Get Prepped Before You See Your Tax Preparer

Get Prepped Before You See Your Tax Preparer

02/19/2020 Tags: Announcements, In the News

So, you’ve made an appointment with your tax professional to tackle your taxes.

Before you show up with just a shoebox full of receipts and hopes for a refund, check the checklist below.

Coming to your appointment with all of your necessary documents helps your preparer make sure your return’s complete and accurate. That way, if you are getting a refund, you’ll get it that much faster, since your tax pro won’t need to check in with you to verify or track down information.

Make sure to bring:

  • Social Security numbers for you, your spouse, or anyone else listed on your return.
  • Your W-2 as well as your spouse’s if you’re filing jointly.
  • Your 1099s if you or your spouse are self-employed.
  • Your 1095-A if you received health insurance from the Marketplace.
  • Your tax return from last year.
  • Your bank account and routing number in case you’re getting a refund and want to receive it through direct deposit.
  • Any applicable retirement documents, like form 1099-R.

If you had any major life changes last year, you might need to bring other documents, too, like those related to the sale of your home or for a trust or estate. You can click here to see a full list of documents you might need.

Make sure to check all your forms, too, to verify that the information is correct. If it’s not, contact the payer right away to fix the errors.


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