Taxes

Federal Tax Information
https://www.irs.gov/

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



Telephone and Local Assistance (from the IRS website):
Coronavirus (COVID-19) Assistance Impacts

  • Telephone Assistance: IRS live phone assistance is extremely limited at this time. 
  • For Economic Impact Payment questions, call 800-919-9835.


COVID-19 Mail Processing Delays Information from IRS.gov

It’s taking us longer to process mailed documents including paper tax returns, and all tax return related correspondence. We are processing all mail in the order we received it. Do not file a second tax return or call the IRS.


Federal Forms & Publications by US Mail

You can order many of the tax forms, instructions and publications you need to complete your 2020 tax return here. They will process your order and ship it by U.S. mail when the products become available. You can order online or call 800-829-3676 to place your order.


Paper Forms at the Library

The Lewis & Clark Library has federal forms 1040 &1040SR and instruction booklets in our Lobby. Other forms may be available in the Lobby of the Federal building at 10 W 15th Street. 

The State of Montana forms are all online, but the Library also has limited printed copies of the Montana form 2 for those who request one. The Library does not have copies of the Montana Instructions for distribution, but does have a copy that can be viewed. Forms can be picked up Monday-Friday 10 AM-6 PM; Saturday & Sunday from1-5 PM-5PM.



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
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
406-441-1039
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


United Way Flier


Good Samaritan Ministries
Mondays & Thursdays, 10 AM-4 PM

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 for all individuals on
tax return; all Forms W-2, 1099, and information for any other income; Information
for all deductions and credits; 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 proof of account 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.



Online Tax Assistance

Credit Karma Tax 

E-file.com

Free File Alliance

Free Tax USA

MILTAX: Tax Services for the Military

MyFreeTaxes.com

Contact Us

  1. Information Desk


    Ph: 406-447-1690, Ext. 5
    Email