What to Take To Your Tax Preparer
By Nehemiah Jefferson, Esq., LL.M.
I am often asked, “What do I need to bring to my tax appointment?” The simple answer is W-2’s, 1098’s, 1099’s, social security cards, identification such as driver licenses, previous year’s return, and bank account information for direct deposit of any refund due. A more detailed answer may be found in a little-known IRS form.
Although many tax professionals have their own client interview or intake forms, IRS Form 13614- C provides tax professionals with most of the information necessary for preparation of the individual tax return. The form provides a checklist for income, expenses, and life events.
Often overlooked income items include form 1099-G (Certain Government Payments) which is usually received for things such as a state tax refund or for unemployment compensation. This checklist can also serve as a reminder to bring additional documentation such as a receipt from your child care provider for dependent care expenses or statements from non-profit organizations like churches for charitable contributions. Lastly, Form 13614-C reminds of “life events” like the purchase of a home or energy efficient windows.
Tax preparers have an ethical duty to gather and to every extent possible, verify information provided from the client. Form 13614-C supports this duty.
Nehemiah Jefferson, Esq., LL.M., is Principal of Esquire Tax Firm PLLC. The firm practice areas include Civil and Criminal Tax Representation, Estate Planning, Probate, and Business Planning. He earned his Bachelor’s degree from The Florida State University, his Juris Doctor from John Marshall Law School (Atlanta), and LL.M. in Taxation from the University of Alabama. Attorney Jefferson is licensed to practice law in the State of Florida, Texas, The District of Columbia, and is a member of the United States Tax Court Bar. He may be reached at www.esqtaxfirm.com.
