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Tax Season Checklist

This article was last edited on September 19, 2018. For updated information on tax checklists, read more here. Have these documents in hand before you e-file:  Social Security number for everyone listed on your tax return  W-2 forms from employers  1099 forms for contract work completed   Income from investments (i.e., from interest, dividends, stocks/bonds, and foreign investments)  Prior year income from local/state tax […]

Tax Tips

Your Tax Filing Checklist

Before you begin to prepare your tax return, go through the following checklist. Make sure to highlight the areas that apply to you, and have that information available. By having all your information handy and checking off the other items on the checklist, your filing process will go that much faster. Getting you closer tothat refund! Please note that this is not a complete list, but contains common forms and information needed.

The Best Way to Organize Receipts and Records for Tax Time

Depending on your situation, you could have hundreds of documents and receipts to report for tax purposes. The IRS says you can use any recordkeeping system you choose, as long as your income and expenses are clear, accurate, and include all necessary details.  “How long should I keep records for my taxes?”  As a general rule of thumb, you should […]

Filing a Tax Return for a Family Member (or Someone Other Than Yourself)

Taxes can be challenging for different reasons, and some people could use a little extra help. You might file a tax return for someone else if you have:  A dependent with earned income  A deceased family member  Aging parents  A friend or relative who doesn’t speak English  You can legally file a tax return for someone else  The IRS […]