Tax Info

Print
Press Enter to show all options, press Tab go to next option

The IRS is no longer supplying libraries with the full range of printed tax products, only forms and booklets for the 1040 series- currently no locations have received anything except maybe a Publication 17 reference copy and the IRS has stated products will be sent out later than normal (as of 1/17/18).  We do not expect any additional forms to arrive until after January.  The state of Minnesota does not send out anything to libraries.  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

  • You can print off IRS forms, instructions or publications or order them on their website.  Note: The IRS has told libraries that they plan to have the forms and instructions available for the current tax year (2017) online as of 1/29/18.  Prior to that older versions may appear.
  • To request IRS forms by mail, call 1-800-829-3676 from 7 am- 10 pm, Monday to Friday.
  • Business taxpayers can phone the same number to order forms or request they be mailed, a few are available online (not most of the 1090 series and W series).  Some business forms may be available for purchase at office supply stores. 

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 15

 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)