Income Tax Checklist

Posted by on Dec 16, 2008 in Tax Questions, Tax Tips | 0 comments

There are so many things to remember to get together before you do your taxes. Here is a short checklist so you have the essentials. There are more things you may need than this if you have a great deal of investments or give a lot to charities…but these basics should cover most of us.

  • W2′s  obviously, make sure you have one from every job you have worked in the past year
  • 1098 forms  these document mortgage interest
  • Receipts for Donations   charities and what not, you must have documentation
  • Property Tax Documentation
  • Trade Information  basic investments

Again…this is a list of basics for beginners. For a full comprehensive list (it get complicated, but some of you may need complicated), I found a great chart in the Tax Section of the MSN website.

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