In preparation for your tax appointment, here is a list of common documents you might need to bring:
- W-2 Forms
- 1099 Forms
- Income Statements
- Bank Statements
- Receipts for Deductions
- Property Records
- Health Insurance Statements
- Records of Retirement Contributions
- Education Expenses
- Previous Year's Tax Return
- Social Security Numbers
- Business Records
- Childcare Records
- Investment Statements
- State and Local Tax Documents
- IRS Correspondences
It's also a good idea to bring something to take notes with as well as a calendar.