Try these tips to organize your tax documents and files:

  • Block out appointments with yourself on your calendar to complete the work. Be reasonable about how much you can accomplish at one time.
  • Estimate the time you will need and then double it.

Research filing and extension deadlines … know the IRS dates.

Keep a copy of last year’s return on-hand.

Gather all reported tax forms (W2’s, 1099 dividends, 1099 interest, etc.). Then organize data by type.

Sort data into specific categories: e.g. donations (money and in-kind).

If you prepare your taxes electronically:

You can import last year’s taxes onto this year’s form by using the same software as the previous year.

If you prepare your taxes manually:

Below are sources that may carry the forms you need:
www.irs.gov (Sends them at no charge)
• Some local libraries and post offices
• Office supply stores (for larger quantities)

Use a tax organizer. (Search “tax organizer” on web for free ones to download.)

If your taxes are prepared by a tax professional:

Make an appointment now.

It will be a huge relief to get this job done. Personally, I can’t wait to finish mine.

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