Information to Help with Taxes

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There are a couple ways those with low-to-moderate incomes can file their taxes for free.

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Resources for Families

Paid Tax Preparers Need IRS Identification Number

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For the 2011 tax preparation season the IRS has initiated changes to strengthen the regulation of commercial tax preparers.

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IRS Offer in Compromise: Dealing with the IRS

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The IRS does have some options available to help people with their tax obligations due to unemployment or other financial problems.

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Revenue Recapture through Tax Refunds

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Some tax payers will not receive the refund shown on their Minnesota State tax returns.

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Savers Tax Credit

The Savers Tax Credit reduces or eliminates the income tax a taxpayer may owe while encouraging saving.

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Splitting Federal Income Tax Refunds

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Taxpayers have options and flexibility for choosing how to receive their federal income tax refunds.

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Roadmap for Important Papers (3.6MB DOC) — Use this form to organize all of your important information. Note: This Microsoft Word Document has been setup as a "form." You can fill it out, save it and print it off but you cannot make changes to this file. Use the "Read-only" option when you open the document.

Spending Plan: Short Form (862 K PDF) — Dollar Works 2 Action Page 3-4 — The new tax year is a perfect time to do a monthly spending plan (also called “budget”).

Tax Credits — Are you eligible to save money on this year's taxes? Learn more about available tax credits.

Tax Refund Decisions (616 K PDF) — Use Dollar Works 2 Action Pages to help you make decisions about maximizing your tax refund.

Instant Tax Refund Costs Fees — Review these instant tax refund facts before considering asking for one yourself.

Federal Poverty Guidelines (2012) (180 KB PDF) — Dollar Works 2 Action Page 3-6 — This easy-to-use chart helps you see if you qualify for any federal or state assistance programs based on your income level and household size.

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Resources for Professionals

Tax Credit Primer for Social Service Providers — Handbook used in 2012 trainings about state tax credits, free tax preparation sites, and tax education resources.

• See more training materials, including an archived webinar, from the 2012 trainings: HelpMnSave.org 

See the related program: Resource Management for Daily Life