Filing your taxes can feel overwhelming, but one way to make the process smoother is by ensuring you bring all the necessary documents to your tax preparer. Proper preparation can help your tax professional file your return accurately and on time. Below is a list of common documents you’ll need for tax preparation.

1. Personal Identification Information

Before anything else, your tax preparer will need to verify your identity. Be sure to bring:

• Social Security numbers (SSN) for you, your spouse (if applicable), and any dependents.
• Individual Taxpayer Identification Number (ITIN) if you don’t have a SSN.

Source: IRS​

2. Proof of Income

Your income documentation is essential to ensure your tax return is accurate. Common forms include:

• W-2 Forms for wages earned from employment.
• 1099 Forms for independent contractors or freelancers, including 1099-MISC (for self-employment income), 1099-INT (for interest income), and 1099-DIV (for dividends).
• K-1 Forms for income from partnerships or S-corporations.
• Rental income statements if you own rental property.
• Form 1099-G for unemployment benefits received.
• Social Security income (SSA-1099).

Source: IRS​ | Tax Lawyer | IRS Help Attorney

3. Deductions and Credits Information

If you plan to itemize deductions or claim credits, make sure to bring documentation for:

• Mortgage interest (Form 1098)
• Medical expenses
• Charitable donations receipts.
• Student loan interest (Form 1098-E)
• Education credits (Form 1098-T) for tuition or other qualified expenses.
• Childcare expenses or child tax credit documentation.
• Property taxes paid.

Source: H&R Block | Tax Lawyer | IRS Help Attorney

4. Health Insurance Information

If you were insured through the marketplace (e.g., Healthcare.gov), bring your Form 1095-A. If you were covered by your employer, you may need Form 1095-B or 1095-C.

Source: IRS

5. Account Information

If you’re expecting a refund and prefer direct deposit, bring your bank account number and routing number for accurate processing.

6. Business Income and Expenses (Self-Employed)

If you’re self-employed or have a small business, additional documents you’ll need include:

• Income statements or sales records.
• Receipts for business expenses (e.g., office supplies, vehicle mileage, advertising, utilities).
• Form 1099-NEC for services provided by contractors or freelancers.

Source: IRS | Tax Lawyer | IRS Help Attorney

7. Previous Year’s Tax Return

It’s a good idea to bring your last year’s tax return to help your tax preparer ensure consistency and check for any carryover items, such as capital losses or unused tax credits.

8. Other Documents

• Retirement contributions (IRA, 401(k), etc.).
• Alimony payments (if applicable).
• Other income sources, such as gambling winnings or prizes.

Conclusion

The key to a smooth tax season is preparation. By gathering the necessary documents before meeting with your tax preparer, you can ensure an efficient process and avoid delays. The more organized you are, the easier it will be to maximize your refund and minimize your tax liability.

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