2019 Free Tax Site location

What to Bring

Click here for printable list of items to bring

Personal Information

• Photo ID
• Social Security cards for ALL persons listed on the tax return
• Birthdates for ALL persons listed on the tax return
• Direct Deposit information if using: Voided check or routing and account numbers
• NOTE: To file electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms

Income & Public Benefit Statements:

• Wage and earning statements (FOrm W-2, W-2G, 1099-R, 1099-Misc) from all employers
• Interest and dividend statements from banks (Forms 1099)
• Year-end income for MFIP, Social Security, SSI, MSA, GA, Veterans benefits, workers compensation 

Health Insurance:

• All Forms 1095, Health Insurance Statements for each person listed on tax return

Education & Child Care Credits:

• Record/receipts of educational expenses for children in grades K-12 (including school supplies, tutoring, art classes)
• Tuition expenses for university, college, or technical school (1098-T)
• Interest statement for student loans (1098-E)
• Child care expenses: Provider name, address, and Tax IS or Social Security number

Property Taxes:

• Renters: 2018 Certificate of Rent Paid (CRP)
• Homeowners: 2019 Property Tax statement (usually mailed by the county in March)
• Mobile Home Owners: 2018 Certificate of Rent Paid (CRP) AND 2019 Property Tax statement (usually mailed by the county in June)

Additional Documents:

• Record of charitable donations
• Previous years tax return if available

Where’s my refund?

For information on the status 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 (Federal)
• Birth Date (State)
• Amount of your refund

Click here for My Free Taxes website

Please read our Tri-CAP Data Privacy Notice & Consent

Tax Volunteers

TO VOLUNTEER PAGE FOR MORE INFO

TAX
VOLUNTEER LOGIN