What to bring for tax return

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File Taxes From Your Home. No Matter Where You Live! Ready To Get Started? AARP Foundation Tax -Aide: Important documents to bring to y. What tax documents are needed to prepare my return? How long does it take to get my tax return?

What forms are needed for filing taxes?

Can I attach a statement to my tax return? State programs can be added within the program for an additional cost. What to Bring to a Tax Appointment (Tax Checklist) Here’s a list of documents you need to ensure you file taxes accurately. These are items you may still be able to itemize, so bring in: Medical , dental or eye care expenses including after-tax insurance premiums.

You can also file your taxes with a paid preparer. One of the simplest ways to work out what to bring is to look at your previous year’s tax return. This will remind you which categories of income , deductions and tax offsets apply to you. You need to be able to prove (or substantiate) your deductions. This usually means keeping receipts or tax invoices for the amounts you have spent.

Income Tax Return Checklist for Individuals. We want to make the tax return experience as convenient and hassle free as possible, and to ensure that you get the maximum refund. Access IRS Tax Forms.

Complete, Edit or Print Tax Forms Instantly. The following is a good general list of the items to bring in with you for your scheduled tax appointment: Prior Year Tax Return Copies If you are a new client, please bring copies of your last years federal and state income tax returns. Next on the tax prep checklist are credits, which are deductions’ more valuable cousins: They provide dollar-for-dollar cuts in any tax you owe.

But as with deductions, you need documentation to. If you’ve received partial payment in the form of insurance or federal or state disaster relief, bring that along as well. In many instances you will have income summaries from employers and interest summaries from banks. If you purchased a new home or refinanced an existing mortgage, you should bring a copy of your HUD or settlement closing statement to your tax interview.

These are going to be some of the most important items you can bring to your tax preparer to help them ensure you are getting the most back on your return. Previous Years’ Tax Returns. If this is your first time meeting with a tax preparer or you are meeting with a new tax preparer, bringing your previous five years’ tax returns is very beneficial. If you don’t have access to all of these previous returns, then bring in any previous returns you have access to.

Here is a listing of some items (if they apply) to bring for your tax appointment: Drivers license or a passport. Social Security Cards or ITIN papers for all listed on return. Children school or medical records. Spreadsheets for expenses. When using a new accountant, always start with last year’s tax return.

If you use a cloud accounting solution, all your data will be available online for your accountant. Actual prices are determined at the time of print or e-file and are subject to change without notice. Make sure you bring : Whether you choose to have us prepare your tax return remotely with a Peoples Tax Virtual Tax Pro℠, or you meet with a Peoples Tax Professionals live in one of our RVA tax offices, here is a detailed list of items that will be important when we complete your tax return. Before you start tax preparation: Download and print this checklist as a PDF.

Place the checklist in a file folder, or attach it to the outside of the folder. As you receive or locate tax documents, place them in the folder and check them off the list. So we can make the most of your tax appointment, you will need to bring a few documents and receipts with you.

This includes: PAYG Payment Summaries (previously Group Certificates) You should be provided a copy from your employer.