refund, call the IRS 1-800-829-1040 or visit the IRS.
For Maryland, call 800-218-8160 or visit the Maryland Comptroller's Office.

Prior year and amended returns will be prepared from June - October.
Montgomery County residents with household incomes of $57,000 or less may call
240-777-1123 to schedule an appointment.

Virtual VITA Flyers

Please click on the flyers to download.

VITA Appointment Sites

What to bring to your Virtual appointment via Zoom

Taking Public Transportation?

Community Action Agency VITA Program

*The CAA VITA program is now offering virtual VITA appointments. Montgomery County residents with household incomes of $57,000 or less may call 240-777-1123 to schedule an appointment.

Senior Corps/RSVP AARP Tax-Aide Program

Please call 240-777-2577 for updates.

Chinese Culture and Community Service Center

Please call 301-620-1514 for information

CASA de Maryland

Please call 240-491-5747 for information

ITINs

The VITA program can help people with current ITINs file taxes. However, at this time we are not renewing ITINs or assisting with applications for new ITINs.

File your Taxes Online

Free Filing Software/IRS Questions: The IRS Free File http://freefile.irs.gov provides free federal tax prep and e-file for taxpayers (income $72,000 or below). For toll-free tax help call 800-829-1040 for individual tax questions or 800-829-4933 for business tax questions.
If you decide to use a commercial tax preparer, please click here.

Low-Income Tax Payer Clinics

Low-Income Taxpayer Clinics are available for residents with legal questions about their taxes.
Maryland: University of Baltimore Taxpayer Clinic: 410-837-5706
University of Maryland Taxpayer Clinic: 410-706-3295
Washington, DC:
American University Janet R. Spragens Federal Tax Clinic: 202-274-4000
University of the District of Columbia 202-274-7315
Catholic University Low Income Taxpayer Clinic : 202-319-6788

What to Bring to Your VIRTUAL Appointment:

A Social Security card and/or ITIN for EACH family member. We cannot use prior year files to verify Social Security number
A photo ID for each filer
W-2 forms for all jobs worked in 2020
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 2020, 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 2020 federal tax return.
If you have a Marketplace Exemption, please contact the Marketplace and get your Marketplace Exemption Certificate number to complete your 2020 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.

Resources from the IRS

Following major tax law changes, the IRS is urging taxpayers to use the IRS Withholding Calculator to check their tax withholding and make sure they have the right amount of tax taken out of their pay for their personal situation. Having too little tax withheld could mean a tax bill or a penalty. And with the average refund topping $2,800, some may prefer to get more money in their pay now. The earlier people check, the more time there is for withholding to take place evenly during the rest of the year. Additional information available in English and Spanish.
IRS Tax Reform page
Subscribe now to IRS Tax Tips, which will include new Tax Reform Tax Tips
Videos on the IRS You Tube channel
IRS Website in Spanish

Additional Resources

Maryland Taxpayer’s Bill of Rights & Consumer Guide ACA (Affordable Care Act) and Premium Tax Credits For coverage options, and financial help in Maryland: click HERE or call 1-855-642- FDIC Money Smart for Small Businesses
Maryland Comptroller's Office

Additional Montgomery free tax info: MC311 or call 311/ 240-777-0311/ TTY CALL MD RELAY 711.
Have any trouble filing your taxes? Please click HERE.
Sign Language Interpretation: Contact Community Action at 240-777-1123 or call Gallaudet University VITA in DC at 202-540-8517 (VP) or 202-651-5312 (Voice).