Get Tax Ready with TaxNow’s Filing Checklist

24 Jan 2022

Though taxes are a constant in our lives, the annual arrival of ‘tax season’ tends to catch us off guard. Whether you have a single W-2 from your reliable employer or a stack of 1099s, investing a little time in preparing for tax filing can significantly ease the process.

So, where do you start? Aside from signing up for TaxNow to help pull documentation, track your filing, and return in the process. Here’s a quick checklist to get you started:

☐ The Basics:

Proof of ID – driver’s license, state photo ID or other government issued identification that includes a photo
Social Security info for your family
Note: If you don’t have a social security number then a Individual Taxpayer Identification Number (ITIN) may be required.
☐ Birthdates for you and family members filing
☐ Banking details – routing and account numbers for direct deposit

☐ Tax Documentation:

Wage and earning statements from all employers for the year (Form W-2, W-2G, 1099-R,1099-Misc)
☐ A copy of last year’s federal and state returns (No clue where you put that? TaxNow can pull your federal return in a jiffy.)
Copies of income transcripts from IRS and state, if applicable (Not up to digging through all your records? TaxNow can get your IRS transcript for you in no time.)

☐ Other Miscellaneous Documents:

Social Security Benefit Statements (SSA-1099), if applicable
☐ Interest and dividend statements from banks
(Forms 1099)
Health Insurance Exemption Certificate (if received)
Forms 1095-A, B and C, Health Coverage Statements
If applicable: total paid for daycare and daycare provider’s tax identifying number (can also be Social Security number or business Employer Identification Number)

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