What To Bring For Your Tax Appointment

Getting organized to prepare for your tax appointment can save you a ton of time, and is well worth the effort.

If it’s just after tax season, this list will help you know what documents to keep an eye out for throughout the year and set aside. If your tax appointment is right around the corner, this list is a great resource to help you track down the right documents.

With all of the changes every year (and, of course, that’s especially true THIS year), filing your taxes on your own is not for the faint of heart. That’s even with nice-looking softwares on the market which purport to make it easy for you.
 

But that’s what we’re here for.

Let us be your easy button.

Filing your taxes on your own is not for the faint of heart. That’s even with nice-looking softwares on the market which purport to make it easy for you.

But that’s what we’re here for. Let *us* make it easy for you.

Below is a list of what you will need during the tax preparation process. Not all of them will apply to you — probably MOST will not. Nonetheless, it’s a useful checklist.

Before you get overwhelmed: yes, this is a long list — but it’s the unfortunate reality of our tax code that it’s not even comprehensive! But these items will cover 95% of our clients. Really, this is for ensuring that we’re able to help you keep every dollar you can keep under our tax code.

Also note: Certain deductions went away this year, that we’re used to handling on behalf of our clients. And some that you might be used to as well. This list has changed a little, and I’ve notated additional changes coming down the pike.

But again … we will be your guide. That’s what we’re here for.

Even if for some strange reason you won’t be using our cost-effective services this year, feel free to use this list as a handy guide…

Tax Preparation Checklist

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Personal Data

  • Social Security Numbers (including spouse and children)
  • Child care provider tax I.D. or Social Security Number
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Employment & Income Data

  • W-2 forms for this year
  • Tax refunds and unemployment compensation: Form 1099-G
  • Miscellaneous income including rent: Form 1099-MISC
  • Partnership and trust income
  • Pensions and annuities
  • Alimony received
  • Jury duty pay
  • Gambling and lottery winnings
  • Prizes and awards
  • Scholarships and fellowships
  • State and local income tax refunds
  • Unemployment compensation
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Health Insurance Information

NOTE — As it says on the IRS health insurance information page, form 1040 will not have the “full-year health care coverage or exempt” box and Form 8965, Health Coverage Exemptions, will no longer be used. You need not make a shared responsibility payment or file Form 8965, Health Coverage Exemptions, with your tax return if you don’t have minimum essential coverage for part or all of 2019.

  • All 1095-A Forms from Marketplace providers (if you purchased insurance through a Marketplace)
  • Records of credits and/or advance payments received from the Premium Tax Credit (if claiming)
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Homeowner/Renter Data

  • Residential address(es) for this year
  • Mortgage interest: Form 1098
  • Sale of your home or other real estate: Form 1099-S
  • Second mortgage interest paid
  • Real estate taxes paid
  • Rent paid during tax year
  • Moving expenses (if in active military, and moving for new orders)
  • Reimbursements for moving (counts as ordinary income)
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Deduction Documents

  • State and local income taxes (note: $10,000 limit, as last year)
  • IRA, Keogh and other retirement plan contributions
  • Medical expenses
  • Other miscellaneous deductions
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Financial Assets

  • Interest income statements: Form 1099-INT & 1099-OID
  • Dividend income statements: Form 1099-DIV
  • Proceeds from broker transactions: Form 1099-B
  • Retirement plan distribution: Form 1099-R
  • Capital gains or losses
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Financial Liabilities

  • Auto loans and leases (account numbers and car value) if vehicle used for business
  • Student loan interest paid
  • Early withdrawal penalties on CDs and other fixed time deposits
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Expenses

  • Gifts to charity (receipts for any single donations of $250 or more)
  • Unreimbursed expenses related to volunteer work
  • Investment expenses
  • Job-hunting expenses
  • Education expenses (tuition and fees)
  • Child care expenses
  • Medical Savings Accounts
  • Adoption expenses
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Automobiles

  • Personal property tax information
  • Department of Motor Vehicles fees
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Self-Employment Data

  • Estimated tax vouchers for the current year
  • Self-employment tax
  • Self-employment SEP plans
  • Self-employed health insurance
  • K-1s on all partnerships
  • Receipts or documentation for business-related expenses
  • Farm income

We’re here to help

Let us know if you have any questions.… Fill in the form below, call at (936) 273-1188 or Email Us.

What our Clients are saying

“I’ve only been a client of Aurelia Weems a short time, but during that time Ms. Weems and her staff have helped me successfully resolve some ongoing IRS issues. It is not easy to understand tax requirements, and Aurelia was always available to provide guidance to me during some really difficult times. I have never failed to contact her office and receive prompt professional assistance and accurate responses to my questions or requests. I have and will continue to recommend Aurelia Weems and her staff to anyone needing CPA assistance.”

Jennifer M.

The Woodlands, TX

Aurelia Weems has provided accounting services for my family and my corporation since 2008. She is personable and creative, does excellent work for a reasonable fee, and has given great advice. She is also very involved with her community. I have and will continue to recommend her to family and colleagues.

Rose C

VP at Energy Company