What to Bring

When possible, please bring the original or a physical copy of your documents.

1. PERSONAL INFORMATION
  • Picture ID
  • Birthdate for all persons listed on the tax return
  • Social Security card or Individual Tax Identification Number (ITIN) card or letter for all persons listed on the tax return
  • Routing and account numbers for your savings account, checking account, and/or prepaid card
2. YEAR-END INCOME STATEMENTS
  • W-2s for each job
  • 1099-Misc for MN one-time rebate payment
  • 1099 forms for retirement, Social Security, unemployment, interest, dividends, stock sales, and miscellaneous income
  • Year-end amounts for MFIP, SSI, MSA, GA, veterans benefits, workers’ compensation
3. EDUCATION AND CHILD CARE CREDITS
  • Record of educational expenses you paid for your children in grades K-12
  • Tuition expenses paid for you or your child to attend a college or university (Form 1098-T)
  • Student loan interest statement (Form 1098-E)
  • Child care expenses: Provider name, address, and tax ID or Social Security number
4. PROPERTY TAX REFUNDS AND DEDUCTIONS
  • Homeowners: Mortgage interest and real estate taxes paid in 2023, and the 2024 Property Tax statement mailed by the county in March
  • Renters: Certificate of Rent Paid (CRP)
  • Mobile home owners: All of the above documents
5. ADDITIONAL DOCUMENTS
  • Previous year’s tax return
  • Verification of health insurance if purchased through MNsure (Form 1095-A)
  • Record of charitable donations
1. TAX ORGANIZER (TO BE COMPLETED BEFORE YOUR APPOINTMENT)
2. PERSONAL INFORMATION
  • Picture ID
  • Birthdate for all persons listed on the tax return
  • Social Security card or Individual Tax Identification Number (ITIN) card or letter for all persons listed on the tax return
  • Routing and account numbers for your savings account, checking account, and/or prepaid card
3. YEAR-END INCOME STATEMENTS
  • Income statements and forms: W-2 for each job, 1099-NEC, 1099-K, or any other tax document
  • 1099-Misc for MN one-time rebate payment
  • 1099 forms for retirement, Social Security, unemployment, interest, dividends, stock sales, and miscellaneous income
  • Year-end amounts for MFIP, SSI, MSA, GA, veterans benefits, workers’ compensation
4. EDUCATION AND CHILD CARE CREDITS
  • Record of educational expenses you paid for your children in grades K-12
  • Tuition expenses paid for you or your child to attend a college or university (Form 1098-T)
  • Student loan interest statement (Form 1098-E)
  • Child care expenses: Provider name, address, tax ID, or Social Security number
5. PROPERTY TAX REFUNDS AND DEDUCTIONS
  • Homeowners: Mortgage interest and real estate taxes paid in 2023, and the 2024 Property Tax statement mailed by the county in March
  • Renters: Certificate of Rent Paid (CRP)
  • Mobile home owners: All of the above documents
6. ADDITIONAL DOCUMENTS
  • Previous year’s tax return
  • Verification of health insurance if purchased through MNsure (Form 1095-A)
  • Record of charitable donations