1. Personal Information
o Picture ID
o Birthdate for all persons listed on the tax return
ocial Security card or Individual Tax
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Identification Number (ITIN) card or letter for all
persons listed on the tax return
outing and account numbers for your savings
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account, checking account, and/or prepaid card
2. Year-End Income Statements
o W-2s for each job
o 1 099 forms for Retirement, Social Security,
unemployment, interest, dividends, stock sales, and
miscellaneous income
ear-end amounts for MFIP, SSI, MSA, GA, veterans’
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benefits, workers’ compensation
NONPROFIT ORG.
U.S. POSTAGE PAID
TWIN CITIES, MN
PERMIT NO. 26854
Tax Preparation Checklist
Bring the documents below. If you have questions call 651-287-0187.
free
TAX PREP
with us free means free
1040
3. Education and Child Care Credits
o Record of educational expenses you paid for your
children in grades K-12
uition expenses you paid to attend a college or
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university (Form 1098-T)
o I nterest statement for student loans (Form 1098-E)
o Child care expenses: provider name, address, tax
ID, or Social Security number
4. Property Tax Refunds and Deductions
o Homeowners: mortgage interest & real estate taxes
paid in 2016 and 2017 Property Tax statement
mailed by county in March
enters: Certificate of Rent Paid (CRP)
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5. Additional Documents
IRS-CERTIFIED
VOLUNTEERS
passionate about taxes
will get you the
MAXIMUM REFUND
o Previous year’s tax return
erification of health insurance for each person
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listed on return if purchased through MNsure
o Record of charitable donations
We cannot prepare your taxes if you: have income as a cab driver,
received rent payments from someone else, or declared bankruptcy
in the tax year you wish to file. There are other less common situations
that are beyond our scope as well. Please call 651-287-0187 if you have
questions about whether or not we can help with your tax situation.
Serving the community for 45+ years
TAX SEASON SCHEDULE
651-287-0187
www.prepareandprosper.org
JANUARY 21 - APRIL 15, 2017
appointment only
Annual income qualifications:
Appointments are scheduled 2 weeks out starting
January 9. Please allow 2-3 hours for preparation.
Individuals = $35,000 or less
To schedule an appointment, go to
www.prepareandprosper.org or call:
Families = $55,000 or less
General appointments: 651-287-0187
Self-employed = $55,000 or less
Self-employment appointments: 651-262-2169
ST. PAUL
Prepare + Prosper main office
2610 University Ave. W., Ste. LL, St. Paul 55114
Imagine a time when savings
would’ve made all the difference.
We are located in the lower level of the building.
Be ready for next time. Save some of your refund.
You can open a savings account, start a myRA
retirement account, or purchase a U.S. savings
bond at our sites.
Save some of your federal refund
and enter to win one of 100 $100
prizes throughout the tax season!
GOT
SOME
SAVE
SOME
TM
Spanish interpreters available
ASL interpreters (call to schedule)
Apply for an ITIN (call to schedule)
Tuesdays, Wednesdays, Thursdays + Saturdays
Self-employment
For those who made more than $6,000, operated
a day care, or had a home office, you must file at
Prepare + Prosper main office (see above). $6,000 or
less may file at any location. Certain guidelines apply.
Mondays + Wednesdays
We’re based in St. Paul year-round
and offer audit assistance.
Call 651-287-0187 for questions.
Get tax and money tips throughout
the year!
Text* taxes to 95577.
*Our mobile text messages are intended for subscribers over the age of
15 and are delivered via USA short code 95577. You may receive up to two
message(s) per month of text alerts. Message & data rates may apply.
MINNEAPOLIS
Minneapolis Urban League
2100 Plymouth Ave. N., Minneapolis 55411
Tuesdays, Thursdays + Saturdays
HOPKINS
ResourceWest
1011 1st St. S., Hopkins 55343
We are located in the lower level of the building.
Tuesdays, Wednesdays, Thursdays + Saturdays
All locations are wheelchair accessible
walk-in only
Everyone present at the sign-in time listed below
has an equal chance to be served and to be seen
first. Order is determined randomly. Those arriving
after sign-in will be served if there is space.
Due to capacity, we may not see everyone.
Please allow 2-4 hours for preparation. Do not arrive
more than 10 minutes before the sign-in time.
ST. PAUL
Eastside Financial Center
965 Payne Ave., St. Paul 55130
Hmong interpreters available
Tuesdays, Wednesdays + Thursdays: 5:30 p.m.
Saturdays: 8:30 a.m.
Hallie Q. Brown Community Center
270 N. Kent St., St. Paul 55102
Tuesdays + Thursdays: 5:30 p.m.
Saturdays: 8:30 a.m.
MINNEAPOLIS
East Side Neighborhood Services
1700 2nd St. NE, Minneapolis 55413
Tuesdays + Thursdays: 5:30 p.m.
Saturdays: 8:30 a.m.
Hope Community Center
611 E. Franklin Ave., Minneapolis 55404
Tuesdays + Thursdays: 5:30 p.m.
Saturdays: 8:30 a.m.
BLOOMINGTON
Creekside Community Center
9801 Penn Ave. S., Bloomington 55431
Tuesdays + Thursdays: 5:30 p.m.
Saturdays: 8:30 a.m.