Knowing what to bring to your tax appointment can save you time as well as money on your tax return.  Review this checklist of what you need to bring as well as what you don’t need to worry about…

 

 

All Individuals

• Government Issued Photo Id (Driver's License, Passport, State ID Card) 

• Social Security Cards for all taxpayers and dependents

• Birth Certificates of All Dependents 

• Proof of Healthcare Insurance for taxpayers and dependents (1095-A, 1095-B, 1095-C) 

• All W2’s and 1099’s (cannot do taxes without W2’s…need to have them with you)

• Bank Interest Statements … interest on checking, savings, CD’s, etc.

• Mortgage Interest Statements (if applicable)

• Child Care Statements  (if applicable)

• Charitable Contribution Statements from church, etc.  (see note below)

• Information on anyone that is not a regular member of your household that might be included on your tax return (i.e. parents, children living with an ex-spouse, etc.)

• Prior Year’s Tax Return

 

 Self-employed/Small Business  Owners

• All 1099’s received plus any monies received not on a 1099.

• Bank Statements-if you are not incorporated and have your personal and business deposits lumped together in one bank account, please provide a notepad or spreadsheet telling me which deposits are business vs. the personal deposits.  This will save me time and you money.

• List of all expenses with amounts either paid or charged … Any one item over $100 that will last over ONE year needs to be separated from this list as it has to be depreciated (i.e. computer, desk, etc.) … date and amount of purchase for each applicable depreciated item is required.

• Mileage records … logs, calendars, etc.  (documentation required by IRS)

• In-home Office -- square footage of work area plus square footage of house [heated and cooled part of home only…not porches, garage, etc.] along with amount of your annual house insurance, utilities, rent paid (if applicable)

• Room must be exclusively and solely used as an office area

• If your employer provides you with an office, an in-home office deduction is NOT allowed by the IRS.

• List of amounts paid to contract laborers including any 1099’s prepared by you.  If you paid family members for labor, please provide this information and amounts as well. 

• Interest amounts on business credit cards and vehicle(s) used in the business; may need to call the auto finance company to obtain the interest charged as this vehicle interest is a legitimate deduction.

• Any other expenses of a personal nature

 

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