What Basic Documents Do I Need to Do My Taxes?

women organizing tax forms on the floor

If you have several avenues of income or lots of opportunities for deductions, gathering the right tax forms and documents can seem overwhelming. Here are the basics to help guide you. Key takeaways Documents and records you’ll need for your taxes: Income tax forms (W-2, 1099s, etc.) Investment income and retirement information Tax forms for…

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Sidestep These Errors to Keep More of Your Tax Dollars

Sidestep These Errors to Keep More of Your Tax Dollars on providentcpas.com

Paper filing. Sloppy record keeping. Missing out on deductions. All these and more could mean you’re throwing money away. Here’s how to make your tax return as financially efficient as possible. There are many ways for a tax return to be filed incorrectly. The IRS offers a list of the 9 most common errors which…

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