g&p taxes louisville ky

When it comes to your money, you need Guarantee and Precision 

What To Bring To Your Tax Appointment

Here’s a list of the documents you will need to file your taxes accurately. They are grouped into 4 categories: personal, income, expenses, other.

Personal Documents

Bring the following documents:

  • Photo ID
  • Social Security Cards
  • Social Security Number verification letters, or Individual Taxpayer Identification Number assignment letters for you, your spouse, and dependents
  • Birthdates for you, your spouse, and dependents claimed on the tax return
  • Bank account and routing number or a voided check for direct deposit of your refund
Employment Income
  • W-2 form(s) for all jobs held last year (your employer(s) will have sent you this by January 31st
  • Self-Employment Income
  • 1099-MISC and/or 1099-K
  • Records of income not reported on 1099 forms
  • Record of estimated tax payments
Retirement Income
  • SSA-1099 form for Social Security benefits
  • 1099-R for pension/IRA/annuity income
Other Sources of Income
  • 1099-G for refund of state/local income taxes
  • 1098-T for scholarships/fellowships
  • 1099-R for disability income
  • Income or losses from the sale of stocks, bonds, or real estate
  • Income or losses from rental property
  • Alimony received
  • Statements for prizes or lottery/gambling winnings
  • Interest and dividend statements from banks
  • Records for any other income
Expenses

You can reduce the income you are taxed on by claiming tax deductions for some of your expenses

Bring documentation for all applicable expenses:

  • 1099-G for refund of state/local income taxes
  • 1098-T for scholarships/fellowships
  • 1099-R for disability income
  • Income or losses from the sale of stocks, bonds, or real estate
  • Income or losses from rental property
  • Alimony received
  • Statements for prizes or lottery/gambling winnings
  • Interest and dividend statements from banks
  • Records for any other income
Additional Items
  • Last year’s tax return (if available)
  • Proof of health insurance or exemption: Form 1095-A if you had coverage through the Health Insurance Marketplace
  • Form 1095-B/1095-C if you had other kinds of insurance, or a Health Insurance Exemption Certificate (if received)
  • Tax notices: Documents from the IRS, Health Insurance Marketplace, your state tax agency, or anything that says “IMPORTANT TAX DOCUMENT”
Documents to prove you qualify for credits

Here’s a list of the documents you will need to determine your tax credit eligibility.

Head of the household

  • Utility bills such as power, water, or lease contract

To claim dependents

  • Birth certificate and Social Security cards
  • Certificate documenting the dependents had medical insurance coverage
  • Any document which could evidence that you and your dependents live at the same address (lease contract)
  • Proof of tuition payments (2020 Summary)
  • Proof of immunizations
  • Form 8332 Release/revocation of release of claim to exemption for child by custodial parent

Have questions about any of these documents?