Taxpayer Information
Welcome to AARP Foundation Tax-Aide, the free tax preparation program provided by AARP Foundation volunteers.
AARP Foundation Tax-Aide is the largest free, volunteer-run tax assistance and preparation program in the United States. In Montana, we offer in-person and virtual tax preparation help to anyone for both federal and Montana State taxes. Our services are free of charge, with a focus on taxpayers who are 50 or older with low to middle income or to those who cannot afford paid tax preparation.
Tax-Aide has several options for providing taxpayer assistance. These options vary by location and are subject to change.
In-Person: In Tax-Aide’s traditional in-person service, taxes are prepared and filed by IRS-certified tax counselors
Low-Contact: Taxpayers interact with IRS-certified Tax-Aide volunteers in one or two short, in-person meetings to exchange documents.
Contact-Free: Taxpayers interact with Tax-Aide’s IRS-certified tax counselors online or by phone and exchange documents electronically.
In certain situations, volunteers may be unable to provide assistance.
These taxpayers usually have:
Rental income, or
A business with depreciable property, or
A business showing a loss for the year, or
A business with employees.
K1’s with other than interest, dividends or capital gains
What We Need From You
The more prepared you are the smoother your appointment will be. We encourage all taxpayers to come to their appointment prepared with your Intake Form complete and your tax documents in order. That includes having all of your tax documents out of envelopes and summarized if possible. To help you prepare for your appointment we have included
Finding an AARP Free Tax Preparation Site Near You
Select and click on View Site (below), when a map appears looking similar to the map to the above select and click on the icon near you to get information about AARP FREE TAX Preparation.
Looking for Federal Tax Documents?
If you need Federal tax documents, please visit the IRS website.