What to Bring to your Tax Appointment

A new year means New Year’s resolutions, cold weather, and tax returns! It’s a good idea to check this item off your to do list as early as possible, so make your appointment with your tax advisor today. Here's a handy checklist of the documents you’ll want to bring to your appointment.

Copies of Prior Year Returns

If you are a new client, please bring copies of your federal and state income tax returns for the last three years.

Personal & Dependent Information

Income Statements

Itemized Deductions

If you plan to itemize your deductions using Schedule A, you’ll need to provide:

Retirement Income and Contributions

Records of contributions to IRAs, HSAs or other retirement plans:


Health Care

The deadline for issuing 1095-B’s and 1095-C’s has been extended to March 31st, 2015. Because of this, the IRS has said that for 2015 only, you can still file without the 1095-B or 1095-C in most cases. You would still want to talk with us about it, but if you had insurance all year, then you don’t need to have the 1095-B or C, whenever you receive it you can just keep it for your records.

<pStocks & Mutual Funds

If you are reporting sales of stock, you’ll need to bring a year-end statement that shows the original cost of the stock and information about the sale, including:

Self-Employment Information

Business Rent 

Summarize the rent paid for business purposes during the tax year and your landlord’s name and address.

Business Use of Vehicle Information

Moving Expenses

If you relocated because of your job, bring documentation that shows expenses for your job-related move that were not covered by your company or organization. You can only deduct the cost to move your household goods, storage and the one time trip to make the final move to your new location.

Rental Property

If you received income from rental property (Schedule E), provide an income statement showing:

Residential Energy Efficiency Improvements

Please provide the cost of the following applicable items:

High-efficiency heating and cooling systems, water heaters, windows, doors, insulation, qualified solar electric property, solar water heating property, fuel cell property, small wind energy property and geothermal heat pump property

Foreign Nationals on a F-1 or J-1 Visas

Estimated Tax Payments

If you made estimated tax payments this tax year, provide the dates and amounts paid of all federal and state estimated tax payments.

To File

If you have received any other tax document not mentioned here, bring it to your appointment. If you have any questions about what to bring to your appointment, give us a call at (209) 955-2244, or e-mail us at [email protected]