10/10/2023
Tax deadline is approaching on Monday 10/16/23.
IRS reminds extension filers to have all their info before visiting a tax professional
The deadline is around the corner for taxpayers with an extension to file. It’s important for taxpayers to gather all their records and get copies of any missing documents before they sit down to prepare their return, and taxpayers who use a professional tax preparer should make sure they have all their information ready before their appointment. This helps them file a complete and accurate tax return.
Here’s the information taxpayers may need. Not all information applies to all taxpayers.
Social Security numbers of everyone listed on the tax return.
Bank account and routing numbers for direct deposit or information to make a tax payment.
Forms W-2 from employer(s).
Forms 1099 from banks, issuing agencies and other payers including unemployment compensation, dividends, distributions from a pension, annuity or retirement plan.
Form 1099-K, 1099-MISC, W-2 or other income statement for workers in the gig economy.
Form 1099-INT for interest received.
Other income documents and records of virtual currency transactions.
Form 1095-A, Health Insurance Marketplace Statement.
Information to support claiming other credits or deductions such as receipts for child or dependent care, college expenses or donations
