12/05/2024
Get Ready, Get Set, DASH 💰🏃🏾♀️💨
It’s time to gear up and gather all your documents for an efficient tax return! The key to maximizing your refund starts with being organized. Here’s your checklist of all the documentation you’ll need :
💕 Personal Information:
•SSN: you , minors , spouse
•Previous Year Tax Return
💕 Income:
•W2
•1099
•Other Income Statements (rental income, dividends, etc)
💕Deductions and Credits:
•Receipts for Deductible Expenses (Medical, Education, Charitable Donations)
•Mortgage Interest Statement (Form 1098)
•Property Tax Receipts
💕 Health Insurance:
•Form 1095-A, 1095-B, or 1095-C (Health Coverage Documents)
💕Bank Information:
• Bank Account/ Direct Deposit
💕Other Documents:
•Any Notices from the IRS
•Business Income & Expenses (if self-employed)
Having all this documentation organized and ready will not only streamline your filing process but also prepare you for any potential audits. Remember, being thorough now can save you time and hassle later!
Now let’s kill it and DASH through Tax Szn’2 💰🏃🏾♀️💨 Get A Dollar In A Dash Tax Solutions LLC
