How to Prep Before Meeting Your Tax Pro

Outsourcing tax return preparation to an accountant can help you navigate the maze. But your accountant won’t be able to do their job without providing the needed information and documents.

Wondering which documents you should bring to your tax preparer?” Read on to learn what you need to bring to your accountant.

Personal Information

Personal information for you and your dependents, including social security numbers, dates of birth, and tax ID numbers. Many people know these details by heart, but if not, write them down ahead of time.

Statements reflecting your wages and earnings.

These include W-2 and W-2G, forms provided by your employer. If you’re self-employed, bring 1099-MISC or 1099-K forms.

Records of your expenses

This can be a long list, but focus on what applies to you. Think about things related to your home, job, medical/dental work, school, and a few more areas that may be specific to you and cost you money.

Information about your retirement accounts.

Bring records that show how much you’ve contributed in the past year and the current value of any 401(k), IRA, Roth IRA, SEP IRA, or another retirement account.

Health insurance forms.

You may need either a Health Insurance Marketplace Statement (Form 1095-A) or a statement of coverage from your employer or insurer (Form 1095-B or 1095-C).

Tap the link below for more on how to prep before meeting your  tax pro.