36. Gather These Documents for Your Tax Prep

Welcome to the Balanced FI Podcast, episode 36 - Gather These Documents for Your Tax Prep

Hopefully, you’re planning ahead to make sure your taxes will be filed in a timely manner. 

Whether you’re preparing your own return or paying a professional, some documents are needed for taxes, and you need to make sure you have all of them gathered up.

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RESOURCES:

Read- The Most Important Documents Needed for Taxes

Resource- IRS Standard Mileage Rates

Read- Financial Security Step 4: Calculate your Net Worth

SOURCES:

Source- Rules for Claiming a Dependent on Your Tax Return

Source- How Do I Choose the Right Tax Filing Status?

Source- Tax forms you may receive

Source- Changes to charitable giving rules for 2020