FREE VIRTUAL TAX PREPARATION
Lakes and Pines is not offering in-person tax preparation this year. All tax preparation will be VIRTUAL and secure via phone or a video meeting. We will tell you how to prepare for and participate in your VIRTUAL tax appointment.

Taxpayers may go to the Minnesota Department of Revenue, https://www.revenue.state.mn.us/individuals and the IRS websites https://www.irs.gov/filing/individuals/how-to-file for forms and/or to file their tax forms. Youtube has some tax preparation how-to videos, such as this one for single filers https://www.youtube.com/watch?v=XrA_i2a8uvY

If an individual needs assistance with filing for their Stimulus payment, we WILL still assist with that.
Virtual VITA
If you wish to utilize Lakes and Pines free tax preparation services to complete your tax returns, please follow the necessary steps listed below.

13614C Intake/Interview Form

1. Complete the three forms on the website and upload or turn in
2. Gather all of your necessary tax documents which may include:
a. Photo ID for each adult (This must be a copy)
b. Social Security card for each person on the tax return (This must be a copy)
c. Birthdates for each person on the tax return
d. All income statements or W-2’s
e. Year-end benefit statements from county, VA or Workman’s compensation
f. All 1099’s
g. Bank Interest
h. K-12, childcare, and college expenses
i. Charitable donations
j. Student loan payments
k. Direct Deposit information
l. Certificate of Rent Paid
m. Homeowner’s statements, interest paid, taxes

3. You may turn documents in to Lakes and Pines by one of the following methods:
a. Use Secure Upload option at www.lakesandpines.org
b. Mail to Lakes and Pines 1700 Maple Avenue East, Mora, MN 55051
C. Drop off at a Lakes and Pines location or as directed when making an appointment.

4. If mailing in or dropping off your tax documents please provide COPIES, not originals.  We will take all care with tax documents that reach the Community Services Department. We are not responsible for mailed or dropped off tax documents that are lost. COPIES of your tax documents may be dropped off at limited times in Milaca and Pine City or anytime at the Lakes and Pines' offices in Mora, Moose Lake or North Branch. Mailed and dropped off copies must arrive 5 business days prior to your appointment. Copies that are mailed in or dropped off will not be returned. They will be shredded when your tax returns are complete. 

5. Once your tax documents are received, tax staff will call you to complete the tax intake. Please be sure to include a working contact phone number!

6. After the phone intake is completed and all necessary documents are received, your tax return will be prepared and quality reviewed by IRS certified volunteers.

7. When your tax return is complete Tax Staff will contact you to give you the results, copies of your returns and to obtain the necessary signatures to electronically file your return.

Lakes and Pines will prioritize tax returns for taxpayers who are due a federal or state refund or need to file those returns. Property tax refunds and renter’s refunds will continue to be processed prior to the filing date for those returns of August 15th, 2021.

If you have any questions or concerns please call Lakes and Pines at 1-800-832-6082 or 320-679-1800
Volunteer Income Tax Assistance Program
Lakes and Pines provides free tax preparation to low and moderate income individuals and families through partnership with the MN Department of Revenue and the Internal Revenue Service, and the skills and dedication of IRS-certified volunteers.
In accordance with federal and state laws, Lakes and Pines CAC is an equal opportunity employer, contractor, volunteer coordinator and provider of services.
Lakes and Pines prepares Income Taxes, Renter's Refunds, and Homeowners Property Tax Refunds.
We are not able to prepare taxes for farmers, daycare providers, taxi services, day traders, etc.
Returns are filed electronically and the direct deposit option to receive refunds is encouraged.
Financial Empowerment Information is provided at all tax sites. Would you like assistance in budgeting, a debt reduction plan, or increasing your credit score? We can help!
What copies to provide for Virtual VITA tax preparation
Personal Information
• Photo ID for primary and secondary taxpayer
• Social Security cards for ALL persons listed on the tax return
• Birthdates for ALL persons listed on the tax return
• Direct Deposit information if using: Voided check or routing and account numbers
• NOTE: To file electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms

• Income & Public Benefit Statements:
• Wage and earning statements (Form W-2, W-2G, 1099-R, 1099-Misc) from all employers
• Interest and dividend statements from banks (Forms 1099)
• Year-end income for MFIP, Social Security, SSI, MSA, GA, Veterans benefits, workers compensation
• Gambling winnings

Health Insurance:
• All Forms 1095, Health Insurance Statements for each person listed on tax return

Education & Child Care Credits:
• Record/receipts of educational expenses for children in grades K-12 (including school supplies, tutoring, art classes)
• Tuition expenses for university, college, or technical school (1098-T)
• Interest statement for student loans (1098-E)
• Child care expenses: Provider name, address, and Tax IS or Social Security number

Additional Documents:
• Record of charitable donations
• Previous years tax return if available

Property Taxes:
• Renters: 2020 Certificate of Rent Paid (CRP)
• Homeowners: 2021 Property Tax statement (usually mailed by the county in March)
• Mobile Home Owners: 2020 Certificate of Rent Paid (CRP) AND 2021 Property Tax statement (usually mailed by the county in June)
• Valid email address
• Previous years taxes
Where’s My Refund
For information on the status of your tax return, you can call or check online with the IRS and the MN Department of Revenue IRS https://www.irs.gov/refunds Call Internal Revenue Service 800-829-1954 MN Dept of Revenue https://www.revenue.state.mn.us Call MN Dept. of Revenue 651-296-4444 or 800-657-3676

Information you will need includes:
• Name
• Social Security Number
• Filing Status (Federal)
• Birth Date (State)
• Amount of your refund