It’s everyone’s favorite time of year again. No, I know the hol­i­day sea­son is over. I am talk­ing about tax sea­son. Alright, I know it’s not real­ly your favorite time of year.  How­ev­er, hope­ful­ly we can make this time of year less stress­ful. Regard­less of whether you get a refund or end up owing the tax­es, the first step to an eas­i­er tax sea­son is being pre­pared and orga­nized. Below is a list of the major items you should con­sid­er and cap­ture based on what applies to your tax sit­u­a­tion as you gear up to get your tax­es filed:


Income items:

  • W2’s
  • Retire­ment dis­tri­b­u­tions – 1099R’s
  • Social Secu­ri­ty benefits
  • Con­tract­ed income – 1099 MISC
  • Inter­est, div­i­dend, and cap­i­tal gain income
  • Busi­ness income


  • Med­ical and Den­tal expenses
  • Tax­es – prop­er­ty, auto, state income taxes
  • Mort­gage interest
  • Char­i­ta­ble contributions
  • Self-employed health insurance
  • Stu­dent loan interest
  • Depen­dent care expenses
  • Tuition and edu­ca­tion­al expenses
  • Retire­ment plan contributions
  • Busi­ness expenses


This list does not cov­er every sin­gle item that may impact your tax sit­u­a­tion, but it should cov­er the major­i­ty of items for most. You should start to see many of your final tax doc­u­ments come in the mail over the next few weeks. Use this list as a check­list to keep every­thing orga­nized as it comes and you are one step clos­er to a less stress­ful tax season.