In this week's episode, we are discussing the most common documents you need to prepare your tax return each year. Basically, you need paperwork for all major income and tax-deductible expenses from the past year. https://www.balancedfi.com/documents-for-taxes/
Welcome to the Balanced FI Podcast, episode 36 - Gather These Documents for Your Tax Prep
Hopefully, you’re planning ahead to make sure your taxes will be filed in a timely manner.
Whether you’re preparing your own return or paying a professional, some documents are needed for taxes, and you need to make sure you have all of them gathered up.
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Read- The Most Important Documents Needed for Taxes
Resource- IRS Standard Mileage Rates
Read- Financial Security Step 4: Calculate your Net Worth
Source- Rules for Claiming a Dependent on Your Tax Return
Source- How Do I Choose the Right Tax Filing Status?
Source- Tax forms you may receive
Source- Changes to charitable giving rules for 2020