Things to Bring
Documents to Bring to Your Interview
- Your social security number or tax ID number
- Your spouse’s full name and social security number or tax ID number
- Amount of any alimony paid and ex-spouse’s full name and social security number
- Your tax returns for the previous year. Your Tax Professional can check them for accuracy
- Record of estimated tax payments made (federal and state)
- Dates of birth and social security numbers or tax ID numbers of your dependents
- If you have kids under age 13 and pay for child care – Childcare records (tax ID number, address, phone number, and annual statement from the child care provider)
- Income of other adults in your home (necessary for ACA and EITC purposes)
Earned investment income?
- Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
- Income from sales of stock or other property (1099-B, 1099-S) from your brokerage companies
- Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B)
- Expenses related to your investments (advisor fees, investment magazines and publications, etc.)
Work for somebody else?
Work for yourself?
- Forms 1099-MISC or 1099-K, Schedules K-1, income records to verify amounts not reported on 1099s
- Completed spreadsheet for income and expenses for the year. Download spreadsheet here.
- Hobby income and expenses
Received other income?
- Unemployment, paid family leave, state tax refund (1099-G)
- Gambling income (W-2G or records showing income, as well as expense records –gambling losses)
- Amount of any alimony received
- Jury duty records
- Prizes and awards
- Other 1099
Retired? Or working on it?
- Pension/IRA/annuity income (1099-R)
- Social security/RRB income (1099-SSA, RRB-1099)
- Form 5498 showing IRA contributions
- Traditional IRA basis
Going to college? Are the kids?
- Forms 1098-T from educational institutions
- Receipts that itemize qualified educational expenses
- Records of any scholarships or fellowships you received
- Form1098-E if you paid student loan interest
- Student loan interest statement
Own the house you live in?
- Forms 1098 or other mortgage interest statements
- Ending principal balance owed on HELOC if over $100k
- Real estate and personal property tax records
- Receipts for energy-saving home improvements
- If new purchase (congrats!), include a copy of your closing statement from escrow
Own rental property?
- Records of income and expenses. Download spreadsheet here.
- Rental asset information (cost, date placed in service, etc.) for depreciation
- If new purchase – escrow closing statement
NEW: ObamaCare: tell us about your health care plan
- Form 1095-A if you received a premium tax credit on the exchange
- If your dependents file elsewhere, we need a copy of their tax returns as well to figure out “household income”
- Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC), if applicable
- Form 5498-SA showing HSA contributions
- If you did not purchase your health insurance through the exchange, you will need to sign a statement for our records that you were covered under a qualified plan for at least 9 months of the year
- Amounts paid for healthcare insurance and to doctors, dentists, hospitals
- Amounts of miles driven for charitable or medical purposes
Other Deductions and Credits
- Receipts for classroom expenses (for educators in grades K-12)
- Record of moving expenses not reimbursed by employer
- Invoice showing amount of vehicle sales tax paid
- Cash amounts donated to houses of worship, schools, other charitable organizations
- Records of non-cash charitable donations
- Amount paid for preparation of last year’s tax return (if new client)
- Employment-related expenses (dues, publications, tools, uniform cost and cleaning, travel)
- Job-hunting expenses
- DMV registration fees paid