We want to do your taxes right and get you the maximum refund. In order to do that, we’ll need you to bring all of the necessary documents.

Read through the list below and bring all of your paperwork to tax preparation!

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

1. TAX ORGANIZER (to be completed before your appointment)
  • 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
  • W-2s for each job
  • 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 2021, and the 2022 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)
  • Advanced child tax credit letter
  • Economic impact payments
  • Record of charitable donations