Taxes


Free Tax Preparation Services

General information

  • Tri-CAP is a VITA (Volunteer Income Tax Assistance) program that offers free tax preparation, by IRS certified volunteers,
    for individual returns of households grossing less than $35,000 or multiple person returns for households grossing less than $55,000.
  • Tri-CAP prepares income taxes, CRP/Renter’s Rebates, and Homeowners Property Tax rebates.
    Service for CRP/Renter’s Rebates or Property Tax Rebates only (not filing income tax) available after April 18th at our walk-in sites or by appointment at the Waite Park Tri-CAP office between May and August.
  • Returns are filed electronically and the direct deposit option to receive refunds is encouraged and options provided for.


Printable – What to Bring to Tax Site

 


MAY-AUGUST – By Appointment Only
TRI-CAP
– 1210 – 23rd Ave South, Waite Park
Tuesdays May 2nd – August 29th
9 am – 11 am


SELF-ASSISTED ONLINE OPTION-MY FREE TAXES PARTNERSHIP

  • This option provides free online federal and state tax preparation and filing assistance for tax payers earning less than $64,000 per year.
  • It is easy, safe, secure, and 100% free.
  • This site is sponsored by United Way and many corporate and government agencies.
    If you have questions, or would like assistance with this service, call Tri-CAP at 320-251-1612
  • Click here to go to My Free Taxes

If you are self-employed as an independent contractor, or you own your own
business and have no employees, we may be able to prepare your taxes.

We are not able to prepare taxes for farmers, daycare providers, taxi services, Day Traders, etc.

  • Helpful tools for self-employment:
    Self-employment tax organizer
    Self-employment income/expense worksheet
  • Year-round services are available if you receive a letter from the IRS or MN Department of Revenue with a specific time frame to file. Please call 320-251-1612 to schedule an appointment.
  • Tax services are made available through a grant provided by the State of Minnesota and funded in part by the Initiative Foundation, a regional foundation.

Information/documents to bring to tax appointments or have available to file online with My Free Taxes:

  • Prior year’s tax return
  • Valid picture I.D.
  • Fore each person listed on the tax return, bring date of birth and one of the following:
    –  Social Security card
    –  Individual Taxpayer Identification Number (ITIN)
  • For direct deposit of your refund, bring a voided check or savings account and bank routing information
  • Income statements and forms
  • Wages from each job (Form W-2)
  • Interest (Form 1099-INT)
  • Dividends (Form 1099-DIV)
  • Retirement Plans (Form 1099-R)
  • Gambling winnings (Form W-2G)
  • Unemployment (Form 1099-G)
  • Social Security benefits (Form SSA)
  • Year-end income statements for MFIP, SSDI, SSI, MSA, GA, veterans’ benefits, and workers’ compensation
  • Receipts for education expenses for your children, grades K-12 during the tax/calendar year
    –  Examples: tutoring, rental/purchase of musical instrument, music lessons, pencils, notebooks markers, glue, computer hardware and educational software, etc.
  • Tuition expenses paid to attend a university/technical college (Form 1098-T); for higher education credit, bring records of the books and other supplies required for the course(s) taken
  • Interest you paid on student loans (Form 1098-E)
  • Daycare expenses paid for your children
    –  Bring provider’s name, address and tax ID or social security number
  • Charitable donations records; cash and non-cash
  • Homeowners:
    –  Mortgage interest and real estate taxes paid (Form 1098)
    –  Statement of Property Tax Payable – mailed by the county in March (Mobile home owners receive their statements in June.)
  • Renters:
       –  Certificate of Rent Paid (CRP) from your landlord

Save Some, Fix Some, Spend Some

Financial services are available with tax preparation services through our “Save Some, Fix Some, Spend Some” program. Households have access to financial education, requests for free credit and ChexSystem reports, etc.

 

Where’s my refund?

In order to gain information on the progress of your tax return, you can call or check online with the IRS and the MN Department of Revenue

Information you will need includes:

  • Name
  • Social Security Number
  • Filing Status
  • Amount of your refund

IRS-Where’s my Refund
800-829-1954

Minnesota-Where’s my Refund
Watch Information Video
8 am – 4:30 pm Monday – Friday
651-296-3781
800-652-9094

 

Please read our Tri-CAP Data Privacy Notice & Consent

 


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