What to Bring to Your 2014 Tax Appointment

In a previous post, we discussed How You Can Benefit From Early Tax Preparation and why getting an accountant is a great help. This time around, we will enumerate the different forms you should bring to your tax appointment with your accountant to avoid any mistakes, or having to go back if you forget any requirements. However, keep in mind that these are only suggestions – different people will have different requirements. Some may not need all of the items listed here, while others may need more items not covered here.

Personal Documents and Information

Bringing your previous tax returns with you will help us determine the exact figures for your situation, including anything you may have missed in terms of what you have to pay and deductions you may not be aware of. This is especially helpful if you are a new client, and even more so if you have already raised red flags at the IRS.

Your Social Security Number (SSN) will also be needed, and those of all your dependents as well as their full names. Any alimony paid or received, childcare records (including provider’s ID number), divorce decrees, form 8332, and any other related documents should also be included. If there are other adults in your household that earned money in the previous year, you should also bring estimates of the income each of them had received.

Other Sources of Income

These may include the following:

• Unemployment
• State tax refund
• Self-employment information, including income and expense records, asset information, and office-in-home information
• Rental income, including income and expense records and rental asset information
• Retirement income, such as pension, IRA, annuity, social security and RRB
• Interest and dividend income
• Income from sales of stock or other property, including dates of acquisition and records of your cost or other information regarding sold property
• Gambling income
• Healthcare reimbursements
• Jury duty
• Hobby income
• Prizes/awards
• Any others under 1099
• Employee Information (W-2)
• IRA Information, including the amount contributed, traditional IRA basis and the value of IRAs in past year/s.

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Itemized Deductions

Make a list of any deductions you may think of, including any of the following:

• Mortgage statements such as Form 1098
• State/local income or sales taxes paid (excluding withholding taxes)
• Real estate and personal property tax records
• Vehicle sales taxes paid
• HUD statement
• Cash and non-cash donations to schools and religious and other charitable organizations
• Medical expenses
• Mileage and gas, oil, car wash, licensing, parking and toll fees in the course of charitable, medical, and business purposes
• Investment-related expenses
• Tax preparation expenses
• Employment-related expenses
• Business rent expenses
• Moving expenses
• Dependent care expenses
• Higher education expenses
• Energy efficiency upgrades to your home
• Safe deposit box, cell phone, tools, dry cleaning, luggage, travel, meals and entertainment expenses

Any Damages from a Federally Declared Disaster

This includes the location you lived, worked, or had property in that was affected by the declared disaster. You will need records showing the losses and repair costs, insurance reimbursements or claims, and FEMA assistance information.

How Hazzouri Accounting Can Help:

Getting all of these documents and information together can be the single most difficult effort on your part in preparing your 2013 tax return. Hazzouri Accounting is affiliated with and/or certified by organizations such as the MACPA, Intuit, and AICPA to provide expert advice and assistance for your tax preparation in 2014.

As with every year, the majority of Americans will overpay on their 2013 taxes. With over 16 years of experience with Canton, MI taxes, and the surrounding area, Khaled Hazzouri can help you avoid any overlooked tax breaks. Filing as early as you can will put you at an advantage over the rest of the 1.8 million people in Wayne County alone serviced by only around 1500 accounting firms, and will also mean avoiding penalties and faster processing of any refunds. For more information, or to set up your tax appointment, please visit our website / Facebook fan page or call 734-844-1614 today.