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Tax Help

 

Income: United Way of Olmsted County

 

Free Tax Preparation

Low- and moderate-income households have two free tax filing options!

Thousands of low-income households access this necessary service for free, improving access to tax credits and bringing dollars back into our community in the form of tax refunds.

 

 

          

A partnership between United Way of Olmsted County and The AARP Foundation provide free tax preparation services for taxpayers in Olmsted and Dodge Counties (participating sites listed below). 

 

Tax-Aide

  • Ideal for low- and moderate-income taxpayers
  • Appointment only (call or schedule online)
  • Federal and MN returns only (OR have a state with no income tax: AK, FL, NV, SD, TX, WA, WY)
  • Part-year residents or taxpayers who have income from another state must call to schedule (it will require several appointments and help by a specialist in other state income)
  • Property tax and or rent rebate returns
  • 2019 returns and up to 3 prior years (2016-2018 (you must schedule a separate appointment at a different time for each return)
  • Appointments available with interpreter (do not make appointment online - call to schedule and to request an interpreter) 
  • If you are the power of attorney for a taxpayer, you must bring proper documentation to the appointment and you must call to schedule your appointment, do not schedule online
  • This service CANNOT:
    1. Work with someone who filed for bankruptcy in 2019
    2. Amend a return that was not completed by us
    3. A taxpayer has business inventory, depreciation, or employees, expenses of over $25,000, daycare business in their home or a net business loss
    4. A taxpayer who has rental income or farm income
    5. A taxpayer who has cancelleation of debt (other than cancellation of credit card debt or cancellation of principal residence debt) 
    6. A taxpayer who needs to itemize casualty or theft losses
    7. There may be other unusual issues that would cause a return to be out-of-scope for the program. These will become evident only at the appointment time. 

MyFreeTaxes.com  

  • Federal returns
  • Returns for up to 3 states
  • Property tax returns
  • 2019 taxes only
  • No foreign income
  • Comfortable using a computer on your own (using email regularly, shopping on the internet independently, etc)
  • Free for households earning up to $66,000
  • Call to schedule an appointment, schedule one on your own here, walk in, or file on your own from home

Have more questions about which free tax filing option is right for you? Check out our Frequently Asked Questions, or call 287-1958 for assistance. More information on claiming your maximum refund here!

Filing
File in person at a tax site with an IRS-certified tax professional.

Appointment Information

Appointments can be made by calling 507-287-1958 starting January 15th, 2020 Appointments will start February 1st and run through mid April.

If you would like to schedule your appointment online, please click here and follow these steps:

***IF you need multiple tax years done OR if you are filing as the power of attorney for another tax payer, you must CALL to schedule your appointment***

1. Choose location of appointment 

Locations:

  • 125 Live
  • Hawthorne Education Center
  • Salvation Army
  • Dodge Center Library
  • Mantorville Senior Center
  • Stewartville Civic Center
  • Kasson Library 

2. Choose time of appointment and provide identifying information 

3. Print and review documents to complete and bring to appointment. Plan to show up 15 minutes before appointment.

Filing
Filing is free for households that earned up to $66,000 in 2019 (annual gross income). 
Drop in clinics may be available starting in February on Wednesday evenings from 5-8 PM at the Rochester Public Library.
 Call to schedule an appointment, schedule one on your own here, walk in, or file on your own from home

You can file on your own at www.myfreetaxes.com .

The IRS has announced changes to the ITIN (Individual Tax Identification Number) program. If you have an ITIN number that has no tbeen used on a federal income tax return at least once in the last 3 consecutive years or an ITIN number with the middle digits 70, 71, 72, or 73, your ITIN number will expire at the end of 2018. Click here to learn more about these changes from teh IRS. Information is available in English and Spanish.

The Minnesota Department of Revenue is warning taxpayers of a recent over-the-phone caller ID spoofing scam. Taxpayers should beware of phone calls from scammers claiming to be from the IRS or the department who demand immediate payment of tax debts.  In some cases, the scammers use caller ID spoofing where the phone numbers they call from are made to look like they are coming from the IRS or the department.

According to the FCC, caller ID "spoofing" occurs when a caller deliberately falsifies the information transmitted to your caller ID display to disguise their identity. Spoofing is often used as part of an attempt to trick someone into giving away valuable personal information so it can be used for illegal activity, such as filing for a fraudulent tax refund.

When contacting you the department will not:

  • Demand immediate payment without first mailing a letter.
  • Demand that you pay taxes and not allow you to question or appeal the amount you owe.
  • Require that you pay your taxes a certain way. For instance, require that you pay with a prepaid debit card.
  • Threaten to call the police or other law enforcement agencies to arrest you for not paying.

Use caution and NEVER provide personal information unless you are absolutely sure the situation is legitimate.

More information about these types of scams can be found on the IRS website.

Have more questions about what to bring to your appointment? Check out our Frequently Asked Questions, or call for assistance. 

AARP Tax-Aide Sites
Benefits.gov
Bridge to Benefits
EITC Info from IRS
MN State Tax Info

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