To help you get a leg up on tax prep, whether you're tapping a tax professional to prepare your return or doing it yourself, here's all the information and documents you'll need to gather.

As long as you pay at least 90% of your taxes owed throughout the year, you won’t suffer financial penalties for unpaid taxes (provided that you make up the difference on your annual tax return).

Your full name Social Security or Tax ID number Home address Government-issued ID (potentially for state return) Copy of 2023 federal tax return Any notifications from the IRS or state revenue ...

How Hilary Hendershott, President and Chief Advisor of Hendershott Wealth Management, is talking her clients—and you—about ...

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You can use your “prior-year tax return as a checklist,” Long said. But keep in mind that you may need fewer or more tax forms this season, depending on your situation.

For most Americans, the deadline to file 2024 federal income taxes with the Internal Revenue Service is Monday, April 15, unless extended because of a state holiday. When preparing to file federal ...

Text Callout : Key Takeaways - Tax Prep Checklist: Collect These Forms Before You File The sooner you get your taxes finished, the sooner you’ll get your tax refund if you have one coming ...