Lewistown Free Tax Filing Site

Volunteer Income Tax Assistance (VITA) sites provide free tax filing help from trained and certified volunteers. VITA volunteers can help you get the most out of your tax refund, at no charge. 

Below is a listing of VITA sites in Lewistown, MT for 2023. If you don’t see a VITA site near you, you can find more listings at MontanaFreeFile.org. 

Fergus County Council on Aging

• 307 West Watson
• Open February 1 and April 5 only, 11 am - 4 pm

IRS VITA/TCE return preparation sites are operated by certified volunteers. Site operating hours and services offered may be limited. In addition, by law, some sites provide priority services to seniors. Please be advised that you may not be immediately served. Your patience and understanding are appreciated.

VITA volunteers will prepare:

• Wages, salaries, etc. (Form W-2)
• Interest Income (Form 1099-INT)
• Dividends Received (Form 1099-DIV)
• State Tax Refunds (Form 1099-G)
• Unemployment Benefits (Form 1099-G)
• IRA Distributions (Form 1099-R)
• Pension Income (Forms 1099-R, RRB-1099, CSA-1099)
• Social Security Benefits (Form SSA-1099)
• Simple Capital Gain/Loss (Form 1099-B)
• Sale of Home (Form 1099-S) limited
• Self-employed Income (Form 1099-MISC) limited
• Gambling Winnings (Form W-2G)
• Cancellation of Debt (Form 1099-C) limited
• Health Savings Accounts (Form 1099-SA) limited
• Itemized Deductions limited
• Education Credits (Form 1098-T)
• Child Tax Credit
• Earned Income Credit
• ACA Statements (Forms 1095-A, B or C)
• Prior Year and Amended Returns limited

VITA volunteers will not prepare:

• Schedule C with losses
• Complicated Schedule D (capital gains and losses)
• Form SS-5 (request for Social Security Number)
• Form 8606 (non-deductible IRA)
• Form 8615 (minor’s investment income)
• Form SS-8 (determination of worker status for purposes of 
• federal employment taxes and income tax withholding)
• Parts 4 & 5 of Form 8962 (Premium Tax Credits)

What to Bring to Your VITA Appointment 

• For married filing joint, both spouses must be present
• All Forms W-2 and 1099
• Information for other income
• Information for all deductions/credits
• A copy of last year’s tax return
• Proof of account for direct deposit of refund
• Social Security cards or Individual Taxpayer Identification notices/cards for you, your spouse, and/or dependents
• Proof of identification for yourself and/or your spouse
• Total paid to day care provider and their tax ID number
• Birth dates for you, spouse and or dependents on the return
• Proof of foreign status if applying for ITIN
• Forms 1095-A, B or C (ACA Statements)
• For prior year returns, copies of income transcripts from IRS (and state, if applicable)

Get Legal Help

• If you live outside of Montana, you’ll want to look for free legal help in your state. 
• Montana Legal Services Association (MLSA) runs a Low Income Taxpayer Clinic (LITC) that gives low income taxpayers free legal help on federal tax disputes year round. You will need to apply for services to see how LITC can help you. 

Legal Forms

• The Internal Revenue Service (IRS) publishes many of its forms online for free.  

The Low Income Taxpayer Clinic (LITC) listed herein is partially funded through matching grants provided by the Internal Revenue Service pursuant to the Internal Revenue Service Restructuring and Reform Act of 1998. Unlike Free File VITA sites, the LITC does not generally provide tax return preparation. The partial funding by the IRS does not imply that the clinics have a preferential relationship with the IRS. The decision of whether to use these clinics is your own and their use will not affect your rights before the IRS.