Don't Let Tax Filing Season Get the Best of You

The April 15 deadline to file your 2018 tax returns will be here before you know it. If you’re like many Americans, hearing the phrase “tax season” can induce stress — and for good reason. Filing your taxes can be confusing, but, with the help of a tax professional, it doesn’t have to be. In addition to contacting a certified tax professional, review the following information.

How to File

Many people elect to file their tax returns electronically. This can be done in a variety of ways, including using tax-preparation software, consulting a tax return professional or using the IRS’ Free File software, if you qualify.

Forms to Include

If you are filing with paper forms, there are certain documents you must be sure to include. Required forms include the following:

  • A copy of your W-2 for each of your employers over the last calendar year.

  • A copy of Form W-2C (a corrected W-2 form), if received from your employer.

  • A copy of Forms W-2G and 1099-R, if federal income tax was withheld.

Next Steps

Remember, tax filing doesn’t have to be stressful. Don’t wait until the last minute to start preparing. For more information on how to file, what forms to include, credits you qualify for, or any other filing-related questions, please visit the IRS’ Interactive Tax Assistant tool.

Amanda SSIA Group