When you have an appointment, its often hard to decide what you need to bring. Here are some lists to aid in determining what you should bring to your next appointment with your CPA.
This list is intended to be used as a tool to aid in gathering your tax information. There may be more or less information required than what is listed below. Ultimately, what your CPA or tax preparer requests, will be the documentation that you will need to complete the preparation of your taxes.
A printable list is available here.
If you are a NEW tax client, you will need to bring the following to your appointment:
Drivers License or other form of Federal ID
Social Security Card of the Taxpayer
Occupation
Healthcare form 1095 A, B, C, or your Exemption form
Dependent information
Names
Birthdays
Social Security Numbers
Spouse information
Names
Birthdays
Social Security Numbers
If you are a new or a continuing tax client, you will need any of the following that are applicable to you and/or your spouse or dependents:
Occupation- if it has changed for either you or your spouse
Healthcare form 1095A, B, C, or your Exemption form
Additional forms can be obtained through our Tax Center.
List of estimated tax payments, including date paid and amount-(if any were made during the year). This EXCLUDES withholding from earned wages as reported on the W-2.
W-2’s received for the year
Permanent Fund Dividend 1099
Any 1099’s that were received during the tax year
1099-R forms received
1099-DIV forms received
1099-INT forms received
1099-G Unemployment forms received
1099-B Broker statements
Provide the cost and date of purchase of brokered sales if they are otherwise unreported on the 1099-B
W-2G forms received
Social Security 1099 received
Jury Duty pay amounts
Property Tax statement
Medical Expense summary
Business Income and Expense summary
Profit and Loss statement, or complete the pages titled Business Income (Schedule C) in the organizer.
List of purchases of physical assets for use for the business
Date of purchase
Amount of purchase
Trade in information-if any
List of sales or disposals of assets
Date sold
Amount received
Items received in trade-if any
Installment Sale Schedules
Dates of payments and amounts received of both principal and interest
Home sale information
Date of original purchase and amount
Date of sale and sale amount
Moving expenses-if the move was applicable for a job change
Rental activity
Rents received by property
Expenses for rentals by property
Purchases of rental property
HUD Statement
Sales of rental property
HUD Statement
Date of purchase
Purchases or remodel information
Date of purchase or remodel
Amount
Useful life
K-1’s as received from partnership, and corporation activities
Contribution amounts for the following accounts
Traditional IRA
Roth IRA
SEP, SIMPLE, and other plans
HSA
Cost of any Self Employment Health Insurance
1098-E’s received
1098-T’s received
Cost of books and other qualified expenses for higher education
Number of years college attended
1098 Mortgage Interest Statement received
List of Cash Contributions in total by the organization that you contributed to
List of NON cash contributions by the organization that you contributed to
Date of contribution
Amount of original cost of contribution
Amount of the value of contribution
Union and Professional Dues Paid
Investment Expenses
Prior year tax preparation costs
Dependent care expenses
Child care costs per child
Child care provider name and EIN or Federal Identification number (Social Security Number if it is an individual)
