list of essentials for filing your taxes

Even if you live in a state of denial about taxes, you must at some point face up to the realization that taxes must be paid. To make it less painful, there are certain tax forms and expenses that you should use to help you prepare for filing. Look for a manila envelope or file that you can label “Taxes 2008” and be sure to place it in a spot that will not be overlooked. Begin to place the essential documents and information in the file as soon as you receive them.

list of essentials for filing your taxes | ListPlanIt.com

Income

1. W-2 – You may have more than one of these.
2. 1099 – For small business or freelance income.

Deductions

3. Mortgage statements
4. Medical bills
5. Childcare-related costs
6. Investment-related expenses
7. Charitable giving
8. Student Loan interest statements
9. Un-reimbursed business expenses

6 responses to “list of essentials for filing your taxes”

  1. JenReg says:

    Good info – thanks!

    This is my first visit to your blog – it’s really nice!

    I’m a total list person…

    http://eightymphmom.blogspot.com/

  2. Maria M (Conversations with Moms) says:

    Thanks for helping us out. Aargh TAX Time. I always get stressed about whether I have to pay more after filing.

  3. Megan@Disorder2Order says:

    Or if you are like me, you would love to add “accountant” to that list of things I need so that I don’t have to crunch all the numbers…

    I have my paperwork sitting right next to me now… can you tell that I am PROCRASTINATING???????

  4. Heather says:

    As always, excellent post and very timely!! :o) Thanks!

  5. Carmen says:

    How weird – I’m working on a tax-related post for my blog! Haha. :) Here’s a good tax resource from Turbo Tax:

    http://www.itsdeductibleonline.com

    It’ll track your charitable donations for FREE, helping you with your list essentials for filing taxes!

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