Get ya PAPER(s)!

It’s tax time – I’m sorry for all of us involved – which means every one!


I’m going to try and make your entire tax life slightly easier and less painful. Below is a not-so-brief list of everything you need to get organized with before you file your taxes:

Personal Information:

  • Your Social Security Number
  • Your Spouse’s Social Security number (if married)
  • Social Security Numbers for any dependents

Income Information:

(Everything you made in every which way you made it. Bartering sheep for wood counts, really)

  • W-2 Forms from all employers you, and your spouse if you’re filing a joint return, working for during the past tax year.
  • 1099 Forms if you, and your spouse, completed contract work and earned more than $600
  • Investment income information
    • Interest Income
    • Dividend Income
    • Proceeds from the sale of bonds or stocks
    • Income from foreign investments
  • Income from local and state tax refunds from the prior year
  • Business income
    • Essentially accounting records for any business that you own
  • Unemployment income
  • Rental property income
  • Social Security benefits
  • Miscellaneous income
    • Jury Duty
    • Lottery and Gambling Winnings
    • Form 1099-MISC for prizes and awards
    • Form 1099-MSA for distributions from medical savings accounts

Income Adjustments:

(These can all help reduce how much you owe in taxes, and increase your chance of receiving a tax refund)

  • Homebuyer tax credit
  • Green energy credits
  • IRA contributions
  • Mortgage interest
  • Student loan interest
  • Medical Savings Account (MSA) contributions
  • Self-employed health insurance
  • Moving expenses

Credits & Deductions:

(Again, these will help you lower the amount of tax you have to pay)

  • Education Costs
  • Childcare costs
  • Adoption costs
  • Charitable contributions/donations
  • Casualty and theft losses
  • Qualified business expenses
  • Medical expenses
  • Job and moving expenses

Preparation for Direct Deposit:

(You know… in case you want your money being refunded to you ASAP)

  • Your bank account number
  • Your bank’s routing number


Hopefully this makes it super easy to get organized. I honestly believe that gathering everything is like 85% of the effort in getting your taxes done. Here’s to hoping I can save the world from tax misery one post at a time!

–Not all heroes wear capes–