Filing your income tax return is likely not your favorite way to spend time. But when you partner with a trusted and experienced accountant, it is not as intimidating. Simplify the process even further by gathering all of the documents needed before the meeting. Here is a guide on what to bring.

Visiting the Accountant? These Are the 4 Tax Documents to Have With You

1. Income & Earnings

Bring all of your statements of income for the previous year. These include your W-2’s, 1099’s, and interest, dividend income documents from banks and mortgage lenders. In addition, don’t forget any distributions from retirement accounts, such as 401(k) plans and IRAs.

2. Social Security & Personal IDs

You will also need your own social security number and birth date as well as that of your dependents. Bring the actual cards so the tax accountant can check the number and spelling. They may also request a government-issued state ID such as a driver’s license for verification.

3. Old Tax Returns

As a rule of thumb, keep tax returns for at least five years. Bring last year’s with you so that your accountant can review the deductions and see if you are eligible for them again.

4. Receipts

Bring in receipts that may qualify you for further deductions. These include toll charges, charitable donations, and college tuition expenses. If you work freelance, everything from printer cartridges and laptops to mileage and business lunches could be written off.

PMC Tax Services LLC in Lincoln is the agency Nebraska-residents and business owners continue to turn to for accurate and compliant tax returns. Their team is dedicated to offering personalized attention and affordable rates, all in a comfortable and stress-free environment. Visit the website for information on the agency’s full suite of products and services. To schedule an appointment, call (402) 467-5529.