Use this simple organizer to prepare for your tax appointment.
1. Personal Information
Name, SSN, Occupation, DOB, Address, Phone Numbers.
2. Filing Status
Single, Married Filing Joint, Married Filing Separate, Head of Household, Qualifying Widow(er).
3. Dependents
List Name, SSN, Relationship, Date of Birth, and months lived in your home for each dependent.
4. Wage Income
Attach all W-2s. Note any SDI (State Disability Insurance) withheld.
5. Electronic Filing
Do you want your refund directly deposited? If yes, bring a voided check.