Tax Professional Tip #10: Tips for Seniors and Tribal Members

Tax Pro Tips

Seniors

If your client is 65 or older, their income and lifestyle changes may affect their Minnesota income taxes.

For specific information for these clients, check out our Senior Citizens page and our Seniors Income Tax Fact Sheet.

Senior citizens may be eligible to defer a portion of their property taxes. For details, see our Property Tax Deferral for Senior Citizens webpage

Tribal Members

If your client is a Tribal member of a reservation, there are specific tax rules that may apply in their situation.

The Individual Income Tax for Tribal Members page has Minnesota tax information for these clients. If you have specific questions about Tribal members and taxes, reach out to tribal.outreach.mdor@state.mn.us.

New this year on Schedule M1M, Income Additions and Subtractions, for the subtraction on line 19, you must include the name of the Tribe and the physical address of the taxpayer. The Certificate of Degree of Indian Blood (CDIB) number or enrollment number is optional this year. There is a 10-character limit, and we will accept “Unknown” or blank if your client cannot obtain it. If they don’t know their number, they can contact their Tribe administration for future reference.

Questions? 

Contact us.

If you

Then

Need help with your clients’ accounts and have power of attorney on file with us

Contact the appropriate tax division

Have questions about tax law changes

Email our Tax Law Changes Team

Have general individual income tax questions, need time-sensitive assistance, or have feedback or an idea for a tax pro tip

Email our Tax Pro Outreach Coordinator or call 651-556-6606

Have general withholding tax questions

Email our Withholding Tax Outreach Team or call 651-556-3180

New! Did you miss a tax pro tip? Check out our Tax Pro Tips Archive on the Tax Pro Education page.

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