- Be Prepared
What to Bring
to a Tax Appointent
Bringing these documents will help ensure that your tax preparer has all the necessary information to accurately complete your tax return and maximize your deductions.
Personal Information:
- Social Security numbers for yourself, spouse, and dependents
- Identification such as driver’s license or state ID
Income Documents:
- W-2 forms for wages/salary income
- 1099 forms for interest, dividends, retirement income, or freelance work
- Schedule K-1 for income from partnerships, S corporations, or trusts
- Social Security income statements (Form SSA-1099)
- Unemployment compensation (Form 1099-G)
Business Documents (if applicable):
- Business income and expense records
- Business-related receipts and invoices
- Mileage logs for business-related travel
- Home office expenses documentation
Deduction Documents:
- Mortgage interest statement (Form 1098)
- Property tax records
- Medical expense receipts
- Charitable contribution receipts
- Education-related expenses (e.g., Form 1098-T for tuition)
- Receipts for unreimbursed work-related expenses
- Health insurance premiums paid
- Retirement account contributions (e.g., Form 5498 for IRA contributions)
Miscellaneous Documents:
- Last year’s tax return
- Bank account and routing numbers for direct deposit of refunds
- Documentation for any additional income or expenses not listed above
