A little help for Tax Time

One of the most frustrating aspects of filing taxes is getting the paperwork together. I've compiled the following list to help you get the proper paperwork you need together before you sit down to do your taxes.

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 Receipts

Happy Organizing!
-Janel
One Organized Mama
702-498-1636 call or text
oneorganizedmama@gmail.com