Ultimate 2024 Tax Prep Checklist

Tax season can be a stressful beast, but it doesn’t have to be. This year, streamline your drop-off with our handy checklist.

Essentials to Bring:

1. Personal Information:

• Social security numbers: for yourself, spouse, and dependents.
• Driver’s licenses or photo IDs: for everyone claiming a refund.
• Last year’s tax returns: (federal and state) for reference and pre-populated information

2. Income Documents:

• W-2s: from all employers.
• 1099s: including 1099-INT for interest, 1099-NEC for non-employee compensation, and others depending on your income sources.
• Other income statements: bank statements reflecting taxable interest, unemployment benefits, rental income, etc.

Deductions and Credits:

• Receipts: for charitable donations, medical expenses, childcare costs, mortgage interest, education expenses, and any other claimed deductions.
• Mileage log: if claiming mileage deductions for business use of your car.
• Home office documentation: if claiming a home office deduction (square footage, mortgage/rent statements).

 Additional Documents:

• Health insurance statements: for claiming premium tax credits.
• Investment statements: for capital gains or losses.
• Student loan statements: for claiming student loan interest deduction.
• Any other relevant documents: related to your specific tax situation.

Bonus Tips for a Smooth Drop-Off:

• Organize your documents:
• Group similar documents together in folders or envelopes.
• Make copies: Keep copies for your records.
• Review your checklist: Ensure you haven’t missed anything before your appointment.
• Ask questions: Don’t hesitate to clarify any doubts you have.
• Relax and trust the experts: We’re here to help you navigate the tax maze with ease.

Following this checklist and arriving prepared will ensure a quick, efficient, and stress-free drop-off experience. Let’s work together to make this tax season your smoothest one yet!

I hope this helps you optimize and speed up your tax preparation this year