What Should I Bring to my Tax Appointment?

Tax season is just around the corner, and here at Practical Accounting Solutions we want to help you be prepared! Whether this is your first meeting with an accountant ever, or whether you just need a refresher, read on to discover what to bring to your tax appointment!

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what to bring

*click each link to learn more about this form

Income Items

• W2s

• Independent Contractor Pay (1099-MISC)

• Interest Statements from Bank (1099-INT)

• Dividend Statements from Stock Ownership (1099-DIV)

• Pension/Annuity Statement (1099-R)

• Records of Stock/Bond/Investment Sales (1099-B)

• Social Security Income (SSA-1099)

• Record of State Tax Refund from prior year (1099-G)

• Record of Gambling Winnings (W2-G)

• Financial statements for Business Income (Sole Proprietor, Rental Property, etc.)

• Schedule K-1 for ownership interest in Partnership, S-Corp, Estate, Trust, etc.

• Anything else showing income

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Expense/Deduction/Credit Items

• Mortgage Interest Statement (1098)

• Real Estate Tax Statements

• Personal Property Tax Statements

• Records of Charitable Contributions (Cash or Otherwise)

• Records of Charitable Mileage

• Medical/Dental Expense Receipts

• Records of Medical Mileage

• Records of Unreimbursed Employee Expenses

• Records of Investment Advisory Fees

• Records of Safe Deposit Box Fees

• College Tuition Statements (1098-T)

• Student Loan Interest Statements

• Any documentation required for other credits/deductions

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Other Items

• Prior Year Tax Return (or two if they are readily available)

• List of Dependents including their Legal Name, Social Security Number and Date of Birth

• Statements from Health Insurance Company if you received the Premium Tax Credit (1095-A)

• Government Issued Photo ID (i.e. Driver’s License, State ID, Military ID, etc.)

• Bank Routing Number and Bank Account Number (Voided check is best)

• Friends/Family/Coworkers (We Love Referrals)

While this may seem like a lengthy list, the more information you provide, the better! These documents will help give us a full picture of you as a client so we can help you process your taxes smoothly. If you have any questions or concerns, give us a call today!

Other Resources

IRS.gov

Contact us

PracticalAccountingVA.com

Email Us

(540) 642-4138

10705 Courthouse Rd #116, Fredericksburg, VA 22407

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