Volunteer Income Tax Assistance, Montgomery County
www.montgomerycountymd.gov/HHS-Program/OCA/VITA/VITA.html

From agency: United States Department of the Treasury
Resource Details
Alternate Name VITA, Montgomery County
Description TAX ASSISTANCE 2024: Provides free basic tax return preparation for people who make less than $60,000 a year; are disabled; or have limited English fluency at the following locations:
  1. Chinese Culture and Community Service Center Inc. (9318 Gaither  Road, Suite 215, Gaithersburg, MD 20877). Takes appointments Mondays, Wednesdays, and Fridays from 10AM-4PM, as well as Saturdays from 9:30AM-1PM from 1/30-4/7. Appointments on Monday, Wednesday, and Friday will require the client to drop off and pick up their documents. Appointments on Saturday will be virtual via Zoom. Offers e-file, and can assist clients in Chinese and Cantonese (form of Chinese). Call 301-620-7200 ex. 8114 or 8104 or go to ccacc-dc.org for more information.
  2. CTA at Rockville Library VITA site (1000 Vermont Avenue NW, Suite 920, DC 20005). From 2/13-4/10, this site takes appointments Saturdays 11AM-3PM. Call 301-375-2666 for more information. Offers e-file and services in Spanish.
  3. CTA at Wheaton Library VITA site (1000 Vermont Avenue NW, Suite 920, DC 20005). Takes appointments from 2/14-4/11. Call 301-375-2666 for more information.
NOTE: Call or see the website of each tax prep site to confirm information, including which documents to bring to the appointment.
Please Bring:

- If married and filing jointly, both spouses must be present
- Photo ID for client and spouse, if filing jointly
- Social security cards or ITIN documents for client, spouse, and dependents
- DOB for client, spouse, and dependents
- Copy of last year's federal and state returns, if available
- All W-2s, 1098s, and 1099s
- Form 1095-A, and any other insurance information
- Information on other income
- Information on all deductions/credits
- Total paid to daycare provider and their tax ID number
- For direct deposit of refund, proof of account
- For prior year's returns, copies of income transcripts from IRS if W-2 unavailable
- Proof of foreign status, if applying for ITIN
- Interest and dividend statements from banks
- Health insurance exemption cert, if received

 
Defined coverage areas:
Maryland - Montgomery County
 
Hours Of Operation Varies by location
Program
Eligibility People who make less than $57,000; are disabled; or who have limited English fluency
Languages Offered Varies by location
Program Fees None
Application Process Varies by location
Documents Required See Description
Programs at this agency Internal Revenue Service, Baltimore Office
Internal Revenue Service, Frederick County Office
Internal Revenue Service, Washington County Office
Internal Revenue Service, Salisbury Office
Internal Revenue Service, Allegany and Garrett County Office
Internal Revenue Service, Prince George's County Office
Internal Revenue Service, Montgomery County Office
Volunteer Income Tax Assistance, Charles County
Volunteer Income Tax Assistance, Calvert County
Volunteer Income Tax Assistance, Prince George's County
VITA, St. Paul Community Baptist Church
Volunteer Income Tax Assistance, St. Mary's County
Volunteer Income Tax Assistance, Tax Preparation Assistance


Contact Information
Toll Free Number 800-906-9887
VITA Tax Locator 240-777-1123