What to Bring to Your Appointment with Your Income Tax Preparer

Tax season can be a stressful time, but being well-prepared for your appointment with your income tax preparer can make the process much smoother. Here’s a comprehensive list of items you should bring to ensure your tax preparer has everything they need to file your taxes accurately and efficiently.

1. Personal Information

  • Identification: Bring a valid photo ID, such as a driver’s license or passport.
  • Social Security Numbers: Have your Social Security number and those of your spouse and dependents.
  • Previous Year’s Tax Return: This helps your preparer understand your financial history and any carryover items.

2. Income Documentation

  • W-2 Forms: These are provided by your employer and show your annual wages and taxes withheld.
  • 1099 Forms: These include various types of income such as freelance work, interest, dividends, and retirement distributions.
  • Investment Income Statements: Bring any 1099-B forms for stock sales, 1099-INT for interest income, and 1099-DIV for dividends.
  • Other Income Records: Include documentation for rental income, unemployment benefits, Social Security benefits, and any other sources of income.

3. Expense Documentation

  • Receipts and Invoices: Gather receipts for deductible expenses such as medical bills, charitable donations, and business expenses.
  • Mortgage Interest Statement: Form 1098 shows the interest you paid on your mortgage.
  • Property Tax Statements: Documentation of property taxes paid.
  • Educational Expenses: Bring Form 1098-T for tuition payments and receipts for other educational expenses.

4. Deductions and Credits

  • Childcare Expenses: Documentation of childcare costs, including the provider’s name, address, and tax ID number.
  • Retirement Contributions: Records of contributions to IRAs, 401(k)s, and other retirement accounts.
  • Energy-Efficient Home Improvements: Receipts and documentation for any energy-efficient improvements made to your home.

5. Health Insurance Information

  • Form 1095-A, B, or C: These forms provide proof of health insurance coverage.
  • Medical Expenses: Receipts and records of out-of-pocket medical expenses.

6. Miscellaneous

  • Bank Account Information: For direct deposit of your tax refund, bring your bank account and routing numbers.
  • Estimated Tax Payments: Records of any estimated tax payments made throughout the year.

Tips for a Smooth Appointment

  • Organize Your Documents: Use folders or envelopes to keep related documents together.
  • Make a List: Create a checklist of items to bring to ensure you don’t forget anything.
  • Ask Questions: Prepare any questions you have for your tax preparer in advance.

By bringing these documents and being organized, you’ll help your tax preparer complete your return accurately and efficiently, potentially saving you time and money. Happy tax season!