Tax Preparation Help

Updated 3/22/24

At this time, all tax help appointments at the library are booked.

The UMD Volunteer Income Tax Assistance (VITA) program provides tax return preparation services for low and moderate-income residents (<$62,000 annually) of the Duluth-Superior area.

Tax preparation assistance will be available at the Main Library, by appointment only. To make an appointment, please call 218-726-6779 or email umdvita@d.umn.edu.

For complete information, visit z.umn.edu/vita

When making preparations, please note:

Tax preparation services are available by appointment only. No walk-ins are permitted.

Appointments will be available for the following days, times, and locations:

• Mondays, 1-4 p.m., Duluth Public Library
• Wednesday, 3-7 p.m., UMD
• Saturdays, 10:30 a.m. - 2:30 p.m., Duluth Public Library

Please bring the following to your appointment: 

• Government issued photo identification
• For married filing jointly, both spouses must be present
• All forms, W-2 and 1099
• Information for other income
• Information for all deductions/credits including any forms 1098
• A copy of last year’s return
• Account number and routing number for direct deposit of refund
• Social Security cards or Individual Taxpayer Identification notices/cards for you, your spouse, and/or dependents
• Total paid, if any, to daycare provider and their tax ID number
• Birthdays for you, spouse, and dependents on the return
• Forms 1095-A (Affordable Health Care Statements)
• Rent Certificates (From CRP) and/or 2024 property tax statement (for 2023 refunds)
• Receipts for purchase of school-related materials for K-12 students

The IRS provides guidelines that the VITA Program must follow. Tax Return preparation is:

• Restricted to taxpayers with low to moderate-income ($62,000 or less).
• Limited to returns with the following types of income:
  • Wages and salaries (Form W-2)
  • Interest Income (Form 1099-INT)
  • Dividends Received (Form 1099-DIV)
  • State Tax Refunds (Form 1099-G)
  • Unemployment Compensation (Form 1099-G)
  • IRA Distributions (Form 1099-R)
  • Pension Income (Form 1099-R, Form RRB-1099)
  • Social Security Benefits (Form SSA-1099)
  • Simple Capital Gain/Loss
  • Sale of Home (1099-S) Limited to basic situation
  • Gambling Winnings (Form W-2G)
  • Cancellation of Debt from Credit Cards (1099-C)
  • Limited to returns with basic deductions
  • Limited to returns with the following tax credits:
    • Education Credits (Form 1098-T)
    • Child Tax Credit
    • Earned Income Credit
    • Child & Dependent Care Credit
    • Retirement Savings contribution credit
    • Available for Affordable Care Act Statements (Form 1095-A)