Do I qualify for free tax preparation?
You may qualify for free tax preparation at various locations across Minnesota. You can generally get help at a Volunteer Income Tax Assistance (VITA) site if any of the following are true:
- You are age 60 or older,
- You are disabled,
- You speak limited or no English, or
- Your annual income is $54,000 or less
In addition, the AARP Tax-Aide program offers free tax preparation for all taxpayers, particularly those who are age 60 or older. AARP Tax-Aide sites do not have income or age restrictions.
Both programs will only prepare basic returns.
When is free tax preparation available?
Most free tax preparation sites are open Feb. 1- April 15. At some locations, help is available during the summer months for the Homestead Credit Refund (for Homeowners) and Renter’s Property Tax Refund or prior year income tax returns.
Search for free tax preparation sites
Important - before you search:
- Take note of the program type (VITA or AARP Tax-Aide) as this may limit which sites you are eligible to use.
- Information on free tax preparation sites is provided by volunteer organizations. Although this information was current when posted, hours and dates of sites sometimes change during the filing season. Please review the opening and closing dates for each site listed in your search results.
- All sites provide services in English. To find a site that provides assistance in another language, please choose from the Language drop down menu below.
- Taxpayers with disabilities are encouraged to call the tax preparation site directly for the most up to date information on site accessibility and/or to request an accommodation.
- If you cannot locate a site near you, call 651-296-3781 or 1-800-652-9094 (toll-free) for assistance.
What should I bring with me?
You should bring any statements, forms, receipts, or other documentation of your income, tax-deductible expenses, and property tax or rental payments you made. The list below includes the records most often needed. You may disregard any that do not apply.
- Photo identification
- Social Security cards (or Individual Taxpayer Identification Number (ITIN) card or letter) for you, your spouse, and all dependents listed on your return
- Birth dates for you, your spouse, and all dependents listed on your return
- Last year's tax returns
- If you wish to use the direct deposit/direct debit option, be sure to bring your checkbook with you to verify your bank account and routing information.
- Income statements or forms:
- Wages from each job (Form W-2)
- Interest (Form 1099-INT)
- Dividends (Form 1099-DIV)
- Sale of stock (Form 1099-B)
- Retirement plans( Form 1099-R)
- Gambling winnings (Form W-2G)
- Unemployment (Form 1099-G)
- Social Security benefits (Form SSA)
- Miscellaneous income (1099-MISC)
- Any other statements showing income from other sources (such as: Supplemental Security Income (SSI), Minnesota Family Investment Program (MFIP), Minnesota Supplemental Aid (MSA), General Assistance (GA), veterans benefits, workers’ compensation)
If applicable, also bring:
- Tuition expenses for university, college or technical college (Form 1098-T)
- Interest statements for student loans (Form 1098-E)
- IRA contributions
- Records of any itemized expenses you may wish to deduct, such as:
- Out-of-pocket medical expenses
- Noncash donations
- Cash donations
- Vehicle license tabs
- Property taxes paid
- Job-related moving expenses
- Mortgage interest paid (Form 1098)
- Tax preparation fees
- Uniform costs
- Daycare expenses. For each provider you paid, you must provide the name, address, amount paid, and Social Security number (SSN) or Employer Identification Number (EIN).
- Receipts for education expenses you paid for your children in grades K-12, such as:
- Educational software
- Private school tuition or tutoring
- Academic books/materials
- Music lessons and music equipment purchases or rentals
- Tuition for academic summer camp
- Instructor fees for drivers education
- School supplies (pencils, notebooks, etc.)
- Property Tax Refund documents
- Renters: Certificate of Rent Paid (CRP) from your landlord
- Homeowners: Statement of Property Tax Payable mailed by the county in March