Free Tax Preparation Site, AARP Montrose Pavilion - Volunteer Income Tax Assistance

Volunteer Income Tax Assistance (VITA Region 4)

Data Provided By
Mile High United Way - MHUW
General Information
Description of ServiceProvides free tax preparation and assistance for low income individuals and families by IRS-certified students. This site is open 02/01/2018 through 04/17/2018.

Services Provided:
- Federal and state e-filing is available
- Colorado Property Tax/Rent/Heat Rebate
- Schedule A (no Schedule B) for itemized deductions
- EITC (Earned Income Tax Credit) & Child Tax Credits
- Forms 1099R, RRB1099, SSA 1099
- Credits: Child & Dependent Care, Energy, and Education
- Prior year tax returns
LocationMontrose County
Geographical AreaStatewide
Facility/ADA AccessLimited, call for specific information
Intake ProcedureCall to make an appointment
Intake RequirementsClients should bring the following:
- Social Security Cards (or ITINs) or copies of cards for all family members
- Photo I.D.
- All W-2s, 1099s and other income-related documents
- Proof of mortgage interest, property taxes, daycare payments, charitable contributions and all other tax-deductible expenses
- For college expenses: Form 1098T from the college, records of expenses paid for tuition, books, fees and supplies
- A copy of last year's return, if available
- Bank account number and routing number to direct deposit refund
Helpful TipsTax sites will take people until they are at capacity which might occur before the site is scheduled to close. Try to arrive early to secure a spot.
Client Information
Languages SpokenEnglish
EligibilityLow income individuals and families (for families with children, must earn less than $54,000/annually).
Fees or Charges
Types of FeesNone
Specific Hours: TUESDAY: 09:00 AM - 03:30 PM; THURSDAY: 09:00 AM - 03:30 PM; AARP income tax assistance appointments can be made by calling Ruth @ 970-252-4889 between 9:00 am - 1:00 pm Monday - Friday or by coming to the Pavilion Senior Center during these times.
Contact Information
Contact's Name Ruth
Contact's Phone (970) 252-4884
Physical Site Address 1 1800 Pavilion Drive
Physical Site City, State, Zip Montrose, CO 81401
Main Phone (303) 628-3800 (Piton Foundation)
TDD Phone 711
Web Address
Additional Information
Affiliated Agency, Programs, and Services
Affiliated Agency: Volunteer Income Tax Assistance (VITA)
Affiliated Program: Volunteer Income Tax Assistance (VITA Region 4)
This Service: Free Tax Preparation Site, AARP Montrose Pavilion - Volunteer Income Tax Assistance
Taxonomy Postings
Posted to Categories: VITA Programs (DT-8800.9300)