Montgomery Village News Articles

Free tax help for post-tax season

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The Community Action Agency’s Volunteer Income Tax Assistance (VITA) program is offering free tax help for prior-year, current-year, and amended returns during the post-tax season. Appointments are for Montgomery County residents with a combined household income of $69,000 or less. The Community Action Agency’s VITA program is the County’s only year-round free tax site.

Schedule

In-person appointments: Tuesdays and Wednesdays, 11 AM - 5 PM (last appointment time is 3 PM) at 1401 Rockville Pike, Suite 320

Virtual appointments: Thursdays, 11 AM - 5 PM (last appointment time is 3 PM)

Book an appointment online or call 240-777-1123.

Flyer about VITA's post-season tax service

What to Bring to Your Appointment

  • A Social Security card and/or ITIN for EACH family member. We cannot use prior-year files to verify the Social Security number.
  • A photo ID for each filer.
  • W-2 forms for all jobs worked in 2025.
  • 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.
  • Form 1095-A if you received insurance through the Marketplace (ACA).
  • 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.

For more information on the Volunteer Income Tax Assistance, visit their website.

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