What Documents Do I Need for My 2023 Tax Return?

Filing your taxes is never fun.

We created a free and efficient guide that helps you navigate the process of gathering your documents to file.

This checklist covers the key issues to consider when preparing to file one’s taxes, such as:

• Documents and information to gather for your sources of income.

• Documents and information to gather for potential tax deductions.

• Documents and information to gather for potential tax credits.

• Other important nuances to consider when preparing to file your taxes.

Please keep in mind that this is not an exhaustive list. Everyone's tax situation is different. Please make sure to review and report all sources of income and all sources of potential deductions to your tax preparer.