So you’ve made a tax preparation appointment with a Strother’s Bookkeeping tax pro. But do you know exactly which documents you’ll need to bring to the appointment?

Getting organized for your appointment is often the most difficult step — and our checklist has everything you’ll need for your specific tax situation. Note that not all categories listed on this document will apply to you (you may not be in a federally-declared disaster area, for example), but it’s a good idea to read each item to make sure you’re not overlooking any documentation that may not be top-of-mind.

HEALTH INSURANCE COVERAGE: YOU MUST PROVIDE PROOF OF HEALTH INSURANCE COVERAGE BEGINNING ON JANUARY 1, 2014 The IRS requires that you report certain information related to your health care coverage on your 2014 tax return.

Please read the following statements carefully. More than one might apply to your “tax family”. 1. If you had health care coverage with a government Marketplace (Exchange) during 2014. Please provide Form 1095-A, issued by the Marketplace. In some family situations you may have more than one 1095-A

ss3Use this simple guide to prepare for your tax appointment. The documents that you will need to bring to your appointment are listed below. Depending upon your individual situation, other supporting documents may be required to complete your return.

  1. Date of Birth and Social Security numbers for you, your spouse, children or anyone else included on your return.
  2. All income and wage statements, including W-2’s, 1099’s, unemployment compensation, pensions, IRA distributions, rents, royalties, K-1’s  from partnerships, S Corporations, Estates, Trusts etc.
  3. Tax Credit information, including Child and dependent care (name, address and taxpayer ID number for each provider), tuition and fees paid for higher education, foreign tax credits, 2012 estimated tax payments.
  4. Purchase date and total investment in any stocks or property sales.
  5. Mortgage interest statements.
  6. Escrow closing statements for any properties purchased or sold.
  7. IRA contribution information.
  8. If you use your car for business, a log of total of business miles used.
  9. Copies of any IRS notices that you have received.
  10. If this is your first year with 20/20 Tax Services, please bring a copy of your prior year tax return.

Try our Free Tax Organizer. Choose your tax situation organizer below. Click and fill out the tax organizer and simply print it out and bring it in along with your documents.

Basic Tax Organizer w/ Itemized Deductions

retirement

click here for a printable PDF.

Business Tax Organizer

retirement

click here for a printable PDF.

Prior Year Basic Tax Organizer

retirement

click here for a printable PDF.