Don’t File Your Taxes Until You Have These 8 Things

Don’t File Your Taxes Until You Have These 8 Things

Filing your taxes can be both a stressful and exciting time. The prospect of getting a refund or finding out how much you owe can be daunting. However, the key to making filing taxes simpler is preparing beforehand. This means having all the necessary documents and information needed to file your taxes accurately and efficiently. In this article, we will cover the 8 things you need to make sure you have before you start filing your taxes. We’ll go over what forms you need, what deductions you can make, and other tips on how to maximize your return or minimize your tax burden.

Tax return

If you’re like most people, you wait until the last minute to file your taxes. But if you want to get the most money back (or owe the least), it’s important to make sure you have all the documentation you need before you file. Here’s a list of things to have on hand before you file your tax return:

1. All W-2s and 1099s from employers, banks, and other institutions.

2. A record of all charitable donations made during the year.

3. Documentation of any medical expenses incurred during the year.

4. Receipts or records of any other deductions or credits that apply to your situation, such as student loan interest paid or child care expenses.

5. Your completed federal and state tax returns from the previous year, if applicable.

6. Your Social Security number or Individual Taxpayer Identification Number (ITIN).

7. If you’re filing jointly, your spouse’s Social Security number or ITIN as well.

1040 form

When it comes to filing your taxes, there are a few things you need to make sure you have before you start the process. Here is a list of what you need to have before you file your taxes:

  • -Your most recent pay stubs
  • -A copy of last year’s tax return
  • -Any forms or documents related to any changes in your financial situation since last year (e.g., marriage, birth of a child, new job, etc.)
  • -Receipts for any deductible expenses you plan on claiming
  • -Your bank account information so you can direct deposit your refund (if you’re expecting one)

If you have all of these things, then you’re ready to start the tax filing process. If you’re missing any of these items, make sure to get them before beginning.

W-2 form

The W-2 form is one of the most important documents you need when filing your taxes. This form is issued by your employer and contains your wages and withheld taxes for the year. Without a W-2, you will not be able to accurately file your taxes.

If you have not received your W-2 form by the end of January, contact your employer as soon as possible. They may have made a mistake and sent it to the wrong address. If they are unable to provide you with a copy of the form, you can request one from the IRS.

Do not wait until the last minute to get your W-2 form! Make sure you have this document before you start preparing your taxes.

1099 form

Form 1040, U.S. Individual Income Tax Return, is the form used by the majority of taxpayers to file their annual income tax return. The form includes instructions on how to complete the form and where to file it.

If you are filing a joint return, you and your spouse must each sign the return even if only one of you earned income during the year. If you have a dependent child, you must list their information on the form as well.

In order to complete Form 1040, you will need several things:

Your most recent tax return – This will give you your baseline information such as your filing status, dependents, etc. that you’ll need in order to fill out the new form accurately.

W-2 forms – You should receive these from your employer (or employers) by January 31st. They show how much money you earned during the year and how much taxes were withheld from your paycheck.

1099 forms – If you had any other sources of income during the year (interest, dividends, etc.), you will receive a 1099 form for each one. These forms also show how much taxes were withheld, if any.

Once you have all of these things, you’re ready to fill out your Form 1040 and file your taxes!

Social security number

Your social security number is one of the most important pieces of information on your tax return. Make sure that you have it handy when you’re ready to file.

If you’re filing your taxes online, you’ll need to enter your social security number (SSN) when prompted. Your SSN is used to identify you for tax purposes, and it’s how the IRS keeps track of your tax liability.

If you’re filing a paper return, be sure to include your SSN on the return itself. You should also make a copy of your return for your records, and keep it in a safe place – just in case!

Bank account number

If you’re filing your taxes electronically, you’ll need to include your bank account number and routing number. This is so the IRS can deposit your refund directly into your account. You can find this information on a check or on your bank statement. If you’re not sure where to find it, give your bank a call and they’ll be able to help you out.

Driver’s license or state ID

If you’re going to file your taxes, you’re going to need a few things first. One of the most important things you’ll need is a driver’s license or state ID. This is because the IRS will need to verify your identity before they can process your tax return. Without a valid form of identification, you may not be able to file your taxes at all.

So, if you don’t have a driver’s license or state ID, make sure to get one before you try to file your taxes. It could save you a lot of hassle in the long run.

Employer’s name and address

The first thing you need when filing your taxes is your employer’s name and address. This information is typically found on your W-2 form. If you are self-employed, you will need to provide your business’ name and address. Having this information handy will make filing your taxes much easier.


Hopefully, this article has outlined the eight important things to have before filing your taxes. Even if you think you’re all set, it’s worth double-checking to make sure that you haven’t missed anything that could cause problems during the tax season. When in doubt, talk to a tax professional or use an online tool like TurboTax so that you have everything in order and can file with confidence. Filing taxes can be intimidating but having all the proper information will make it much easier and less stressful!,This article is an original creation by If you wish to repost or share, please include an attribution to the source and provide a link to the original article.Post Link:

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