What Should I Bring?
Click here for an 8 page Tax Organizer (PDF).
Click here for a nice category chart displaying many of the documents need to file your tax return (PDF).
What should I bring when I am having my taxes prepared?
Some questions to consider:
- Did your marital status change during the tax year? (e.g. married, divorced, spouse passed away)
- Were there any changes in dependents during the tax year?
- Did you, and every person listed on your tax return, have health care coverage for every month during the tax year?
Following is a list of the more common items you should bring if they are applicable:
- New clients: Copy of Social Security card and dates of birth for all to be included on tax return
- New clients: Copies of last two years tax returns
- EVERY YEAR: copy of your driver’s license (or both licenses for a Married Filing Joint return)
- EVERY YEAR: banking information (copy of check or voided check) to use for refund direct deposit
- wage statements (Form W-2)
- pension or retirement income statements (Form 1099-R)
- Social Security statements (SSA-1099)
- unemployment income statements (1099-G)
- interest and/or dividends (1099-INT and 1099-DIV)
- K-1s from partnerships or S-corporations
- self-employed business income and expenses (including all 1099-NEC or 1099-MISC forms)
- estimated tax payments to Federal and State including dates paid
- information on education expenses – statement of account from school and receipts for books and supplies, as well as Form 1098-T
- information on the sales of stocks and/or bonds; a csv file from the brokerage account is very helpful
- information on cryptocurrency transactions
- lottery and/or gambling winnings and losses
- state refund amount from previous year
- income and expenses from rentals
- record of purchase or sale of real estate
- medical and dental expenses
- real estate and personal property taxes (vehicle taxes)
- foreign taxes paid
- mortgage or home equity loan interest paid (Form 1098)
- cash and non-cash charitable donation receipts
- unreimbursed employment-related expenses
- job-related educational expenses
- child care expenses and provider information (name, address, Tax ID or SSN)
- home purchase/sale information (HUD-1)
- IRA contributions
- HSA contributions
- Affordable Care Act reports
- Form 1095-A, Health Insurance Marketplace Statement
- Form 1095-B, Health Coverage
- Form 1095-C, Employer-Provided Health Insurance Offer and Coverage
- any item you received in the mail where the envelope says IMPORTANT TAX RETURN DOCUMENTS ENCLOSED
- any other items that you think may be necessary for your taxes