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Preparing for Your Appointment
To make your tax preparation experience as quick and easy as possible, it is important to have all the information necessary to complete your taxes at the time of your first appointment. Most of the required documents will arrive in your mail between January and February. You may wish to store them in a single container or file for easy retrieval at the time of your appointment.
Documents required for your appointment
Please have ready the following appropriate documents for your tax preparation appointment:
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General
- Last year’s federal and ftate tax returns (for new clients)
- Income/wage statements:
- W-2s
- 1099s
- Alimony received or paid
- Commissions received statement
- Brokerage account year-end statements
- ESPP statements
- Stock options sale papers
- Rental property income and expenses
- Partnership, S Corp, trusts, or estate yearly statements
- Pension or retirement income statements
- Social security income yearly statement
- Unemployment income yearly statement
- State income tax refund statement
- Lottery winnings (and lottery losses, if you have winnings)
- Car, motor home, and boat registration paperwork
- Donation receipts
- IRA contributions
- Child care expenses and provider information
- Medical expenses
- State taxes paid
- Unreimbursed employment-related expenses
- Job-related educational expenses
- Casualty or theft losses
- Foreign taxes paid
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Homeowners
- Mortgage interest year-end statement
- Home equity year-end statement
- Property tax information
- If you sold your home:
- purchase information
- home improvement information
Businesses
- Income and expense reports
- Mileage logs for autos
- Receipts for business assets purchased
Students
- Tuition and education fees
- Student loan information
- Grants and scholarship information
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