Michael F. Bizga  
Certified Public Accountants, LLC

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What To Bring To Your Tax Appointment

To help you prepare for your upcoming tax appointment, here's some advice on organizing your tax records and some specific items to bring with you:

1.    Keep all your tax records in one spot; create and maintain a current spreadsheet of expenses and deductions

2.   Prepare and organize your documentation a couple of weeks before your appointment to minimize last minute scrambling for receipts, etc.

What To Bring 

Income Documents: 

* All your W-2s. Keep them together as you receive them 

* Form 1099-INT of interest statements from banks 

* Form 1099-DIV from investments 

* Form 1099-B from transaction statements from stock/bonds sold during the year. Make sure to bring the original purchase price and date of purchase. 

* Form 1099-G for any unemployment insurance received 

* Schedule K-1 received from partnership, estate, or S-Corporation 

* Social Security statements 

* Any additional income (or debts) such as miscellaneous income from jobs, gambling winnings/losses, and alimony paid/received 

Deduction Documents: 

* Form 1098 for mortgage interest 

* Mortgage points on a new home or a refinance 

* Real estate taxes 

* Vehicle taxes and license tab fees 

* College and educational expenses for you and dependents 

* Interest paid on student loans 

* Amount paid for child care providers (also bring the provider's tax ID number) 

* Money spent for job-related travel, tools, clothing for which you were not reimbursed 

* Contributions to an IRA and other savings plans 

* Expenses paid for medical items such as co-pays, prescriptions, hospitalizations, eye exams or glasses, mileage for medical appointments

* Donations to charities and churches (bring receipts) 
* Home improvements for energy efficiency and medical reasons 
* Closing costs for real estate you bought or refinanced during the year
Business Records (if you have your own business): 
* Spreadsheet with categorized expenses/income 
* Mileage log of driving done for business.  Make sure to include the date, location driven, and miles. 
* Percentage use of items such as internet and cell phone/tablet for business-related expenses 
* Names of contractors, addresses, SSN and monies paid 
* Health insurance premiums 
For in-home businesses, you are eligible to deduct proportional expenses of your utilities, repairs and improvements. However, these deductions are complicated and can carry fees when you sell your home later.