What Do I Bring to My Tax Appointment?


It’s that (best) time of year again…and a few things have changed…and I still don’t know what I should bring to my accountant…

Personal Information:

  • Your Social Security number
  • Your spouses full name and Social Security number (if applicable)
  • Any alimony paid (if applicable)

Employee Information:

  • W-2’s
  • 1099’s

Dependents:

  • Dates of birth + Social Security numbers
  • Childcare records (ID Number), if applicable
  • Approximate household income
  • Form 8332, divorce decree; if applicable

Other Income:

  • Unemployment income (1099-G)
  • Gambling income (W2-G)
  • Alimony received (if applicable)
  • Healthcare reimbursements (1099-5A, or 1099-LTC)
  • Miscellaneous 1099’s
  • Rental income/expenses, depreciation, asset information
  • Jury duty, hobby income/expenses, prizes/awards, etc.

Savings and Investments:

  • Interest, dividend income, income from sales of stock/property (1099-INT, 1099-B, 1099-DIV)
  • Dates of acquisition and records of cost
  • Other basis of property sold

IRA Information:

  • Amounts contributed; value of IRA on Dec. 31

Vehicle Information:

  • Total miles driven (business miles)
  • Amount of parking and tolls paid
  • Actual expenses (gasoline, oil, car-washes, leases, – receipts)

Education Payments:

  • Invoices from the institution
  • Loan payments/statements
  • Forms 1098-T, or 1098-E
  • Scholarships/fellowships