5 Things You Must Bring to Your Tax Preparer’s Office


Nobody enjoys filing taxes but it’s a chore that has to be done. Make filing your taxes quick this year by providing your tax preparers with the correct documents on the first visit. Below is a list of 5 items to bring with you to help speed along the process.

  1. Identification: You will need to prove you are who you say you are on the top of your 1040. Bring a driver’s license, military id, or your passport. You will also need to bring your spouse’s and your social security card.
  2. Proof of Income: Income from an employer, self-employment income, rental income, retirement income from an IRA, pension or annuity, social security benefit, investment income from sale of a stock, interest, or dividends are just a few of the types of income you need to claim.
  3. Proof of Disaster, Theft and Other Unexpected Losses: Bring proof of ownership of any property that was damaged or stolen and the date that it happened.
  4. Proof of Expenses: Self-employment expenses, business expenses, education expenses, charitable contributions, medical expenses, mortgage interest and union dues are some examples of expenses that qualify for itemized deductions. Be sure to bring receipts or other proofs of expenses.
  5. Payment Method: Bring your bank account information so you can direct deposit your refund so you can receive it quicker. Or, if you have to pay into the IRS, bring your method of payment you would like to use for that (check, money order, bank account, etc.) If you are married, bring your spouse to co-sign on the final refund or payment.
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source: https://money.howstuffworks.com/personal-finance/personal-income-taxes/5-things-to-bring-to-tax-preparer1.htm