What To Provide

Agreement letter – available here, in the portal (public file), or pick up a paper copy from the drop box in my office lobby. Sign and return to me with your documents.
Questionnaire – available here, in the portal (public file), or pick up a paper copy from the drop box in my office lobby. Complete and return it to me with your documents.
Tax documents – see the following list

Income:

W2’s from all employment
Retirement – pension, IRA, annuity, regular or early withdrawals (1099-R)
Social Security (1099-SSA)
Self-employment, ‘gig,’ or rental income/expenses (1099-NEC or 1099-MISC)
Unemployment (1099-G)
Crypto/virtual currency transactions (Form 8949 or 1099-B if possible)
1099-K from venmo, paypal, etc if you received one
All other 1099’s (for misc income, interest, dividends, stock sales, debt cancellation, etc – check online bank and brokerage accounts, some forms are no longer mailed but are still taxed!)
Gambling income (W2-G), hobby income, unreported income
All other tax documents – if you’re not sure, include it
Final paystub of 2024 (not necessary, but sometimes helpful)

Expenses:

If you itemize, or are unsure whether itemizing is beneficial for you, provide:

Even if you don’t itemize, provide:

Charitable contributions
Student loan interest paid (1098-E)
Adoption costs; solar/geothermal/energy star door/window/furnace/boiler costs; qualifying electric vehicle
Educator expense (now up to $300 for K-12 teachers)

Additional items:

Driver’s license (or state issued ID) for taxpayer and spouse
Bank account and routing numbers for tax refund or payment
1095-A for those who purchased health insurance through MN Sure/marketplace and receive the premium tax credit (not for MNCare or MA)
1099-SA showing HSA distributions and a record of direct HSA contributions
1099-B for stock or mutual fund sales
Direct contributions to traditional IRA’s (payments made directly to IRA, not through work)
Alimony/spousal maintenance paid or received; divorce decree if divorced in 2024
Quarterly estimated payments: date and amount of each payment made for 2024
Identity protection personal id number (IP PIN) if one was issued to you

Children/dependents:

Proof they lived with you (e.g. medical or school document showing their name and your address) — this is required for every child, every year
Social security number and birth certificate for new dependents
Form 8332 from custodial parent, if non-custodial parent claims the child tax credit
Childcare (birth through age 12): Name, address, SS/EIN# of provider and amount paid
MN K-12 Education credit: required school expense, tutoring, music/art lessons, driver’s ed, etc. https://www.revenue.state.mn.us/qualifying-expenses
If your dependent college student files a return, I need to file the return or see the return they filed. PLEASE ensure they check the box ‘dependent of another’ if you qualify to claim them.

College education credits:

1098-T issued by the college/university
A financial statement from the school showing all charges and payments for 2024 (I must see this — it is typically available through students’ online account)

MN property tax refund (Homestead Credit and Renter’s Property Tax Refund):

Certificate of Rent Paid (CRP) – CHANGE! This is now filed on your personal MN tax return! Be sure to provide the CRP at the same time as your other tax documents.
2025 property tax statement if you have it yet (to be issued in March of 2025)
Homeowners – income of other adults living in your home (who are not on your tax return)
Nontaxable income – this is a long list, including scholarship/grants. M1PR nontaxable income addback list
The Homestead Credit is filed separately from income taxes. Refunds are generally paid between July and October.