Documents Needed for Filing Tax Returns

One of the most common questions related to tax form assistance is what records to bring in order to file tax returns without any further trouble. Filing tax returns can be daunting, but when you prepare the right documents, you can have a relatively easy time and be done with the task sooner than you think. Furthermore, when you prepare the necessary documents, they will be readily available and you can be as organized as possible.

There are different kinds of documents you must have at hand when you decide to file your tax returns. Of course, the first thing you need is proof of identification, which may be any valid ID card. You’ll also need the required earnings and wages statements, namely Forms 1099-R, W-2, W-2G, and others. You’ll need a copy of your tax return last year, bank routing and account numbers, and dividends and interest statements given to you by banks, brokerages, and other relevant financial institutions. Naturally, you’d want to claim exemption for yourself, your spouse, and people you can claim as your dependents. Thus, you’ll need your, your spouse’s, and your dependents’ birth dates, which you may verify through birth certificates. If you paid for childcare, you’ll need the amount you spent, as well as the tax identification number of the childcare provider whose services you chose to hire. Finally, if you took part in any charitable work, you’ll need to present the receipts for all the charitable donations you made.

With preparation, you can beat the expected hassle that comes with filing tax returns. For more questions on anything related to tax form assistance, search the worldwide web.

December 22 2008 07:43 pm | Help Filling Tax Forms

2 Responses to “Documents Needed for Filing Tax Returns”

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