What to Bring to Your Tax Preparation Appointment

Make your next tax return appointment easy, fast, and efficient by bringing with you the correct documents. Use this checklist to help get organized before you come in.


Prior Tax Returns (if you are a new client)

  • If you are a new client, bring your tax returns from the previous three years.

 

Personal and Dependent Identification Information (if you are a new client)

  • Social security numbers
  • ITINs
  • Dates of birth
  • Driver’s license or state issued ID

 

Wage and Earning Statements

  • Form W-2, W-2G, and 1099-R, from all employers and payers
  • Self-employed business income and expenses (Forms 1099-MISC and 1099K)
  • Social Security benefits
  • Unemployment Compensation forms
  • Information on Broker and Barter Exchange Transactions
  • Records of lottery or gambling winnings and losses
  • Record of rental income and expenses
  • Healthcare reimbursements
  • Jury duty records
  • Hobby income and expenses
  • Prizes and awards (Form 1099-MISC)
  • Alimony received
  • Form 1099-MSA for distributions from medical savings accounts

 

Expense Records

  • Mortgage Interest Statement – Form 1098 (including home equity loans); and records of the purchase or sale of your residence
  • Records of real estate and personal property taxes paid
  • Records of state or local taxes paid (including sales tax for large purchases such as autos, boats, building products)
  • Records of medical, eye care, and dental expenses and mileage
  • Receipts for cash and non-cash charitable contributions
  • Mileage records and expenses incurred conducting volunteer work for charitable organizations (Example: Driving the church youth group to an event.)
  • Tuition and education fees paid and student loan interest paid
  • K-12 education expenses: tuition, book fees, and lab fees (in excess of $250) and school info
  • Total amount paid for a daycare provider and the daycare provider’s tax identifying number
  • Alimony payments
  • Records of any qualified energy efficient home improvements purchases
  • Records of federal and state estimated taxes and foreign taxes paid
  • Adoption costs

 

Health Insurance Documents

  • Health Insurance Marketplace Statement (Form 1095-A)
  • Health Coverage Statements from your Insurer or Employer (Form 1095-B/1095-C)

 

IRA Information

  • Amount contributed
  • Traditional IRA basis
  • Value of IRAs as of the end of the year

 

Business Expense Receipts

  • Mileage
  • Meals and lodging expenses
  • Travel expenses
  • Records of educator expenses paid
  • Parking and toll amounts
  • Office in home information (square footage of the area used for business and entire home)

 

If you are interested in tax refund direct deposit, or electronic payment of balance due

  • (for checking) a voided check from your checking account
  • (for savings) the bank account number and bank’s routing number

 

If you were affected by a Federally-Declared Disaster

  • Records of property loss
  • Records of building/repair costs
  • Insurance reimbursement/claims to be paid
  • FEMA assistance information

Contact us to schedule an appointment or request a quote.

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