For fast and accurate service, please bring the following items to have your taxes completed:
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Valid picture identification
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Completed Intake/Interview Sheet
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Social security cards for you, your spouse, and all dependents
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All tax forms received, including W-2s, 1099s, and 1098s
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December credit union and/or bank statements
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Information about any other income you may have received during the year
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Last year's tax return
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Routing and account numbers for direct deposit
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For MT taxpayers over the age of 62: property tax receipts or rent receipt
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Documentation for the following deductible items:
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Unreimbursed medical and dental expenses
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Charitable contributions
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Amounts paid for property taxes
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Tax return preparation fees
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Mortgage interest paid
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Real estate tax paid
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Student loan interest paid
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Amounts paid for you, your spouse, or dependents for higher education during the year
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Any amounts paid for child and dependent care expenses along with the provider's name, address, and tax identification number
Questions? Call 1-800-666-6899
MontanaFreeFile.org is brought to you by: Montana Legal Services Association, Montana's Credit Unions, Montana Department of Revenue, Opportunity Link Inc., and RDI.
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