MontgomeryCountyMD.GOV

Montgomery County Government

Volunteer Income Tax Assistance (VITA)

The Department of Health and Human Services, Community Action Agency

240-777-1123

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

2018 Tax Season Appointments

January - April 2019

CAA VITA will begin scheduling appointments for the 2018 tax season in mid-December. Appointments will be available in Rockville, Silver Spring, East County, Gaithersburg, and Wheaton. Please call 240-777-1123 for more information. TTY users, please call MD Relay (711).

Tax Year 2017 information about Montgomery County VITA Partnership sites: ENGLISH SPANISH FRENCH AMHARIC CHINESE

*Online scheduling website and information about the 2018 tax season coming soon.

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 2018
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 2018, 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 2018 federal tax return.
If you have a Marketplace Exemption, please contact the Marketplace and get your Marketplace Exemption Certificate number to complete your 2018 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 2018)

ITIN Applications

Community Action's VITA program assists residents with applications for Individual Taxpayer Identification Numbers (ITINs). Please schedule an appointment with a Certified Acceptance Agent by calling 240-777-1123. TTY users, please call MD Relay (711).

You May Need to Renew Your Expiring ITIN!

Please click HERE for more information in English and Spanish.
Additional information is available on the IRS website.

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.

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.