Ten Things to Bring to Your Tax Preparer

When you are getting ready for tax time, there is some information that you can bring with you to make the tax return process less painful. Your tax preparer will need some general information as well as knowledge of your income and expenses for the year.

General Information

  1. Be sure to bring Social Security number(s) for yourself, your spouse and your dependents.
  2. Bringing your prior year tax returns, both federal and state, is always helpful.
  3. Be sure to tell your tax preparer about any life changes that you’ve had during the year, such as marriage, divorce, a new child, a new home, new job etc.

Income Documents

  1. Bring all your W-2s.
  2. Bring all 1099s, such as state tax refunds, nonemployee compensation, retirement plan distributions, etc.
  3. Remember that unemployment income is taxable too, so be sure to bring that information as well.

Expense Records

  1. Be sure to bring receipts or statements showing any education expenses, medical expenses, charitable contributions, job search expenses, casualty losses (losses due to flood, fire, etc.) or child care expenses that you had during the year.
  2. If you are a homeowner, bring your Form 1098 from your mortgage company. This will show mortgage interest and real estate taxes paid.
  3. If you received health insurance through the Marketplace, bring your Form 1095-A.
  4. Bring personal property tax receipts.

If you own a small business, you should also bring the following information:

  1. Records of your business income
  2. Records of your business expenses, such as receipts, invoices, and bills.
  3. If you use your car for your business, be sure to bring the log of the business mileage.
  4. If you have a home office, have the information to claim this deduction.
  5. Information about any self-employed health insurance premiums paid and self-employed retirement plan contributions made during the year.

It will make it easier and quicker for you and your tax preparer if this information is organized by type, general, income, expenses and business when you walk into their office. 

Reynold Alabre is a Sr. Accountant and a Tax Advisor at H&R Block. He’s the Owner of the Rey Group, and a member of the BRBC in Bridgeport. Rey has been providing expert tax advice and preparation support for taxpayers for over a decade.

Rey Alabre’s contact info is listed below for more information.

Office Address: Bridgeport H&R Block 1375 Madison Ave. Bridgeport CT 06606

Office Phone Number: 203-908-3309