Volunteer Income Tax Assistance Program
Eligibility for Tax Clinic Services - Income Limits:
$55,000 gross annual income and/or disability, elderly, and limited English proficiency.

Health coverage and your federal income taxes-the following link will take you to tools to help you claim the affordability exemption and calculate your premium tax credit https://www.healthcare.gov/taxes/tools/#bronzeplan

What to Bring With When You Get Your Taxes Prepared
  • • Prior year’s tax return
  • • If you do not have prior year tax return bring the prior year’s Adjusted Gross Income
  • • Current, active email address
  • • Valid picture I.D.
  • • For each person listed on the tax return, bring date of birth and one of the following:
  •    – Social Security card
  •    – Individual Taxpayer Identification Number (ITIN)
  • • For direct deposit of your refund, bring a voided check or savings account and bank routing information
  • • Income statements and forms
  • • Wages from each job (Form W-2)
  • • Interest (Form 1099-INT)
  • • Dividends (Form 1099-DIV)
  • • Retirement Plans (Form 1099-R)
  • • Gambling winnings (Form W-2G)
  • • Unemployment (Form 1099-G)
  • • Social Security benefits (Form SSA)
  • • Year-end income statements for MFIP, SSDI, SSI, MSA, GA, veterans’ benefits, and workers’ compensation
  • • Receipts for education expenses for your children, grades K-12 during the tax/calendar year
  •    – Examples: tutoring, rental/purchase of musical instrument, music lessons, pencils, notebooks markers, glue, computer hardware and educational software, etc.
  • • Tuition expenses paid to attend a university/technical college (Form 1098-T); for higher education credit, bring records of the books and other supplies required for the course(s) taken
  • • Interest you paid on student loans (Form 1098-E)
  • • Daycare expenses paid for your children
  •    – Bring provider’s name, address and tax ID or social security number
  • • Charitable donations records; cash and non-cash
  • • Homeowners:
  •    – Mortgage interest and real estate taxes paid (Form 1098)
  •    – Statement of Property Tax Payable – mailed by the county in March (Mobile home owners receive their statements in June.)
  • • Renters:
  •    – Certificate of Rent Paid (CRP) from your landlord
Tax Clinic Locations and Hours
LOCATION HOURS OF OPERATION ADDITIONAL DETAILS
Lakes and Pines CAC
1700 Maple Ave E
Mora, MN
Wednesday 5:00-8:00pm
Feb. 1, 8, 15, 22
Mar. 1, 8, 15, 22, 29
April 5, 12

Saturday 9:00am-1:00pm
Feb. 4, 11, 18, 25
Mar. 4, 11, 18, 25
April 1, 8, 15
Appointment Only, No walk ins
Lakes and Pines CAC
1700 Maple Ave E
Mora, MN
Thursday 5:00-8:00pm
Feb. 2, 9, 16, 23
Mar. 2, 9, 16, 23, 30
April 6, 13

Appointment Only, No walk ins
Our Redeemer Lutheran Church
825 Golf Avenue
Pine City, MN
Tuesday 2:00-8:00pm
Feb. 7, 14, 21, 28
Mar. 7, 14, 21, 28
April 4, 11, 18

Appointment Only, No walk ins
Trinity Lutheran Church
735 2nd St SE
Milaca, MN
Friday 9:00am-1:00pm
Feb. 3, 10, 17, 24
Mar. 3, 10, 17, 24, 31
April 7, 14

Appointment Only, No walk ins
Facilitated Self Assistance Tax Program
With the guidance of an IRS-certified coach in a classroom setting taxpayers prepare and e-file federal and state tax returns for FREE! Step-by-step interview questions in the tax software make it easier than ever for people to prepare an accurate return. Complete your returns and e-file in one session. Benefits to Taxpayers:
  • • Free e-filing of both federal and state tax returns
  • • Interview-based software
  • • Assistance from an IRS-certified coach
  • • Increased knowledge and understanding about tax returns
  • • Reduced waiting time for tax preparation
Call to register for a class near you by calling: 1-800-832-6082 option 4. Pre-registration is required.
LOCATION HOURS OF OPERATION
Aitkin Library
110 1st Avenue NE
Aitkin, MN 56431
Wednesday, 5:00pm
Feb. 1, 8, 15, 22
Mar. 1, 8, 15, 22, 29
April 5, 12

Cloquet Public Library
320 14th Street
Cloquet, MN 55720
Thursday, 4:45pm
February 2, 9, 16, 23
March 2, 9, 16, 23, 30
April 6, 13

Mora High School
400 Maple Avenue East
Mora, MN 55051
Thursday, 5:00pm
February 2, 9, 16, 23
March 2, 9, 16, 23, 30
April 6, 13

Onamia High School
35465 125th Avenue
Onamia, MN 56359
Tuesday, 5:30pm
February 7, 14, 21, 28
March 7, 14, 21, 28
April 4, 11, 18

Pine Technical and Community College
400 4th Street SE
Pine City, MN 55063
Wednesday, 6:00pm
February 1, 8, 15, 22
March 1, 8, 15, 22, 29
April 5, 12

How Filing Your Taxes Could Help Put Money in Your Pocket
The IRS, State of Minnesota and Lakes and Pines have many options available at our tax preparation sites that may help you achieve your financial goals.

Earned Income Tax Credit: You could be eligible to get money back from the IRS – as much as $6,044 – if you earned less than $51,567 from wages, self-employment or farming last year. Ask your tax preparer if you qualify for the Earned Income Tax Credit (EITC). EITC is a financial boost for working people in a recovering economy. Eligibility is based on several factors.

Minnesota’s Working Family Tax Credit: Similar to the EITC, this MN credit is a refundable credit to working individuals whose income is below certain levels. Ask your preparers for details.

US Savings Bonds: For taxfilers receiving a refund, a US Savings Bond is a great way to save for the future. Your tax preparer can split a portion of your refund directly into a Savings Bond when you file your taxes. Makes a great gift too

MyRA retirement account: This no cost Roth IRA can be set up directly from your tax return. MyRA carries no risk of losing money. It’s a smart way to save for retirement

Direct Deposit: Much faster and safer than paper refund checks, direct deposit is something that every taxfiler should use. Form 8888 allows you to deposit your refund in up to three different accounts.