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 numbersITINsDates of birthDriver’s license or state issued ID Wage and Earning StatementsForm W-2, W-2G, and 1099-R, from all employers and payersSelf-employed business income and expenses (Forms 1099-MISC and 1099K)Social Security benefitsUnemployment Compensation formsInformation on Broker and Barter Exchange TransactionsRecords of lottery or gambling winnings and lossesRecord of rental income and expensesHealthcare reimbursementsJury duty recordsHobby income and expensesPrizes and awards (Form 1099-MISC)Alimony receivedForm 1099-MSA for distributions from medical savings accounts Expense RecordsMortgage Interest Statement – Form 1098 (including home equity loans); and records of the purchase or sale of your residenceRecords of real estate and personal property taxes paidRecords 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 mileageReceipts for cash and non-cash charitable contributionsMileage 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 paidK-12 education expenses: tuition, book fees, and lab fees (in excess of $250) and school infoTotal amount paid for a daycare provider and the daycare provider’s tax identifying numberAlimony paymentsRecords of any qualified energy efficient home improvements purchasesRecords of federal and state estimated taxes and foreign taxes paidAdoption costs Health Insurance DocumentsHealth Insurance Marketplace Statement (Form 1095-A)Health Coverage Statements from your Insurer or Employer (Form 1095-B/1095-C) IRA InformationAmount contributedTraditional IRA basisValue of IRAs as of the end of the year Business Expense ReceiptsMileageMeals and lodging expensesTravel expensesRecords of educator expenses paidParking and toll amountsOffice 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 DisasterRecords of property lossRecords of building/repair costsInsurance reimbursement/claims to be paidFEMA assistance information Contact us to schedule an appointment or request a quote. Name Email Phone Question Thank you! Oops!