What Should I Bring to My Tax Appointment?

 

Below is a list of the most common items you should bring to your tax appointment. Each individual's tax situation is different and some items below may NOT apply to you.

  • Social Security cards for you, spouse and dependents. We also need birth dates for everyone being listed on the tax return. If the person does not have a Social Security number, then we will need an ITIN (IRS Individual Taxpayer Identification Number) for that person which would either appear on an ITIN Card or ITIN Authorization Letter. (Returning clients do NOT need to bring this information for anyone shown on last year’s tax return unless there is a change)

  • If you are claiming a qualifying child who lived with you in the United States for more than half the year (greater than 6 months - at least 183 nights for calendar year 2013) who was under age 19 on December 31st OR under age 24 and was a full-time student for at least some part of any five calendar months OR any age and was totally and permanently disabled at any time during the year, we recommend you bring in at least ONE of the following documents if you believe you may qualify for the Earned Income Credit (EIC)

  • Copies of your federal and state tax returns for the past three years (2010 through 2012), if we didn’t prepare them

  • A non-expired government issued Photo ID, such as a state issued driver's license, state issued identification card, Military ID, U.S. Passport, or Resident Alien ID card

  • For a direct deposit of your tax refund or direct debit of your tax payment, please bring a check if using a checking account, or routing transit number (RTN) and account number if using a savings account

  • Sample Check

  • ALL W-2's, 1098's, 1099's, plus a list of any other gross income including nontaxable income for which you did NOT receive a tax document

  • Schedule K-1's received from S-corporations, partnerships, estates, and/or trusts

  • Winnings - gambling, lottery, prizes, awards, etc. (gambling winnings may be shown on Form W-2G and prizes and awards may be shown on Form 1099-MISC)

  • Alimony amounts received/paid (if paid, need ex-spouse’s Social Security number)

  • Receipts for certain energy efficient home improvements such as exterior windows, exterior doors, skylights, insulation, certain asphalt and metal roofs, central air conditioners, gas, oil, and propane water heaters, electric heat pumps, solar electric, solar water heating, biomass stoves, and wind energy systems. For energy efficiency specifications that qualify for a tax credit, click here

  • Records showing CONTRIBUTIONS made to Traditional IRAs, Roth IRAs, and Health Savings Accounts (HSAs). If an early DISTRIBUTION is made from a Roth IRA, we need to know about your contributions and distributions for ALL prior years. If a DISTRIBUTION is made from an HSA and you did NOT use the entire amount for qualified unreimbursed medical expenses, we will need to know the amount that was used for nonqualified expenses

  • If you sold capital assets such as real estate, stocks, or mutual funds, we will need to know about your cost or other basis and date of purchase, inheritance, or gift. For stocks and mutual funds, we will need Form(s) 1099-B. For sale of real estate, you may receive Form 1099-S. If you have many stock or mutual fund sales, please download a "Stock & Mutual Fund Transactions" spreadsheet

  • For child and dependent care expenses, we will need the amount paid along with the name, complete address, and federal tax identification number (EIN) of the provider (Social Security number, if the provider is a person). You may use Form W-10 to obtain the provider's information

  • Itemized deductions – Medical expenses – health insurance premiums, physicians, hospitals, prescriptions, co-pays, eye exams/glasses, home improvements done for medical reasons, and mileage driven for medical purposes, real estate taxes, sales tax, state income tax, mortgage interest and points (Form 1098), mortgage insurance premiums (PMI), investment interest, charitable contributions, casualty and theft losses, tax preparation fees, job related expenses you were not reimbursed for, such as travel, supplies, education, tools, uniforms, dues, etc. Job hunting expenses such as resumes, travel, phone charges, and employment agency fees. You may download occupational deduction worksheets. Expenses for safe deposit boxes, investment management fees, investment advice, and investment-related publications. Gambling losses (only up to the amount of your gambling winnings)

  • Last paystub for each job you had during the year so we can see deductions such as union dues and reimbursements such as mileage

  • Moving expenses (only if your new workplace is at least 50 miles further from your old home than your previous workplace was from your old home)

  • Amounts paid for post-secondary education, such as college tuition, books, supplies and equipment for you, spouse and/or your dependents. Please bring in the 2013 Form 1098-T that is given to the student by the educational institution. Sometimes the student may have to login to their educational institution's online student portal to view and print the Form 1098-T. NOTE: If the student was billed for tuition at the end of 2012 and it was not paid to the institution until early 2013, please bring in a copy of the 2012 Form 1098-T for that student. For information on how to access Form 1098-T online at some educational institutions in Central Florida, click here

  • If you are a sole proprietor / self-employed / independent contractor / subcontractor / Form 1099-MISC Box 7, we will need to know the gross amount of income and your expenses separated into different expense categories. If you acquired any assets that have a useful life of greater than 1 year, they might need to be depreciated. We will need a description of the asset, date placed in service for business purposes, cost, and business use percentage. If you accept credit cards and/or receive payments from a third-party payment network such as PayPal® or Google Checkout®, you may receive a Form 1099-K showing amounts paid to you. You may download a "Business Income and Expense Worksheet"

  • Rental properties – we will need to know about your rental income and rental expenses separated into different expense categories, property purchase information which may be shown on a Settlement Statement (HUD-1), and depreciation claimed on the property in prior years. You may download a "Rental Income and Expense Worksheet"

  • Records showing amounts and dates of any "estimated tax" payments you sent to the IRS and/or state tax agencies

  • Information on any foreign financial accounts, foreign trusts, or other foreign assets you had during the year

  • Divorce papers (if applicable)

  • If a spouse or dependent is deceased, please bring in a copy of the death certificate

  • If you are the noncustodial parent AND you are claiming your child as a dependent and you were never married OR your divorce took place AFTER December 31, 2008, we will need a completed Form 8332 from the custodial parent

  • If you adopted a child, please contact us for the exact documents that we will need. The required documents are different for domestic and foreign adoptions

  • If you purchased or refinanced any real estate, please bring in the Settlement Statement (HUD-1)

  • If you had a foreclosure on your property, please bring in Form 1099-A from the lender

  • If you had a short sale on your property and the lender has forgiven all or part of the debt, please bring in Form 1099-C from the lender. Also bring in Forms 1099-C for any other debt forgiveness (such as credit card or auto loan)

  • If you are an identity theft victim and have notified the IRS Identity Protection Specialized Unit, please bring in the IRS notice or letter showing your unique Identity Protection PIN. Each year the IRS will mail you Notice CP01A (or Letters 4868CS or 4869CS) which will contain a unique single-use 6-digit Identity Protection PIN for you to use to file your current year tax return

  • Please bring in any other information you think we may need to prepare your tax return(s) accurately