Tax Preparation Checklist for Central Texas: What to Bring to Your Appointment

Moreno Financial Services, Kempner, Texas. Call or text (254) 312-0404. morenofinancialservices.com

Everyone

• Government-issued photo ID for each taxpayer
• Social Security or ITIN information for household members
• Last year’s federal and state returns
• Bank routing details for direct deposit or payment, shared only through the secure channel we provide
• IRS or state tax notices received during the year

Income

• Your W-2 from every employer you worked for during the year (the year-end wage form, not a pay stub)
• Every 1099 you received, for example from clients, banks, brokerages, retirement accounts, unemployment, or payment apps
• Brokerage and digital-asset tax statements when applicable
• Rental income and expense summaries
• Records of any income for which no form was issued

Family, education, and health

• Dependent dates of birth, residency details, and custody agreements when relevant
• Childcare provider name, address, tax ID, and amount paid
• Tuition statement from each school (Form 1098-T), plus records of what you paid for school
• Health Savings Account (HSA) forms and statements, and records of what you paid from the account
• Marketplace health insurance statement (Form 1095-A), if you received one

Your home, donations, and major events

• Year-end mortgage interest statement from your lender (Form 1098) and property tax records
• Charitable donation records
• Records of storm, fire, or flood damage to your property, with any insurance claim and repair paperwork
• Anything else big or unusual that happened with your money this year. Jot it down and we will look at it together.
• Home purchase, sale, or major improvement records when applicable

Self-employed and small-business owners

• Year-to-date profit-and-loss statement or income and expense summary
• Business bank and credit-card statements
• Mileage log and vehicle expense records
• Equipment, software, supplies, insurance, contractor, and advertising expenses
• If you run any part of the business from home, the measurements of that space and your household bills for the year
• Estimated federal tax payments made during the year

Military households

• W-2 and Leave and Earnings Statements (LES)
• PCS orders, move dates, deployment dates, and home-of-record information
• Spouse income and residency details for every state involved
• Records related to combat-zone service when applicable

Before your appointment

• Check that you have gathered the records for every income source that applies to you
• Note missing or corrected documents, and any questions for your preparer
• Use the secure document channel we provide for sensitive records
• Review your prepared return and resolve questions before you authorize filing

General educational checklist only; not tax or legal advice. This list is general and may not cover your situation. Document requirements vary by taxpayer and tax year. Use the secure document channel provided after engagement.