What tax information should I gather to complete my taxes?

Now that we are into the new year, it’s time to start gathering the documents and information needed to file your taxes. Here is a quick overview of some of the information you should put aside to get ready to file: 

  • Income statements. These can be W2s1099-MISCs, or other forms that show how much money you had coming in from your job and/or business. 
  • Forms that report other kinds of income. If you have income from other sources such as investments or Social Security payments, you will receive forms like 1099-DIV1099-GSSA-1099, etc.
  • Tax deduction records. If you plan to claim deductions like charitable donations or mortgage interest, you will need records of those. 
  • Contributions to tax advantaged accounts. This is a good time to identify any contributions made in the past year to Individual Retirement Accounts, 529 Education accounts, or Health Savings accounts. 
  • Expense receipts. If you’re deducting the cost of medical bills, educational expenses, or charitable donations, you will need your receipts.
  • Your personal and Social Security information. This includes the full names and Social Security numbers, or tax identification numbers, for you, your spouse (if applicable), and your dependents, which are needed to file your taxes.
  • A copy of your latest tax return. It helps to see what you filed last time and review any changes for this year. 

If you have questions about any of these forms, your deductions, or anything else tax-related, we’re here for you during tax season and all year long. Feel free to reach out to us at 716-445-7465 or email [email protected].

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