This tax checklist from ATAX is a great source of information for what federal tax forms and other items you’ll need before you begin filing your taxes.
ATAX is here to help with all your tax-filing needs. We strongly advise that you use a professional tax preparer to help you file your taxes so that you don’t miss out on any important deductions and can receive the largest tax refund or have the lowest tax burden possible.
But no matter if we’re helping you file or you’re filing your taxes yourself, there are certain documents and items you must have. You’ll save time and make the process go by smoothly if you collect them first before beginning to file.
The tax documents listed below (in parentheses) should arrive to you by January 31, the federal deadline for companies and employers to send out tax-related forms. If you don’t receive the documents that apply to you by that date, be sure to contact the business and tell them to send the forms to you right away.
Here’s a tax checklist of what you’ll need to file your taxes:
Each Family Member’s Personal Info:
Tax & Income Info:
Deductions and Adjustments:
Whether you’re working with an ATAX professional tax preparer or you’re filing your taxes yourself, it’s important that you know which federal tax forms you should have and to be sure you have them before you begin the filing process. If you follow this tax checklist from ATAX, your tax-filing experience will be much more pleasant and efficient.
To learn more valuable tax information, call ATAX toll free at 1-866-999-2829, or stop by an ATAX office located conveniently nearby. You can also follow us in real time on Facebook, LinkedIn, and Twitter.