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Why Gather Documents?

- Accurate Tax Filing: Providing accurate information is vital to avoid errors, audits, or even penalties.
- Maximize Refund: Gathering all the necessary documents can help you claim the maximum refund you're eligible for.
- Reduce Stress: Having all the documents in one place can reduce stress and anxiety during the tax filing process.


Documents to Gather

- Income Documents:
- W-2 forms from your employer
- 1099 forms for freelance or contract work
- Interest statements from banks and investments (1099-INT)
- Dividend statements (1099-DIV)
- Deduction Documents:
- Receipts for charitable donations
- Medical expense receipts
- Mortgage interest statements (1098)
- Property tax statements
- Credit Documents:
- Child care expense receipts
- Education expense receipts
- Retirement account contributions


Tips for Staying Organized

- Create a Folder: Designate a folder or file to store all your tax-related documents.
- Scan Documents: Scan your documents and save them digitally to reduce clutter and make them easily accessible.
- Use Tax Software: Utilize tax software like TurboTax or H&R Block to guide you through the filing process and ensure accuracy.
By following this guide, you'll be well-prepared to tackle the tax filing process with confidence. Stay organized, and you'll be on your way to a stress-free tax season.