Tax Info

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The IRS is no longer supplying libraries with the full range of printed tax products, only forms and booklets for the 1040 series.  Library locations have the full range of 1040 forms and booklets, 1040 A forms and booklets, and 1040 EZ forms and booklets we will be receiving, including the reproducible forms (3/6/18).  The state of Minnesota does not send out anything to libraries, you have to call the state for them or print them (information below).  Many tax forms and documents can be printed at the library for $.15 per black and white page.  Please note that this year's filing deadline is April 17.

Federal Information

State of Minnesota Information

Free Tax Help

Free tax help sponsored by the library is offered to older taxpayers, those with low to moderate income, and/or those with limited English proficiency, that have a simple tax return.  Taxpayers with unusual or complex tax questions should seek help from the IRS or a paid preparer.  See the list below for confirmed dates, times, and locations in addition to what you must bring with you. 

Volunteer tax counselors are trained by the IRS, MN Dept. of Revenue and AARP Foundation, and must be certified by the IRS to counsel.  If the sites below are not convenient, search the Minnesota Department of Revenue or the IRS list of Free Tax Preparation sites for additional locations.

Locations

  • Chaska: Moravian Church, 115 4th Street East
       Mondays, 9 am-12:30 pm from February 19-April 9
  • Chanhassen: Chanhassen Library, Wilder Room, 7711 Kerber Blvd.
       Tuesdays, 9 am-1 pm from February 20-April 10
  • Norwood Young America: The Harbor, 300 North Faxon Road
      Wednesdays 1-3:30 pm from February 21-April 11
  • Waconia: Faith Lutheran Church, Door #11 only, 800 Waconia Parkway
        Wednesdays, 9-11:30 am from February 21-April 11
  • Watertown: City Hall, 309 Lewis Ave.
       Thursdays 9 am-1 pm March 15 and April 5 (note correction)

 You must bring with you:

  • Last year’s tax return(s).
  • Social Security cards or official documentation for yourself and everyone on your return.
  • Photo I.D. required for all taxpayers.
  • Checkbook if you want to direct deposit any refund(s).
  • Income:
    • W-2 from each employer
    • Unemployment compensation statements
    • SSA-1099 Form showing the total Social Security paid to you or Form RRB-1099
    • 1099 Forms reporting interest (1099-INT), dividends (1099-DIV), proceeds from sales (1099-B), as well as documentation showing the original purchase price of your sold assets
    • 1099-R Form if you received a pension, annuity, or IRA distribution
    • 1099-MISC Forms
    • Information about other forms of Income
    • Amount of state or local income tax refunds
  • If Itemizing, bring the following:
    • 1098 Form showing any home mortgage interest
    • A list of medical/dental expenses
    • Summary of contributions to charity
    • Receipts or canceled checks for all quarterly or other paid tax
    • Property Tax bills and proof of payment
  • Health insurance:
    • 1095A Forms if you purchased insurance through the Marketplace (Exchange)
    • 1095B/1095C Forms (if applicable)
    • Any exemption correspondence from the Marketplace (if applicable)
  • Credits:
    • Dependent care provider information (name, employer ID, or Social Security number)
    • 1098-T and 1098-E Forms (Tuition and Student Loan Interest)