WHAT TO BRING FOR YOUR TAX APPOINTMENT

Getting organized to prepare for your tax appointment can save you a ton of time, and is well worth the effort.

If it’s just after tax season, this list will help you know what documents to keep an eye out for throughout the year and set aside. If your tax appointment is right around the corner, this list is a great resource to help you track down the right documents.

With all of the changes every year (and, of course, that’s especially true THIS year), filing your taxes on your own is not for the faint of heart. That’s even with nice-looking softwares on the market which purport to make it easy for you.

 

But that’s what we’re here for.

Let us be your easy button in Charlotte.

Filing your taxes on your own is not for the faint of heart. That’s even with nice-looking softwares on the market which purport to make it easy for you.

But that’s what we’re here for. Let *us* make it easy for you.

Below is a list of what you will need during the tax preparation process. Not all of them will apply to you — probably MOST will not. Nonetheless, it’s a useful checklist.

Before you get overwhelmed: yes, this is a long list — but it’s the unfortunate reality of our tax code that it’s not even comprehensive! But these items will cover 95% of our clients. Really, this is for ensuring that we’re able to help you keep every dollar you can keep under our tax code.

Also note: Certain deductions went away this year, that we’re used to handling on behalf of our clients. And some that you might be used to as well. This list has changed a little, and I’ve notated additional changes coming down the pike.

But again … we will be your guide. That’s what we’re here for.

Even if for some strange reason you won’t be using our cost-effective services this year, feel free to use this list as a handy guide…

Tax Preparation Checklist

Download Checklist
Appointment Data

Tax Appointment Data

Personal Data
  • Social Security Numbers & DOB (including spouse and children)
  • Child care provider tax I.D. / SSN and address
Financial Liabilities
  • Auto loans and leases (account numbers and car value) if vehicle used for business
  • Student loan interest paid: Form 1098-E
  • Early withdrawal penalties on CDs and other fixed time deposits
Employment & Income Data
  • W-2 forms for this year
  • Tax refunds and unemployment compensation: Form 1099-G
  • Miscellaneous income including rent: Form 1099-MISC
  • Partnership, trust, and S-Corporation income: Form K-1
  • Pensions, annuities, retirement or profit sharing plans, IRAs, etc.: Form 1099-R
  • Alimony received (including payer’s SSN) if divorce finalized prior to 1/1/2019
  • Jury duty pay
  • Gambling and lottery winnings: Form W-2G
  • Prizes and awards
  • Scholarships and fellowships
  • Social Security income: Form SSA-1099
  • Transfer of stock options exercised: Form 3922
  • Amount of CARES Act payment received (1st stimulus paid April/May 2020: $1,200 per adult, $500 per child)
  • Amount of CAA payment received (2nd stimulus paid January 2021: $600 per adult & child)
Automobiles
  • Personal property tax information
  • Department of Motor Vehicles fees (only if including sales or property tax)
  • Sales tax on purchase
Health Insurance Information
  • All 1095-A Forms from marketplace providers (if you purchased insurance through a Marketplace)
  • Records of credits and/or advance payments received from the Premium Tax Credit (if claiming)
Expenses
  • Gifts to charity (receipts for any single donations of $250 or more, and non-cash donations of $500 or more)
  • Unreimbursed expenses and mileage related to volunteer work
  • Education expenses (tuition and fees)
  • Child care expenses
  • Medical Savings Accounts and Health Savings accounts: Form 1099-SA
  • Adoption expenses
  • Alimony paid (including payee’s SSN) if divorce finalized prior to 1/1/2019
Homeowner/Renter Data
  • Residential address(es) for this year
  • Mortgage interest: Form 1098
  • Sale of your home or other real estate: Form 1099-S Second mortgage interest paid
  • Real estate taxes paid
  • Rent paid during tax year
  • Settlement statement for any real estate purchased or sold during the year
Self-Employment Data
  • Estimated tax vouchers for the current year
  • Self-employment income
  • Self-employment SEP plans, Simple IRA
  • Self-employed health insurance (do not include COBRA) K-1s on all partnerships
  • Receipts or documentation for business-related expenses Farm income and expenses
  • Rent income and expenses
  • Number of days you were unable to work due to COVID-19 or due to symptoms of COVID-19, including time while waiting for test results (do not include days reimbursed by an employer)
  • Number of days you were unable to work due to caring for a family member who was quarantined due to COVID-19 or caring for a child due to the closure of a childcare facility / school
Financial Assets
  • Interest income statements: Form 1099-INT & 1099-OID
  • Dividend income statements: Form 1099-DIV
  • Proceeds from broker transactions: Form 1099-B
  • Retirement plan distribution: Form 1099-R
  • Capital gains or losses
Deduction Documents
  • State and local income taxes
  • IRA, Keogh and other retirement plan contributions
  • Medical expenses
  • Casualty or theft losses
  • Other miscellaneous deductions
  • Educator expenses
Credits
  • Energy improvements
  • Education expenses (tuition and fees): Form 1098-T
  • Adoption expenses

WE’RE HERE TO HELP

Let us know if you have any questions.… Fill in the form below, call at (844) 599-3355 or Email Us.

Testimonials

What Our Clients Are Saying

KohariGonzalez PLLC have been doing my taxes for at least three years! They are very professional and very kind! They explain everything and answer any questions you might have. I would definitely recommend them as they are excellent CPAs! Sincerely Ruth 

They are very professional

comment
Ruth C

I own a small business. VERY small. And yet they treat me as if I'm on the Fortune 500. Couldn't be more satisfied.Couldn’t be more satisfied

comment
Bill Y

Excellent customer service. They not only prepare our tax returns for business and personal but they also do our bookkeeping! We couldn't operate without them! Excellent customer service

comment
Holly M

We began using this firm two years ago. They have been more than helpful and go out of their way to make the process of filing taxes, payroll, etc much easier. They are very thorough with everything that is done in the office. Thankful to have them doing both our business and personal filings. Thank you. Much easier

comment
Moni C

I worked with CPA Sara Gonzalez on an intricate tax audit, and she was courteous and thorough in representing me and in working with the IRS agent to come to a reasonable resolution... Sara and her team organized my returns and presented them in a professional understandable manner, which is hugely important to overworked IRS agents. I highly recommend Kohari and Gonzalez and continue to work with them on my annual tax returns. She was courteous

comment
Don H

They have provided me with excellent service throughout the years they have been my CPA. I started a business and their guidance has been very advantageous to my company growth and peace of mind since they not only prepare my taxes but also do all of our bookkeeping! I highly recommend them. Their guidance has been very advantageous

comment
Sue R

Contact Us

Fill up the form below and one of our representatives will contact you shortly.