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Don’t Forget these Important Tax Documents

As you prepare to file your taxes, it’s important to make sure that you have all of the forms you need. Whether you prepare your own taxes, or take them to an accountant, there are a few must-haves when it comes to your tax documents.

Make sure that you are ready — well ahead of time — with the documents you need. You don’t want to be scrambling to put everything together at the last minute. You’ll feel a lot less stress if you are organized earlier. Here are some of the documents you need as you file your taxes:

Gather your necessary documents together as soon as you can. I actually like to keep my documents organized throughout the year. I keep my tax-related receipts in a folder as I get them, and keep other tax-related information properly organized. As I receive 1099s and other forms in the mail or email, I keep them together so that they are all ready to go. It makes it easier to gather everything up when it’s time to see the accountant.

(Photo: davidreber [8])