To make your tax preparation experience as fast and simple as possible, it is important to have all the information necessary to complete your tax return.

Here is a list of things you may need:

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• Valid Picture ID

• Social Security Cards

• Birth dates for every person in the household

• Income statements & Forms

• Form W-2

• Interest (Form 1099-INT)

• Dividends (Form 1099-DIV)

• Alimony Received

• Retirement Plans 

• Gambling Winnings

• 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 children 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 or savings account.