Setting Up and Organizing Your Personal Tax Files

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Setting Up and Organizing Your Personal Tax Files

Set up a tax file system now and make it easier to file your tax related paperwork throughout the year.

Here are some of our favorite PERSONAL TAX organizing file ideas by category:

Income (Miscellaneous) -
Contract labor income receipts
W-2's, 1099s, dividend statements and banking interest income statements - Companies are required to mail these to you before January 31st

Real Estate -
Interest statements from mortgage companies and any tax assessment payments.

Medical -
File receipts for all health insurance payments and medical out-of-pocket expenses.

Child Care-
Child care payment receipts.

Student Loans -
Statements of loan interest paid.

Miscellaneous Receipts-
Keep receipts for proof of any deductions taken.

Tax Payments-
Estimated tax payments and any records of advance tax payments.

Donations -
Include receipts for both cash and non-cash donations along with an inventory list of what was donated. We recommend www.itsdeductible.com online input and tracking to value your items (IRS approved).

Tax Correspondences-
Any important letters from the IRS or your state revenue service.

Previous Years Tax Papers-
File by year your old tax returns.

As always, we recommend you check with your Tax/Financial advisor about documents you are required to retain. The law changes regularly and retention policy differs by state and professional you are using.

Remember: Setting up a tax file NOW can save you a lot of time and trouble when it comes time to file your taxes.

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