What To Bring For Your Tax Appointment

Getting organized to prepare for your tax appointment can save you a ton of time, and is well worth the effort.

If it’s just after tax season, this list will help you know what documents to keep an eye out for throughout the year and set aside. If your tax appointment is right around the corner, this list is a great resource to help you track down the right documents.

With all of the changes every year (and, of course, that’s especially true THIS year), filing your taxes on your own is not for the faint of heart. That’s even with nice-looking softwares on the market which purport to make it easy for you. 

But that’s what we’re here for.

Let us be your easy button in Denver.

Below is a list of what you will need during the tax preparation process. Not all of them will apply to you — probably MOST will not. Nonetheless, it’s a useful tax preparation checklist. Feel free to even print it out and keep a copy in your filing cabinet

Before you get overwhelmed: yes, this is a long list — but it’s the unfortunate reality of our tax code that it’s not even comprehensive! But these items will cover 95% of our Denver clients.  Really, this is for ensuring that we’re able to help you keep every dollar you can keep under our tax code.

Even if for some strange reason you won’t be using our cost-effective services this year, feel free to use this list as a handy guide…

Tax Preparation Checklist

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Personal Data

  • Social Security Numbers (including spouse and children)
  • Child care provider tax I.D. or Social Security Number
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Employment & Income Data

  • W-2 forms for this year
  • Tax refunds and unemployment compensation: Form 1099-G
  • Miscellaneous income including rent: Form 1099-MISC
  • Partnership and trust income
  • Pensions and annuities
  • Alimony received
  • Jury duty pay
  • Gambling and lottery winnings
  • Prizes and awards
  • Scholarships and fellowships
  • State and local income tax refunds
  • Unemployment compensation
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Health Insurance Information

  • * All 1095-A Forms from marketplace providers (if you purchased insurance through a Marketplace)
  • * Existing plan information (policy numbers, etc.)
  • * If claiming an exemption, your unique Exemption Certificate Number
  • * Records of credits and/or advance payments received from the Premium Tax Credit (if claiming)
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Homeowner/Renter Data

  • Residential address(es) for this year
  • Mortgage interest: Form 1098
  • Sale of your home or other real estate: Form 1099-S
  • Second mortgage interest paid
  • Real estate taxes paid
  • Rent paid during tax year
  • Moving expenses
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Deduction Documents

  • State and local income taxes
  • IRA, Keogh and other retirement plan contributions
  • Medical expenses
  • Casualty or theft losses
  • Other miscellaneous deductions
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Financial Assets

  • Interest income statements: Form 1099-INT & 1099-OID
  • Dividend income statements: Form 1099-DIV
  • Proceeds from broker transactions: Form 1099-B
  • Retirement plan distribution: Form 1099-R
  • Capital gains or losses
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Financial Liabilities

  • Auto loans and leases (account numbers and car value) if vehicle used for business
  • Student loan interest paid
  • Early withdrawal penalties on CDs and other fixed time deposits
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Expenses

  • Gifts to charity (receipts for any single donations of $250 or more)
  • Unreimbursed expenses related to volunteer work
  • Unreimbursed expenses related to your job (travel expenses, entertainment, uniforms, union dues, subscriptions)
  • Investment expenses
  • Job-hunting expenses
  • Education expenses (tuition and fees)
  • Child care expenses
  • Medical Savings Accounts
  • Adoption expenses
  • Alimony paid
  • Tax return preparation expenses and fees
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Automobiles

  • Personal property tax information
  • Department of Motor Vehicles fees
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Self-Employment Data

  • Estimated tax vouchers for the current year
  • Self-employment tax
  • Self-employment SEP plans
  • Self-employed health insurance
  • K-1s on all partnerships
  • Receipts or documentation for business-related expenses
  • Farm income

We’re here to help

Let us know if you have any questions.… Fill in the form below, call at 888-888-8888 or Email Us.



What our Clients are saying

Mike Hurdle and Hurdle CPA has helped our small business grow by giving us specific accounting consulting, for our specific business needs. Mike started out by taking on our taxes which needed to be quickly filed, and that were left in a mess from past accountants. He got everything cleaned up, in by the deadlines, and even got us a refund. After doing a great job with our tax filing, he restructured our QuickBooks accounts to streamline the way we categorize everything. It made things less stressful, clearer, and more productive when handling our accounting. He continued his services by giving us one-on-one training in QuickBooks that was tailored to how we specifically use the software for our business. It further helped us create the infrastructure in our accounting we needed to maximize our time and needs. Now we're learning the proper ways to maximize our deductions, and gain the benefits of lower taxes, which is important to maximize our profits. We've also had Mike help us set up and use QuickBooks Payroll and he's continued to do our taxes, including our personal taxes. Mike is personable, he helps us in our home office or remotely as needed. We can't say enough about the help he's given us and we highly recommend his services. -Meagan (and Kevin) Randall

Helped our small business grow

I have used Mike Hurdle as my "go-to tax man" for many years, and I was disappointed but happy for Mike when he left our area for better opportunities. I tried three different tax prepares and was not happy. I was thrilled when Mike contacted me to tell me has was back operating in my area again! I can not express how grateful I am to Mike in sorting out my 1099 tax income and expenses and for his help in tax planning as an empty nest single parent losing a couple of deductions. Mike Hurdle is professional, accurate, and very timely. He cares greatly about providing the best service for each of his clients. It is a huge relief to know I have been afforded every consideration in his preparation of my return. I cannot recommend Mike Hurdle highly enough. Give him a try -- you will be as happy as I am.

Catherine Teare Ketter, Ph.D.