Missing Information from Your Tax Return?

by Jul 27, 2017

© Can Stock Photo / dabjola

If you’ve already had your appointment with your CPA, you might have received an email requesting missing information. This email simply means you did not bring everything you needed with you to your appointment. To help you prepare for the future, or if you haven’t yet met with your accountant, here is a helpful list of things you should bring when you have your meeting:

Personal Information

  • Your social security number
  • Your spouse’s full name and social security number
  • If you are divorced, your alimony information, and your ex-spouse’s full name and social security number.
  • Your tax returns for the past 3 years so that they may be checked over for errors – unless you are using the same accountant as they will have that information already.

Dependent’s Information

  • Birthdates and social security numbers
  • Childcare records
  • Income of other adults in your home (not your spouse if you are filing jointly)
  • Copies of your divorce decree, or any other documents from your ex-spouse releasing their right to claim a child to you

Employment Information

  • Form W-2
  • 1099-Misc, Schedule K-1, income records to verify 1099s
  • Expense records – check registers, credit card statements, & receipts
  • Home office information

IRA & Retirement Information

  • Amount contributed for 2012
  • Traditional IRA basis
  • Value of IRAs on December 31, 2012
  • Social Security Information
  • Pension & Annuity Income

Rental Information

  • Records of income and expenses
  • Rental asset information for depreciation.

Other Income

  • Unemployment
  • State tax refund
  • Gambling income
  • Alimony
  • Jury duty records
  • Hobby income and expenses
  • Prizes and awards
  • Other 1099 income

Education Payments

  • Scholarships and fellowships

Vehicle Information

  • Mileage
  • Parking & tolls

Savings & Investments

  • Investment & dividend information
  • Income from sales of stock or other property

Itemized Deductions

  • Mortgage statements
  • State and local income tax
  • Real estate and personal property tax records
  • Vehicle sales tax records
  • HUD statements if purchasing/refinancing home
  • Charitable donations
  • Healthcare payments
  • Expenses related to your investments
  • Tax preparation costs
  • Employment related costs
  • Job hunting expenses

While the list is extensive, not everything will apply to you. Each tax return is unique to each person.  If you are still uncertain about what you need to bring, contact your accountant and ask. We are here to prepare your taxes and offer you a service. Answering your tax questions is part of that service.

Should you gather up everything you need prior to your appointment and still forget something, rest assured we will send you a missing information email.  At that point, all you will need to do is send in the information we are missing and your return will be filed for you. The tax specialists at Next Level Accounting & Tax look forward to seeing you at your tax appointments.  If you need an appointment, please contact us today!