What Documents Do I Need to Provide During an Audit?

Dealing with an IRS audit can be a daunting task, especially when it comes to gathering the necessary documentation. To help you navigate through this process smoothly, we have compiled a comprehensive list of the documents you need to provide during an audit. By being well-prepared and organized, you can ensure a hassle-free audit experience.

1. Income Documents

Start by gathering all your income-related documents, including:

  • W-2 and 1099 forms: These forms detail your income from employment, freelance work, or any other sources.
  • Bank statements: Provide statements for all your accounts to show deposits and interest earned.
  • Business records: If you own a business, gather profit and loss statements, sales records, and receipts.

Remember, the more comprehensive your income documentation, the better.

2. Deduction and Credit Records

Next, focus on your deductions and credits. Here are some key documents to include:

  • Receipts and invoices: Gather all receipts for deductible expenses, such as medical bills, education expenses, and charitable donations.
  • Property records: If you own property, provide documents related to mortgage interest, property taxes, and home improvements.
  • Education records: Include tuition statements and student loan interest statements.

Remember to organize these documents by category to simplify the IRS audit process.

3. Retirement and Investment Documents

If you have retirement accounts or investments, make sure to include the following:

  • IRA and 401(k) statements: Provide statements that show contributions, distributions, and rollovers.
  • Investment statements: Include brokerage statements, stock purchase records, and records of capital gains or losses.
  • Real estate documents: If you own rental properties, gather rental income records, expenses, and depreciation schedules.

Having these documents readily available will help demonstrate the accuracy of your reported income and deductions.

4. Health Insurance Documents

With the introduction of the Affordable Care Act, health insurance plays a crucial role in your tax return. Include the following:

  • Form 1095-A: If you purchased insurance through the Marketplace, this form provides details of your coverage.
  • Form 1095-B/C: If you have insurance through your employer or a government program, these forms verify your coverage.
  • Medical expense records: Gather receipts and statements for medical expenses not covered by insurance.

By providing these documents, you can ensure compliance with healthcare-related tax regulations.

5. Previous Tax Returns

Lastly, don't forget to include copies of your previous tax returns. These can provide valuable information and serve as a reference for the auditors.

Remember, the key to a successful audit is thorough preparation and organization. By having all the necessary documents ready, you can save time and avoid unnecessary stress.

Contact Our IRS Audit Lawyer

At The Law Office of Michael K. Miller, P.A., we understand the complexities of audits and the importance of proper documentation. Our team of experienced tax attorneys can guide you through the audit process and ensure your rights are protected. Contact us today to learn more about our audit services and how we can assist you.

When you need someone who understands the tax situation you are facing, call (561) 693-3734. Our firm is available seven days a week and in the evenings.


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