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Steps to take to make tax filing easier in 2024

Gather Your Tax Records - source IRS.GOV

 

  • Organized tax records make preparing a complete and accurate tax return easier. It helps you avoid errors that lead to processing delays that slow your refund and may also help you find overlooked deductions or credits.​
  • Wait to file until you have your tax records including:​
  • Forms W-2 from your employer(s)​
  • Forms 1099 from banks, issuing agencies and other payers including unemployment compensation, dividends, distributions from a pension, annuity or retirement plan​
  • Form 1099-K, 1099-MISC, W-2 or other income statement if you worked in the gig economy​
  • Form 1099-INT if you were paid interest​
  • Other income documents and records of virtual currency transactions​
  • Form 1095-A, Health Insurance Marketplace Statement, to reconcile advance Premium Tax Credits for Marketplace coverage​



New items to consider when you file - source IRS.GOV

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