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Items Needed to Prepare an Accurate Tax Return
Personal Information
- Government-issued ID for taxpayer and spouse (if filing jointly)
- Birthdates for all individuals listed on the tax return
- Social Security Card or Individual Taxpayer Identification Number (ITIN) for all listed individuals
- Direct deposit details (Routing and account number for direct refund deposit)
Year-End Statements
- W-2 forms for each job held during the year
- 1099 forms covering retirement distributions, Social Security benefits, unemployment income, interest, dividends, stock sales, cancellation of debt, or miscellaneous/1099-NEC income
- Form 1098 for mortgage or vehicle loan interest
- Certificate of Rent Paid (CRP) for renters
Education & Child Care Credits
- K–12 educational expenses paid for dependent children (Minnesota credit/subtraction)
- Form 1098-T for college tuition expenses
- Form 1098-E for student loan interest paid
- Child care expense details: Provider name, address, Tax ID or Social Security Number, and total amount paid
Minnesota Property Tax Refund
- Homeowners: Copy of your current-year property tax statement (mailed by the county each March)
- Mobile Homeowners: Must provide both the CRP and the current-year property tax statement
Additional Documents
- Prior year’s tax return
- Form 1095-A if health insurance was obtained through the Health Insurance Marketplace (MNsure / Healthcare.gov)
Self-Employment & Rental Property Owners
- Completed Self-Employment or Rental Property Worksheets Must include total income and detailed list of all expenses