Document List

When preparing for your income tax appointment, it is important to bring the following items:


1. Personal identification: Bring a valid government-issued ID, such as a driver’s license or passport, to verify your identity.


2. Social Security number: Provide your Social Security number or Individual Taxpayer Identification Number (ITIN) for tax identification purposes.


3. Previous year’s tax return: If you have filed taxes before, bring a copy of your previous year’s tax return. This can help your tax preparer understand your financial situation and identify any changes.


4. Income documents: Gather all relevant income documents, including W-2 forms from your employer(s), 1099 forms for freelance or contract work, and any other income statements such as interest or dividends.


5. Deduction and credit documents: If you plan to claim deductions or credits, bring supporting documents such as receipts, invoices, or statements. This may include medical expenses, education expenses, charitable contributions, or mortgage interest statements.


6. Proof of expenses: If you have business-related expenses, bring documentation to support these claims. This can include receipts, invoices, mileage logs, or any other relevant records.


7. Bank account information: Provide your bank account details if you want to set up direct deposit for any tax refunds.


8. Health insurance information: Bring any documents related to your health insurance coverage, such as Form 1095-A, 1095-B, or 1095-C.


9. Any tax-related correspondence: If you have received any letters or notices from the IRS or state tax authorities, bring them along to discuss with your tax preparer.


10. Questions and concerns: Prepare a list of any questions or concerns you have regarding your taxes. This will help ensure that you address all your tax-related matters during the appointment.

8536 Abbotsbury Dr Windermere, FL 34786

© 2023 Jim Chapman – Income Tax Wizard Inc