Tax info needed for 2024 Tax Season

Check list for tax preparation.

1. Personal info; filing status married or single, address, driver's license info, dependents, education expenses, etc.
2. Income & investment info; W-2(s) 1099(s) 
3. Self-employment & business records
4. Medical expense summary (do not submit receipts)
5. Charitable donations
6. Other homeownership info
7. Record of any estimated tax payments
8. Energy efficient home upgrades
9. Electric car purchase 
10. 1099-K transactions