Balanced FI Podcast

36. Gather These Documents for Your Tax Prep

Episode Summary

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.

Episode Notes

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