MontgomeryCountyMD.GOV

Montgomery County Government

Department of Health and Human Services

Volunteer Income Tax Assistance (VITA)

The Department of Health and Human Services, Community Action Agency

VITA Line: 240-777-1123

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

SCHEDULE AN APPOINTMENT WITH THE CAA VITA PROGRAM

Off-Season Appointments Begin June 5

CAA VITA is now scheduling appointments for prior year and amended returns (2015 - 2017 taxes). Please click HERE to schedule an appointment or call 240-777-1123. TTY users, please call MD Relay (711)

Off-season appointments available at the following locations:

SILVER SPRING: Tuesdays, 1 - 4 pm, TESS Community Action Center, 8513 Piney Branch Road
ROCKVILLE: Wednesdays & Thursdays, 11 am - 4 pm, Community Action Agency, 1401 Rockville Pike, 3rd Floor
- Special hours on the 3rd Wednesday of the month: 11 am - 3 pm & 5 - 8 pm in Rockville

BY APPOINTMENT ONLY. NO WALK-INS.

*Information about Montgomery County VITA Partnership sites throughout the County: ENGLISH SPANISH FRENCH AMHARIC CHINESE

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 2016
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 2016, 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 2016 federal tax return.
If you have a Marketplace Exemption, please contact the Marketplace and get your Marketplace Exemption Certificate number to complete your 2016 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 2016)

Volunteers supporting VITA serve as tax preparers, greeters, interpreters, food resource navigators, schedulers, site coordinators, and quality reviewers. For more information, please call 240-777-1123.

Please click HERE to complete a volunteer application form.

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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.