What you need: 

  • Valid picture I.D
  • Social Security card or Individual Taxpayer
  • Identification Number for every person in the house
  • Birth dates for every person in the house
  • Income statements or forms
  • Copy of wage information for each job (Form W-2)
  •  Interest (Form 1099-INT)
  • Dividends (Form 1099-DIV)
  • Alimony received
  • Retirement Plans (Form 1099-R)
  • Gambling Winnings (Form 1099-2G)
  • Unemployment (Form 1099–G)
  • Social Security Benefits (Form SSA-1099)
  •  Year-end income statements for MFIP (MN Family Investment Program), SSI (Supplemental Security Income), MSA (MN Supplemental Aid), General Assistance (GA), Veteran’s benefits and worker’s compensation.
  • Receipts for educational expense paid for child(ren)attending kindergarten through 12th grade. For example: pens, paper, calculators, tutoring,rental/purchase of instrument, music lessons, etc.
  • Tuition, enrollment fees, and student activity fees paid for the taxpayer, spouse, or dependent to attend college, technical school, or classes to improve job skills. (Form 1098-T).
  • Interest paid on student loans (Form 1098-E
  • Daycare expenses paid for children ages 12 and under. With provider’s name, address, and tax ID or Social Security Number.
  • Documentation of other expenses you may wish to deduct, such as: medical expenses you paid out of your own pocket; charitable donations (cash or inkind); vehicle license tab fees; tax preparation fees; uniform costs
  •  A copy of your previous year’s tax return. Eligible taxpayers can file three years back for unclaimed tax credits.
  • Homeowners: Mortgage interest (Form 1098), property taxes paid, property tax refunds received
  • Renters: Certificate of Rent Paid (CRP) from your landlord; renters’ credit refunds received
  •  Direct deposit information for a checking account