Tax Preparation Help

Updated 2/2/24

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)

File Online:

You can file Federal, State, and Property Taxes for free if you qualify. Check it out at myfreetaxes.com

Where to get forms:

FEDERAL:
IRS (Internal Revenue Service)
By phone: 1-800-829-1040
OR
Online: www.irs.gov/forms-pubs/order-products 

STATE:
Minnesota Department of Revenue
By phone: 1-800-652-9094 or 1-651-296-3781
https://www.revenue.state.mn.us/filing-paper-income-tax-return

Duluth Public Library 2/2/2024

Please note: Library staff is not trained to help with tax questions.
Please contact the IRS or the Minnesota Department of Revenue for professional tax help.

 

 

 

In this Section

Federal and State Offices

IRS - Duluth Office
515 W. 1st St., Federal Bldg. Room 105
Duluth, MN 55802

 Tax Information:
800-829-1040

Forms & Publications:
800-829-3676

Recorded Tax & Refund Information:
800-829-4477

No state return preparation

 

This office follows the federal holiday schedule.

Forms available in the lobby.
Web site: www.irs.gov

To make an appointment:
844-545-5640


Minnesota Department of Revenue
600 N. Robert St.
St. Paul, MN 55101

For questions about individual income tax, email:
individual.incometax@state.mn.us
     or call: 651-296-3781   or   800-652-9094
     TTY:  Call 711 for Minnesota Relay
Phone Assistance Hours:
Monday - Friday:
 8:30 a.m. - 4:30 p.m
Web site: https://www.revenue.state.mn.us/

Mail questions to:
     Minnesota Department of Revenue
     600 N. Robert St.
     St. Paul, MN 55146

Mail tax returns to:
     Minnesota Individual
 Income Tax
Mail Station 0010
600 N. Robert St.
     St. Paul, MN 55145-0010