What Should You Bring to Your Tax Interview?
PERSONAL INFORMATION FOR EACH FAMILY MEMBER:
- Date of Birth
- Social Security Card /ITIN/ATIN
- Last Year’s Tax Return
- Valid Driver’s License or ID
- Direct deposit information
INCOME AND TAX INFORMATION:
- Interest (1099- INT or substitute)
- Dividend Slips (1099-DIV or substitute)
- Stock Sales (1099-B or Broker Statement)
- Self-Employment Income and Expenses
- Sale of a Personal Residence
- Rental Income and Expenses
- Sale of any Business Assets
- Gambling or Lottery Winnings W2G
- State Income Tax Refund
- Pension Income (1099-R)
- Estimated Taxes Paid
- Social Security or Railroad Retirement
- IRA or 401(k) Distribution
- Unemployment Compensation
- Miscellaneous Income (1099-MISC)
- Schedule K-1 from Partnership, Estate, or S- Corp
- Alimony received
- Medical Expenses
- Real Estate and/or Personal Property Tax Bills
- Mortgage Interest, Points, and PMI
- Charitable Contributions
- Employee Business Expenses – Union dues, travel, education, etc.
- Gambling Losses
- 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.
- Traditional IRA Contributions
- Higher Education Expenses
- Educator Expenses
- Student Loan Interest
- Alimony paid
- Depreciation schedule from previous year
- Child Care Provider/Address, Phone Number, and Employer Identification Number (EIN) or Social Security Number (SSN)
- Adoption Expenses
- Retirement Savings Contributions, 457, 401K, etc.
- Education Expenses 1098-T
- Earned Income Credit documentation
- Energy credit receipts
Any other information you think we may need to prepare your tax return(s) accurately.
Fill out our client tax organizer to help prepare for your tax interview. It is being provided by TACCT to assist you in gathering information for your current year tax return. Bring this organizer and all supporting documents, as shown above, to your tax-preparation appointment.