10/06/2025
📋 Tax Season Checklist 📋
Get your documents ready so filing is smooth and stress-free!
✅ ID & SSN for you + dependents
✅ W-2s & 1099s (job, self-employment, unemployment, retirement, etc.)
✅ Last year’s tax return
✅ Bank info for direct deposit
✅ Childcare, education & medical expenses
✅ Mortgage interest, property taxes, or charitable donations
✅ Business income & expenses (if self-employed)
✅ Health insurance forms (1095-A/B/C)