Community Action Agency Montgomery County, MD Ask about EITC
    Confirmation Number or E-mail   
 
Community Action Agency DHHS
Volunteer Income Tax Assistance (VITA)
On-line Scheduling System for Montgomery County Residents ONLY
 

THIS VITA PROGRAM IS ONLY FOR RESIDENTS OF MONTGOMERY COUNTY

THIS VITA PROGRAM IS ONLY FOR RESIDENTS OF MONTGOMERY COUNTY


Appointment Locator
Tax Site Address VITA PROGRAM
Montgomery County, MD Ask about EITC
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Date
  December 2016  
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  January 2017  
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  February 2017  
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  March 2017  
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Please Select an appointment date from the calendar on the left hand side of the page. 

YOUR INCOME MUST BE $55,000 OR UNDER  AND YOU MUST BE A RESIDENT OF MONTGOMERY COUNTY FOR VITA SERVICES 

We are only preparing 2016 taxes.  Prior Year and Amended Returns will be prepared starting June 2017 through October 2017.

When you come to the FREE tax location, bring the following:
An original social security card for EACH family member. We can no longer use prior year

   files to verify social security numbers.  Your taxes will NOT be prepared without the 

   social security cards.  There are no exceptions!   

* A photo ID for each filer. 

*If you PURCHASED HEALTH INSURANCE through the MARKETPLACE for 2016, you  

  should receive a FORM 1095-A, if from Medicaid, Medicare you should receive  

  Form   1095-B,  if from an employer you should receive Form 1095-C.  PLEASE 

  BRING THE 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 JOINT YOUR SPOUSE MUST BE PRESENT.  IF YOU ARE 

   MARRIED FILING SEPARATE YOU NEED YOUR SPOUSE'S NAME AS SPELLED ON  

   THE SOCIAL SECURITY CARD OR ITIN  LETTER AND THE SOCIAL SECURITY NUMBER OR

   ITIN NUMBER.
* W-2 forms for all jobs worked in 2016
* Child care provider name,address, and tax ID number or social security number
You must bring your prior year returnsIf you do not have them you can get   

    transcripts from the IRS and the State which takes about 5 to 19 business days to receive
* 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

* All banking account information (a voided check) to have your refund direct deposited into 

   your checking or savings account

* 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.

TAX REFUND DELAYS: TAX REFUNDS THAT INCLUDE AN EARNED INCOME TAX CREDIT AND/OR ADDITIONAL CHILD TAX CREDIT WILL NOT RECEIVE THEIR REFUND UNTIL FEBRUARY 15TH OF AFTER DUE TO A DECISION BY THE CONGRESS.  THIS DELAY APPLIES TO ALL METHODS OF TAX FILING.  NO ONE CAN PROVIDE YOUR REFUND BEFORE FEBRUARY 15.  THERE ARE NO EXCEPTIONS.  IF YOU RECEIVE A REFUND, PLEASE REMEMBER THAT IT IS A LOAN ON A REFUND CLAIM  WITH LOAN FEES WHICH ARE EXPENSIVE.

ITIN RENEWAL REQUIREMENTS:  THE FOLLOWING ITINs WILL EXPIRE ON JANUARY 1, 2017.

1.  ITINs THAT HAVE NOT BEEN USED ON A FEDERAL TAX RETURN FOR 2013, 2014, OR 2015.

2.  ITINs WITH 78 OR 79 AS THE MIDDLE NUMBER THAT HAVE BEEN USED ON TAX RETURNS IN THE PAST THREE YEARS. 

 

 
GAITHERSBURG
Family Services, INC.
630 East Diamond Ave, Gaithersburg, MD 20877

TESS CENTER
8513 Piney Branch Road, Silver Spring, MD 20901

ROCKVILLE

1401 Rockville Pike Suite 3302, Rockville, MD 20852

 

WHEATON

Mid County Service Center
2424 Reedie Drive, 1st floor, Wheaton, MD 20902 

 

University of Maryland

4-H Center

8020 Greenmead Drive, College Park, MD 20740