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  • Nick Burgess

What To Bring To A Tax Preparation Appointment

The following article is for entertainment and educational purposes only, and should not be considered financial advice. Please contact a licensed financial professional for any individualized financial advice. Some links below may be affiliate links that generate a small commission for the site at no cost to you.


Tax season may have come and gone, but it's always good to stay prepared to make your next tax appointment an easy ride. Today, I've compiled a comprehensive list of documents to help you navigate this process, whether you're a small business owner, a new client, or just someone looking for some tax advice. Here's your go-to guide for the most frequently asked questions about tax appointments, including what to bring, where to find free income tax preparation, and how to maximize your refund claim.

First things first: gather your essential personal information. This includes your social security number (and those of your spouse and dependents), driver's license, and original social security cards for each family member. You'll also want a copy of last year's tax return, particularly if you're a new client or using a new tax preparer. Don't forget to bring proof of residency, such as utility bills or mortgage statements, and a picture ID, like your driver's license or another government-issued ID.

Next up is your income information. This means W-2 forms, dividend statements, and any other tax documents showing your taxable income for the tax year in question. If you're an independent contractor, be sure to gather your income statement, too. For small business owners, collect all relevant financial statements, including profit and loss statements, business expenses, and any additional income or expenses. And, if you have any gambling winnings, be ready to show documentation for that, too.

Now it's time to dive into deductions, tax credits, and other tax situations. To claim the earned income tax credit or the child tax credit, you'll need to bring all relevant documents, including proof of your child care expenses. For deductions, gather receipts for charitable donations, medical expenses, real estate taxes, and any other personal expenses. Don't forget your mortgage interest statement from your mortgage lender and any records of retirement plan contributions, such as to a 401(k) or IRA. And, if you have children in college, be sure to grab your Form 1098-T for tuition expenses.

If you're anticipating a refund or need to pay additional taxes, have your bank account information handy. This includes your financial institution's routing number and your account numbers, which can be found on a check or bank statement. This will allow for a direct deposit of your tax refund or a direct debit of any tax bill owed.

One great resource for free tax preparation is the Volunteer Income Tax Assistance (VITA) program, which offers free income tax preparation for low-to-moderate income taxpayers. If you're visiting a VITA site, be sure to bring all the necessary documents listed above. Keep in mind that certified volunteers at VITA sites can also help with state income tax returns, and military personnel may have access to additional services. To find your nearest VITA site, visit the IRS website.

If you're using tax preparation software or seeking tax preparation services, you may need to provide additional documents based on your personal situation. For example, if you have health insurance through the Affordable Care Act, bring Form 1095-A, B, or C. And if you've been claiming the standard deduction but think you might be eligible for more deductions or additional refunds, gather the relevant documents to ensure you receive the largest refund possible.

Some final tips to make your tax appointment as smooth as possible: double-check that you have the full names and social security numbers for all family members, and don't forget your ITIN card if you have one. While you won't need internet access at your tax appointment, it's always a good idea to keep digital copies of all documents in case of an audit or the need to file an amended return. You can either store these on a secure cloud storage platform or on an encrypted USB drive.

For taxpayers with more complex tax situations, such as rental property income or a home office, you may need to bring additional documents, such as property tax bills, mortgage interest statements, and documentation of business expenses or home office deductions. Make sure to have mileage records for any work-related travel, too.

In some cases, you may be eligible for state-specific tax credits, like those available to South Carolina residents, for instance. Research your state's tax laws to determine if there are any additional terms or conditions that could result in a larger refund or lower tax bill.

For the most accurate and up-to-date refund information, you can always refer to the IRS website, which provides expected refund timeframes based on when you filed your return. Keep in mind that this is only an estimate and may vary depending on your particular circumstances.

Lastly, while tax preparers and financial advisors can provide invaluable assistance during tax season, remember that they are not a substitute for legal advice. If you have specific legal concerns regarding your taxes or any other financial matter, it's always best to consult with a licensed attorney.

In conclusion, the key to a successful tax appointment is being well-prepared and organized. By gathering all the necessary documents, researching your specific taxpayer’s situation, and seeking professional assistance when needed, you'll be well on your way to a stress-free tax season. Whether you decide to use a tax preparer, a VITA volunteer, or tackle your own taxes with tax preparation software, being well-prepared with the right documents will help ensure you maximize your deductions, credits, and refund, and minimize any potential issues down the road.


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