Whether you prepare your taxes in person, drop-off your documents or file online, you will need certain information and documentation to file your tax return. Having all of your documents takes time but it guarantees you the refund you deserve. We are here to help you determine what documents you need to file your taxes based on your specific situation.
Use the checklist below to find the tax documents and forms you will need to get started.
Tax Identification Numbers are mandatory items on your checklist. All taxpayers will need the following to do their taxes.
If there are any dependents that you are planning to include in your tax return make sure to gather this information.
Gather all the documents that confirm the money you received during the previous year.
Deductions can help you lower your taxable income, which generally means a reduced tax bill.
*It is important to have documentation to support deductions*