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What You Need to Know About the Recent Minnesota Tax Relief Bill

Written by Birchwood Financial Partners | Jun 13, 2023 1:23:57 PM

Minnesota passed a $3 billion tax relief bill on May 24, 2023. Eligible Minnesotans will experience tax relief this year and may qualify for state tax exemption with Social Security benefits. Here are a few key provisions to be aware of:

  • One-Time Rebates:

    • Joint filers qualify for the full $1,300 with three child dependents.
    • Single filers qualify for the full $1,300 with four qualifying children.
    • Single filers earning up to $75,000 will receive a payment of $260. 
    • Joint filers earning up to $150,000 will receive a payment of $520. 
    • Child dependents are also eligible for the one-time Minnesota rebate payments. The legislation allows families to receive an additional $260 for each dependent. Families can receive up to $1,300. This means that your rebate payment will not exceed $1,300, even if you have several dependent children. 

Rebate checks will be based on your 2021 tax return.

HERE are instructions for what you need to know/do in order to receive your rebate.

  • Child Tax Credits:

    • Joint filers earning less than $35,000 are eligible for the maximum $1,750 per dependent. 
    • All other filers earning less than $29,500 are eligible for the maximum $1,750 per dependent.
    • Families exceeding the above income thresholds may still qualify for the child tax credit but could see a reduced amount.

Credits will be refundable when you file your 2023 tax return. 

  • Social Security Benefits:

    • Exempt from state taxes for couples earning less than $100,000 (phasing out at $140,000)

    • Exempt from state taxes for single filers earning less than $78,000 (phasing out at $118,000)

There were other tax law changes to this bill that the Minnesota Department of Revenue will share at https://www.revenue.state.mn.us/tax-law-changes as they have updates and guidance.