The Vermont Department of Taxes has created a FAQ based upon a survey of frequent questions from library patrons. These documents are generic enough that they can be used from year to year, barring any changes to procedures or other factors, and are appropriate for libraries and other groups. If changes are needed, adjustments will be made, and new documents will be provided. You are welcome to provide copies of these documents to members of the public who make inquiries.
The Department of Taxes has also created a short video explaining how to navigate their website:
Downloadable Versions of the FAQ (PDF)
- Frequently Asked Questions at Tax Time (with visible hyperlinks)
- Frequently Asked Questions at Tax Time - Printed Version (with no underlines)
- What are the website addresses for the IRS and Vermont Department of Taxes?
Who can we call at the Vermont Department of Taxes for questions about Vermont personal income taxes?
Taxpayer Services Division: 802-828-2865 or (toll free in Vermont) 866-828-2865 on Monday, Tuesday, Thursday, and Friday from 7:45 am to 4:30 pm. Tax examiners in this division can answer questions about Vermont personal income tax, Homestead Declaration, Property Tax Adjustment Claim, and Renter Rebate Claim.
Main number with directory: 802-828-2505
More phone numbers and email addresses: http://tax.vermont.gov/help-and-resources/contact
Do I need to file Vermont taxes?
The criteria for who must file in Vermont is the following:
- A Vermont Income Tax Return must be filed by a full-year or a part-year Vermont resident or a nonresident if you are required to file a federal income tax return, AND
- You earned or received more than $100 in Vermont income, OR
- You earned or received gross income of more than $1,000 as a nonresident. Read Vermont law at 32 V.S.A. § 5861 and § 5823(b) for information on sources of income.
What Vermont and federal forms do I need to file my personal income tax?
- Federal: The federal income tax form is the Form 1040 or 1040EZ or 1040A. There are a number of schedules that may be necessary to complete in addition to Form 1040. More forms are found at https://www.irs.gov/forms-instructions . For more information, see www.irs.gov .
- Vermont: The Vermont personal income tax return is Form IN-111. There are a number of schedules and worksheets that may be necessary to complete in addition to Form IN-111. More forms are found at http://tax.vermont.gov/tax-forms-and-publications/individuals . For more information, see http://www.tax.vermont.gov .
What is the due date for Vermont income tax returns?
The due date is usually April 15, but that date can change depending on whether the 15th falls on a weekend or holiday. The due date is the same for both federal and Vermont returns. To see the current due date, visit http://tax.vermont.gov/content/individual-income-tax-return-due-1
Vermont Income Tax Booklet and Forms
Does my library, town clerk, or post office have the Vermont Income Tax Return booklet or Vermont tax forms?
The Department of Taxes no longer distributes the booklet or forms in bulk to libraries, town clerks, or post offices. Why? The number of people who are e-filing their returns grows each year, and the demand has shifted away from paper filing. The Department believes is it a more efficient use of taxpayer dollars to offer electronic copies of booklets and forms for download and to mail materials only when requested. The Department encourages e-filing because there are fewer errors in e-filed returns, and e-filed returns are processed more quickly than paper returns. Taxpayers who e-file generally will receive their refunds more quickly than taxpayers who file using paper and mail them.
Why didn't I get a booklet or forms in the mail?
The Department no longer sends the booklet or forms automatically to taxpayers. This year, however, the Department sent 3,004 booklets to taxpayers who have filed using the forms in the booklet for the past two consecutive years. This is a trial to see if this reduces phone calls and email volume to the Department’s forms fulfillment.
How do I get Vermont income tax booklets or forms?
There are four ways to obtain booklets or forms:
- Download fillable PDF forms and instructions at http://tax.vermont.gov/tax-forms-and-publications/individuals
- Order forms using an online form at http://tax.vermont.gov/form-request
- Order forms by emailing email@example.com
- Order forms by phone by calling 802-828-2515 or (toll free) 855-297-5600
Where do I send my Vermont income tax return?
The addresses are stated at the bottom of Form IN-111, Vermont Income Tax Return, and below:
Claiming a refund?
Send your return to VT Department of Taxes, PO Box 1881, Montpelier, VT 05601-1881.
Making a payment?
