Print out the list and get organized. I'm sure your tax preparer will thank you!
TAX PREPARATION CHECKLIST
ü Each family member’s social security number.
ü Bank account and routing numbers for deposit.
ü Income statements (W-2’s and 1099’s)
ü Childcare receipts and providers Tax ID or SS#
ü Mortgage/Real Estate Interest Statements (1098’s)
ü Bank Interest Statements
ü Medical Statements
ü Student Loan Interest Statements
ü Charitable Donations Receipts
ü Work Related ReceiptsHappy Organizing!
One Organized Mama
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