Tax Appointment Documents

What Should You Bring to Your Tax Appointment Interview?

The list of information below is provided to help in preparing your taxes. After gathering your information, please use the tax organizer to document and prepare for your appointment. It helps you to ensure you have everything you need.

PERSONAL INFORMATION FOR EACH FAMILY MEMBER:

  • Name, Address, Social Security Number and Date of Birth for yourself, spouse, and dependents
  • Last Year’s Tax Return if you are a new client
  • Valid Driver’s License or ID
  • Banking information for Direct Deposit

HEALTH INSURANCE COVERAGE

  • Form 1095-A – Health Insurance Marketplace Statement
  • 1095-B or 1095-C
    • Other documentation if you haven’t received the 1095-B or 1095-C forms yet
      • Explanation of benefits statements from the insurer
      • W-2 or payroll statements reflecting health insurance deductions
      • Records of advance payments of the premium tax credit
      • Other statements indicating that the family had health care coverage
      • Insurance cards
  • Information showing you are exempt from health insurance

INCOME AND TAX INFORMATION:

  • Alimony received
  • Cancellation of Debt (1099-C)
  • Dividends & Capital Gains Distributions (1099-DIV)
  • Estimated Taxes Paid
  • Foreign Income
  • Gambling or Lottery Winnings (W2G)
  • Household Employment Taxes
  • Inheritances
  • Interest (1099- INT or substitute)
  • IRA or 401(k) Distribution (5498)
  • Miscellaneous Income (1099-MISC)
  • Paid Family Leave (1099-G)
  • Pension/Retirment Income (1099-R)
  • Rental Income and Expenses
  • Sale of Business Assets
  • Sale of Personal Residence (HUD-1 Closing statement)
  • Schedule K-1 from Partnership, Estate, or S- Corp
  • Self-Employment Income and Expenses (1099-MISC, Profit/Loss Statement)
  • Social Security or Railroad Retirement (SSA-1099)
  • State Income Tax Refund (1099-G)
  • Stock Sales (1099-B or Broker Statement)
  • Unemployment Compensation (1099-G)
  • Wages & Salary (W2)

DEDUCTIONS/ADJUSTMENTS:

  • Alimony paid
  • Auto Expenses/Mileage; business, charity, medical
  • Bank Statements (Business Income/Expenses)
  • Casualty and Theft Losses
  • Charitable Contributions Cash/Non-Cash
  • Depreciation schedule from previous year
  • Educator Expenses
  • Employee Business Expenses – Union dues, travel, education, etc.
  • Estimated Tax Payments to Federal and State and Dates Paid
  • Gambling Losses
  • Health Savings Account (Form 8889)
  • Home Office Expenses (Insurance, Utilities, Repairs, Rent or Mortgage, Square Footage)
  • Home Purchase Expenses; including Refinances (HUD-1 closing statement)
  • IRA Contributions (5498)
  • Medical/Dental/Vision Expenses (including mileage)
  • Mortgage Interest, Points, and PMI (1098)
  • Moving Expenses – Only if your new workplace is at least 50 miles further from your old home than your previous workplace was from your old home.
  • Personal Property Taxes (DMV vehicle license fees/taxes)
  • Profit and Loss Statement (Business Income/Expenses)
  • Real Estate and/or Personal Property Tax Bills
  • Sales Tax (tax from new vehicles, boats, etc)
  • Student Loan Interest (1098-E)
  • Tax Return Preparation Fees (Personal/Business)
  • Tuition Expenses (1098-T)
  • Union Dues

TAX CREDITS:

  • Adoption Expenses
  • Child Care Provider/Address, Phone Number, and Employer Identification Number (EIN) or Social Security Number (SSN)
  • Earned Income Credit documentation (Residency, Disability, SSN card)
  • Education Expenses (1098-T)
  • Energy credit receipts
  • First-Time Homebuyer Credit Repayment information
  • Retirement Savings Contributions, 457, 401K, IRA, SEP, SIMPLE IRS, etc.

Any other information you think we may need to prepare your tax return(s) accurately.

Fill out our client tax organizer to help prepare for your tax interview. It is being provided by TACCT to assist you in gathering information for your tax return. Bring this organizer and all supporting documents, as shown above, to your tax preparation appointment.
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