Step 1 - Get all your tax information together! - You'll save time and won't have to stop in the middle of preparing your current year tax return to find a missing document. Here's what you'll need :
- Social Security numbers for yourself, your spouse, and any dependents.
- Forms W-2 from all employers are required for yourself and your spouse.
- Forms 1099 for Dividends, Retirement, or other income, or any Forms 1099 with Income Tax Withholding.
- Receipts for expenses for Itemized Deductions (Schedule A).
- Receipts and records for other income or expenses.
- Bank Account numbers (for a fast refund, or to pay electronically).
- Prior year Adjusted Gross Income amount or prior year PIN if using a Self-Select PIN as your signature.
- Complete information on what records you need, and how long to keep your records.
- Tax Professional
- Personal Computer
- Free File
Paid Preparer - If using a Tax Preparer, be sure to take all your information with you, and don't forget to ask for IRS e-file! Use our locater service to find an Authorized IRS e-file Provider nearest you.
Personal Computer - Those filing taxes online, just answer the simple questions in your tax preparation software, and the software will do the rest for you. For faster refunds, or to pay when YOU want to, have your bank account number handy.
Source: IRS.Gov
