Taxpayer Name or E-mail   
 
Community Action Agency DHHS
Volunteer Income Tax Assistance (VITA)
On-line Scheduling System for Montgomery County Residents ONLY
 

THIS VIRTUAL VITA PROGRAM IS ONLY FOR RESIDENTS OF MONTGOMERY COUNTY

THIS VITA PROGRAM IS ONLY FOR RESIDENTS OF MONTGOMERY COUNTY.  ALL TAX RETURNS ARE BEING PREPARED USING A VIRTUAL MODEL


Appointment Locator
Tax Site Address VITA PROGRAM
Montgomery County,MD Ask about EITC
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VITA/TCE FREE TAX PROGRAMS (PARA ESPANOL DESPLAZAR HACIA ABAJO)

THIS VITA PROGRAM IS ONLY FOR RESIDENTS OF MONTGOMERY COUNTY WITH AN INCOME OF $57,000 OR UNDER

Following County guidance and out of an abundance of caution, Community Action Agency is reopening our VITA Program as a VIRTUAL Site.

Drop-off VITA will start later when it is safe to do so.

Both VIRTUAL and DROP-OFF VITA are designed to protect the health and safety of taxpayers, volunteers and our staff.

Please select an appointment date from the calendar on the left-hand side of the page.

We are only preparing 2020 taxes. Prior Year and Amended Returns will be prepared starting mid June 2021 through October 2021.

IF YOU ARE HAVING AN AMENDED RETURN PREPARED - YOU MUST HAVE THE ORIGINAL TAX RETURN.

THE FOLLOWING ITINs HAVE EXPIRED: ITINs WITH 70, 71, 72, 73, 74, 75, 76, 77, 78, 79, 80, 81, 82, 83, 84, 85, 86, and 87 AS THE MIDDLE NUMBER OR YOU HAVE NOT USED YOUR ITIN FOR 2017, 2018, OR 2019 ON A TAX RETURN.

DROP-OFF SITE LOCATION: ROCKVILLE 1401 Rockville Pike Suite 320, Rockville, MD 20852

WHAT YOU NEED FOR YOUR VIRTUAL APPOINTMENT

• A smart cellphone, laptop or computer is required to download the ZOOM app.

• Proof of identification (government issued photo ID) if filing a joint return, both spouses must be present to sign the required authorization form.

• Original Social Security card(s) or an ITIN letter for you, your spouse and dependents. If married filing separate, you must have your spouse’s name as spelled on their Social Security card and their Social Security number

• Wages and earnings statement (W2 1099R, 1099 MISC, etc.) from all your employers

• Interest and dividend statements from banks (1099 INT, 1099 DIV) • Proof of bank account with routing and account numbers for direct deposit

• Total pay to daycare provider, including the daycare provider’s name, address and identification information such as a Social Security number or Employer Identification Tax Number (EIN)

• Any document or information about money you have received from the IRS or state • Any other tax related documents you have received

• If you are a victim of identity theft, you must have 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. You will be texted a link to the ZOOM video conference approximately 1 hour before your appointment. Please download the ZOOM app prior to the meeting.

You will be texted a link to the ZOOM video conference approximately 1 hour before your appointment.  Please download the ZOOM app prior to the meeting.

 

LO QUE NECESITA PARA SU CITA:

• Se requiere un teléfono celular digital, una computadora portátil o una computadora para descargar la aplicación ZOOM.

• Prueba de identificacion (una identificacion oficial válida con fotografía). Si presentan una solicitud conjunta, su cónyuge debe estar presente. Si se presenta por separado de tu pareja, debe llevar el Seguro Social de su cónyuge número y nombre tal y como se escribe en la tarjeta del Seguro Social.

• Tarjeta original del Seguro Social o Aviso de identificación fiscal individual (ITIN) para todos los miembros de su familia

• Prueba de ingresos y ganancias en los Formularios (W2, 1099-R, 1099-MISC.; etc) recibido de sus empleadores.

• Cualquier documento o información sobre el dinero que recibió del IRS o del estado, además también cualquier otro documento relacionado con los impuestos que haya recibido.

• Declaraciones de intereses y dividendos de bancos (1099 INT, 1099 DIV)

• Prueba de cuenta bancaria con enrutamiento y número de la cuenta para completar un depósito directo.

• Un Comprobante de gastos anuales de cuidado infantil preparada por el proveedor, con su número de identificación fiscal (número de seguro social o EIN)

• Información sobre el seguro médico de el mercado (ACA- Marketplace) formulario 1095-A Si es víctima de robo de identidad, debe tener la carta del IRS con su número de PIN. El IRS emite un número PIN diferente cada año.

Una hora antes de su cita, recibirá un texto con la informacion de tu cita por ZOOM. si usted no tienes la aplicación, por favor descargue la aplicación ZOOM para poder participar.