Twenty Something Sense

As promised in my previous post regarding tax documentation, I wanted to review several options for doing your taxes and hopefully some helpful tips along the way.

By this time, you should have received most of your basic documentation like W-2’s (income) and 1098’s (mortgage interest). You may have received some 1099’s for bank account interest and/or investments sold, but these will continue to come into early February. Make sure you are armed with all of your documents before you get…

Unfortunately the tax season will be upon us before we know it. I will not dive deep into the specifics of filing taxes at this time, but wanted to provide a handy checklist of documents that you need in order to be prepared to file your taxes (regardless of if someone is doing it for you).

This is not an exhaustive list, but should cover the vast majority: