US Tax Preparation Checklist for 2024

April 11, 2024

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With a little preparation, you can sail through tax season smoothly and potentially score a bigger refund. Here's your ultimate US tax preparation checklist for 2024:

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Gather Your Documents

W-2s: From your employer(s), showing your wages and withholdings.

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1099s: Reporting income from various sources like interest, dividends, freelance work, or unemployment benefits.

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Mortgage interest statements: To claim the mortgage interest deduction (if applicable).

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Investment income statements: Detailing your investment activity.

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 Charitable contribution receipts: Keep track of your donations.