Tax Help RDI Financial Wellness Office

Tax Help Montana volunteer tax preparers are trained and IRS-certified to help ensure each client receives all tax credits for which they qualify. Their programs offer free tax preparation and filing services to seniors and low-moderate income families and individuals. 

General Qualifications

• Income guideline is household income less than $64,000 per year or no income guidelines if taxpayer or spouse is over the age of 60.
• Cannot have Schedule C with loss, depreciation, employees, or business use of the home.
• No rental income (Schedule E).
• No farm or ranch activities (Schedule F).

What to Bring for Tax Help

• All W-2 and 1099 Forms
• Picture ID for all taxpayers
• Social Security cards 
• Childcare provider's tax ID number
• Banking information 
• 1095-A health insurance if insured through the Marketplace
• Last year's tax return

RDI Financial Wellness Office - 2 5th St N, Suite 201

Drop Off/Pickup Only: Tuesdays - 1 PM to 6 PM

In-Person and Drop Off/Pickup, Walk-In or Appointment on the following Saturdays:
February 1st, 15th; March 1st, 15th; April 5th - 10 AM to 4 PM

For appointments, visit calendly.com/TaxHelpMontana