Federal Tax Information

Access federal tax forms and the most up-to-date tax, credit, and filing information.

Federal Forms & Publications by US Mail

You can order the tax forms, instructions and publications you need to complete your 2021 tax return. The IRS will process your order and ship it by U.S. mail when the products become available. 

Paper Forms at the Library

The Lewis & Clark Library will have some tax forms available as soon as they are sent to us. Other federal forms may be available at the Max Sieben Baucus Federal Building. 10 W. 15th Street in Helena.

Montana Tax Information and Forms

Montana Department of Revenue
State taxes information including Filing and Payment Options, and COVID-19 Updates and Resources.

Montana Individual Income Tax Information
If you live or work in Montana, you may need to file and pay individual income tax. These resources can help you determine your filing requirements and options.

Contact My Local IRS Office in Helena, Montana

10 W. 15th Street, Suite 2300
Helena, MT 59626
Make Appointment: 844-545-5640

Monday-Friday - 8:30 a.m. -  4:30 p.m.
(Closed for lunch 12:30 p.m. - 1:30 p.m.)

Local Walk-In Tax Help Information

*Masks will be required for in-person assistance

United Way Flier

Good Samaritan Ministries
Mondays AND Thursdays, January 31-March 28
10 AM-4 PM

East Helena United Methodist Church
February 9 & 23, and March 23 ONLY
10 AM-3 PM

Rocky Mountain Development Council Senior Center
**Masks and temperature check required
Saturdays, February 5-April 16
Call 406-457-7301 to make an appointment

United Way of the Lewis & Clark Area
Drop off--scanning site by appointment only

You will need to bring: 
• A valid photo ID for you and your spouse (if married filing jointly). For married filing jointly, both spouses must be present
• Social Security cards or ITIN notices/cards for all individuals on tax return
• Birthdates all individuals on tax return
• All Forms W-2, 1099, and information for any other income
• Information for all deductions and credits
• Information regarding any advance payments received, such as Advance Child Tax Credit (IRS Letter 6419) and the third Economic Impact Payment (IRS Letter 6475).
• Form 1095-A, B or C (ACA statements) from insurer
• Total paid to child care provider and their tax ID number
• Copy of prior year tax return and a copy of the 2019 tax return (if eligible for Earned Income Tax Credit)
• Bank account information for refund direct deposit or proof of account for electronic funds withdrawal.

All sites listed offer FREE tax prep and electronic filing for basic returns.

SITES WILL NOT PREPARE: Schedule C with losses; complicated Schedule D; Schedules E or F; Forms SS-5, SS-8, 8606, or 8615/8814; Parts 4 & 5 of Form 8962; or any income tax returns beyond the volunteer’s certification. Please see a professional preparer for assistance with complicated returns.

Contact Us

  1. Information Desk

    Ph: 406-447-1690, Ext. 5