Tax assistance services are suspended until further notice.
LOCATIONS, DATES, AND TIMES
WHAT TO BRING
Valid Photo ID for each taxpayer—current state driver’s license, state ID, or passport.
A Social Security Card or an ITIN Card and the date of birth for ALL taxpayers and dependents listed on the return are REQUIRED. Acceptable substitutes for the SSN card are letters or other documents (such as Form SSA-1099) from the Social Security Administration if it has the complete SS number on it. Also, an exception to this requirement can be made if taxpayers had their previous year’s tax return prepared at the same AARP Tax-Aide site AND that return is presently in that site’s computer data base.
LAST YEAR’S TAX RETURN—required if itemizing, otherwise highly suggested.
Tax documents and records of all income including W-2s and W-2G, self-employment, unemployment insurance benefits, bank or mutual fund interest, pension or other retirement plan payments, tips, investment income, prior year tax refunds (state and property tax) and Forms 1099B, 1099R, 1099DIV, 1099INT, 1099Misc, 1099RRB, 1099K, and Schedule K-1. If self-employed, provide records of all Forms 1099MISC, cash income, expenses, and auto business mileage.
Records of all estimated Form 1040ES or other tax payments.
Forms/ letters of all governmental assistance and payments—Social Security, SSDI, Supplemental Security Income (SSI), GA, MSA, Veterans Benefits, Workers’ Compensation, and Housing Support (GRH).
If itemizing, include Statement of Property Tax Paid in 2019, mortgage interest statement, and all organized documentation of medical, dental and education expenses, charity contributions, and expense related documents.
Healthcare documents: Form 1095-A if you purchased insurance under the Affordable Care Act through the Marketplace/Exchange (MNsure), Forms 1095B or C showing healthcare coverage (for returns prior to Tax Year 2019), Form 1099SA for HSAs (Health Savings Accounts), and Form 1099-LTC for Long Term Care insurance policy distributions.
Information on amount of alimony paid or received and the date of the divorce decree.
Information pertaining to childcare expenses, K-12 education expenses, Form 1098-T post-secondary education expenses, statements of account from colleges/universities, and K-12 educator expenses.
Records of student loan interest paid, with details of original loan principal amounts and monthly payments.
Statement of Property Tax Payable in 2020 (available after mid-March) or Certificate of Rent Paid (CRP).
Important Information to Bring to Your Tax-Aide Appointment (PDF checklist)
If you are married and will be electronically filing a joint return, both spouses must be present to sign the required forms.
All returns will be electronically filed.
All tax assistance is provided by AARP Volunteers.
ADDITIONAL TAX HELP RESOURCES
Tax Aide Site Locator
AARP Foundation Tax-Aide offers free, individualized tax preparation for low-to-moderate-income taxpayers - especially those 50 and older. Find a location near you.
Free Tax Preparation - Prepare + Prosper
Services provided by IRS-certified volunteers who are passionate about taxes and finances.
Free Tax Preparation Sites - Minnesota Department of Revenue
The Volunteer Income Tax Assistance (VITA) and AARP Tax-Aide programs help prepare federal and state income tax and property tax refund returns. There are over 200 free tax preparation sites available across Minnesota. You may qualify for free tax preparation for your returns.
Through United Way’s partnership with H&R Block, households with a simple return can file their federal and state taxes for free.