By Jessica Walberg
Must-Have Tax Documents Checklist
It's tax season, which means you have to gather up all the documents you've been "filing" and get them together for the IRS. Where do you even begin? We contacted Elaine Smith, master tax advisor and enrolled agent for H&R Block as well as Mark Steber, chief tax officer for Jackson Hewitt, and put together a simple checklist of what to compile before sitting down to file your taxes. Good luck!
1. Important Tax Documents
These documents are "must-haves." Anything that comes in the mail that says "important tax documents" is crucial for filing tax returns. This includes: wage statements (W2), interest from bank accounts, money received for an IRA or pension (1099-R), state refunds (1099-G), student loan documents and mortgage interests.
Receipts that aren't in versions of "forms" can always help. For example, receipts from non-cash charitable donations (Goodwill or The Salvation Army), property tax statements, bills paid, etc.
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