Send your return to VT Department of Taxes, PO Box 1779, Montpelier, VT 05601-1779.
- Claiming a refund?
e-Filing Vermont Income Tax Returns
Does Vermont offer free online filing?
- Free e-filing for eligible taxpayers: There is free e-filing for eligible taxpayers both at the federal and state levels through Free File. Income is only one of the eligibility criteria. For details, visit http://tax.vermont.gov/individuals/free-file .
- Did you know? Last year, 65% of Vermont taxpayers were eligible for Free File, but only about 2% used the free online service to e-file their taxes.
- Free e-fling for Homestead Declaration, Renter Rebate Claim, and Property Tax Adjustment: All Vermont taxpayers may file these claims at no cost at http://www.myVTax.vermont.gov .
Free Help with Taxes
How do I get free help preparing my taxes?
Free help is available at sites throughout Vermont as follows:
- IRS Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly: Find out if there’s site near you at https://www.irs.gov/individuals/free-tax-return-preparation-for-you-by-volunteers
- AARP Foundation Tax-Aide Program: Find out if there’s a site near you at https://www.aarp.org/money/taxes/info-2018/aarp-tax-help-fd.html?intcmp=AE-HP-FLXSLDR-SLIDE1
- My Free Taxes Partnership: Find out if there’s a site near you at https://www.myfreetaxes.com/
- IRS Virtual Service Delivery in Montpelier: Call 844-545-5640 to schedule an appointment. The service is by appointment only on Mondays and Wednesdays at the Vermont Department of Taxes, 133 State Street, Montpelier.
Homestead Declaration, Property Tax Adjustment, Renter Rebate, Landlord Certificate
How do I file the Homestead Declaration?
- Information on the Homestead Declaration: http://tax.vermont.gov/property-owners/homestead-declaration . The taxpayer needs Form HS-122 to file a declaration.
- File online: http://www.myVTax.vermont.gov
- Download and print Form HS-122: http://tax.vermont.gov/sites/tax/files/documents/2017-HS-122.pdf
How do I file a Property Tax Adjustment Claim?
- Information on the Property Tax Adjustment Claim: http://tax.vermont.gov/property-owners/property-taxadjustment-claim . The taxpayer needs Form HS-122 (both sides) and Schedule HI-144 to file a claim.
- File online: http://www.myVTax.vermont.gov
- Download and print form HS-122, Homestead Declaration and Property Tax Adjustment Claim, and Schedule HI-144, Household Income: http://tax.vermont.gov/property-owners/property-tax-adjustment-claim
How do I file the Renter Rebate Claim?
- Information on the Renter Rebate Claim: http://tax.vermont.gov/property-owners/renter-rebate-claim . The taxpayer needs three forms to file a Renter Rebate Claim: Form PR-141, Renter Rebate Claim; Schedule HI-144, Household Income; and Form LC-142, Landlord’s Certificate (provided by the landlord).
- File online: http://www.myVTax.vermont.gov
- Download and print forms PR-141 and HI-144: http://tax.vermont.gov/sites/tax/files/documents/PR-141.pdf
How do I get—or complete—a Landlord’s Certificate (Form LC-142)?
- Information on Form LC-142, Landlord’s Certificate: http://tax.vermont.gov/property-owners/renter-rebate-claim/landlords
- File online through myVTax: http://www.myVTax.vermont.gov
- Download and print it: http://tax.vermont.gov/sites/tax/files/documents/LC-142.pdf
Questions on Specific Tax Topics
Many questions go beyond basic information and are too specific for FAQs. Below are a few common questions that can be easily answered by reviewing the websites provided. Any questions about Vermont taxes should be directed to the Department at one of the contact numbers provided in question 2.
If I won a large amount of money, what tax liability do I have?
See IRS guidance: https://www.irs.gov/taxtopics/tc419
If I received a large amount of money as a gift, do I have to pay taxes on it?
See IRS guidance: https://www.irs.gov/businesses/small-businesses-self-employed/frequently-asked-questions-on-gift-taxes
How do my health care subsidies affect my income tax return?
Read this fact sheet: http://tax.vermont.gov/sites/tax/files/documents/VHC-FedTaxPremiumCreditFS.pdf