Let’s face it, tax season is a procrastinators paradise. Unless you’re getting a refund. Then it’s the biggest hurry up and wait event as you try to file your return early. In either case, being organized beforehand will make the process much smoother. That’s where a tax preparation checklist comes in handy.
There’s nothing more I hate than having to waste several hours digging up that one misplaced tax form. It’s one reason I use TurboTax, because it keeps track of all my tax records year after year so I don’t miss anything.
If you do your own taxes like me, this checklist has all the tax forms, receipts, and records you might need to file your taxes this year. Then, when you finally sit down to do your taxes, you’ll have everything in front of you, so you save time and money on your taxes every year.