The IRS began accepting and processing tax returns for 2022 on January 23rd.
In order to file your 2022 taxes, you will need the following information and documents:
- Personal information, such as your Social Security Number and State-Issued ID, as well as information about any dependents you may have.
- Your Tax return from the previous year.
- If you are planning on having your return direct deposited, you will need your account number and bank routing information.
- Your income statements. If you work for a company, you should have received a W-2 (Wage and Tax Statement). If you are self-employed or work on a contract basis, you will have received a 1099-NEC or a 1099-K. If you have more than one job, you will need income statements from all of your jobs.
- Statements of other forms of income, such as retirement income, savings or investment dividends, rental or real estate income, trusts, jury duty, and winnings from gambling and/or lottery.
- Any other tax forms: You should be receiving tax statements for things like your mortgage, health insurance, childcare expenses, student loans, and various others.
- Records of any charitable contributions you made throughout the previous year.
- Receipts/Records for any other itemized deductions you are planning on taking. You can write off certain expenses pertaining to your job if you paid out of pocket, and if you are self-employed or are a contract employee.
The deadline to file taxes is April 18, 2023. Filing taxes can be complicated and stressful, but you don’t have to go it alone. We are pleased to announce that we can help prepare your taxes. Contact our office to schedule a consultation.