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What should I bring?

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  • Government-Issued Photo ID

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  • Social Security card for everyone on your return

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  • Birth date(s) for everyone on your return
     

  • Proof of residency for your dependents who lived with you.

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  • Last year’s tax returns

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  • Routing and account number for  your bank accounts if  you would like your refund direct deposited or  your balance due to come out of your bank account

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Property Tax Refund

 

▪ Renters: Certificate of Rent Paid (CRP)  from your landlord

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▪ Homeowners: Statement of Property Tax 

Payable mailed by the county in March

 

▪ Mobile Homeowners: Certificate of Rent Paid (CRP) from your 

landlord and the Statement of Property 

Tax Payable mailed by the county in March

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▪ Other non-taxable income: See List

 

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Income

▪ Wages from each job (Form W-2)

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▪ Interest (Form 1099-INT)

 

▪ Dividends (Form 1099-DIV)

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▪ Sale of stock (Form 1099-B)

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▪ Sale of home(Form 1099-S)

 

▪ Retirement Plan (Form 1099-R)

 

▪ Gambling Winnings (Form W-2G)

 

▪ Unemployment (Form 1099-G)

 

▪ Social Security Benefits (Form SSA)

 

▪ Miscellaneous income

(Form 1099-MISC)

 

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Other:

Supplemental Security Income (SSI)

 

Minnesota Family Investment Program 

(MFIP) 

 

Minnesota Supplemental Aid (MSA)

 

General Assistance (GA)

 

Veterans benefits

 

Workers’ compensation

Expenses

• Tuition expenses you paid to attend a 

university, college, or technical college 

(Form 1098-T)

 

• Interest statements for student loans 

(Form 1098-E)

 

• IRA contributions

 

• Records of any itemized expenses you 

may wish to deduct. 

This includes:

▪ Out-of pocket medical expenses ▪ Charitable donations ▪ Vehicle license tabs

▪ Property taxes paid ▪ Mortgage interest paid 

(Form 1098)

 

• Daycare expenses. 

For each provider you paid, you must 

provide the name, address, amount paid, 

and Social Security Number or Employer Identification Number (EIN).

 

• Receipts for education expenses you 

paid for your children in grades K-12. 

This includes:

▪ Educational software ▪ Private school tuition

▪ Tutoring

▪ Academic books/materials ▪ Music lessons and music equipment 

purchases or rentals

▪ Tuition for academic 

summer camp

▪ Instructor fees for drivers 

education

▪ School supplies 

(pencils, notebooks, etc.)

 

• Business expenses 

 

• Health Coverage Statements 

(Forms 1095-A, B, or C) 

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