To help you get a leg up on tax prep, whether you’re tapping a tax professional to prepare your return or doing it yourself, here’s all the information and documents you’ll need to gather.

Using a tax prep checklist can help you prepare for the 2024 tax season and reduce stress. Here’s a roundup of essential documents you’ll need.

Beyond standard tax paperwork like W-2s and 1099s, there might be other forms you need to collect.

With a well-designed tax preparation checklist, I've been able to turn my taxes into a manageable task well before the April 15 deadline. Here's a template to help get you started.

Learn more: The pros and cons of filing a tax extension For many people, one of the main forms you’ll need to file your taxes is your W-2, which will come from your employer. Companies are ...

The main income documents you need to file taxes are W-2s from employers and 1099s from business clients. You may also have investment income and retirement income to report from your brokerage.

Tax Prep Checklist: ... You should receive it by Jan. 31 if you received more than $600 from a business for work as an independent contractor. ... If you file your taxes yourself, ...

Tax Prep Checklist: ... Profit or Loss from Business (Sole Proprietorship) of the Form 1040. ... For tax-filing softwares, consider using TaxSlayer, TaxAct, or TurboTax.

Tax Prep Checklist: ... What Tax Forms Do I Need to File Taxes? ... You should receive it by Jan. 31 if you received more than $600 from a business for work as an independent contractor.