TANY TAX & FINANCIAL SERVICES
  • Home
  • Solutions
    • Accounting & Bookkeeping
    • Advisory & Consult
    • Tax Prep & Planning
    • Payroll & HR
    • Start Up Business Florida
  • Shop
    • Ebooks
  • Real Estate Investors
  • Deadlines
  • Subscribe
  • Tools/Tips
    • Individual Tax Return
    • Business Tax Return
  • Blog
  • Reviews
  • Contact Us
  • Privacy Policy
  • Terms and Conditions
  • Sign In
  • Create Account

  • Orders
  • My Account
  • Signed in as:

  • filler@godaddy.com


  • Orders
  • My Account
  • Sign out

Join QuickBooks! Up to 30% off for 6 months

TANY TAX & FINANCIAL SERVICES

Signed in as:

filler@godaddy.com

  • Home
  • Solutions
    • Accounting & Bookkeeping
    • Advisory & Consult
    • Tax Prep & Planning
    • Payroll & HR
    • Start Up Business Florida
  • Shop
    • Ebooks
  • Real Estate Investors
  • Deadlines
  • Subscribe
  • Tools/Tips
    • Individual Tax Return
    • Business Tax Return
  • Blog
  • Reviews
  • Contact Us
  • Privacy Policy
  • Terms and Conditions

Account


  • Orders
  • My Account
  • Sign out


  • Sign In
  • Orders
  • My Account

Tax Basics : Filling your Tax Return

Tax Prep Checklist: Documents to Gather Before Filing

  • Your full legal name and birthday
  • Your tax identification number (TIN) – SSN
  • Your tax filing status 
  • Home address.
  • Copy of last year's federal and state tax returns
  • Your Form W-2 from your employer if you’re an employee
  • Your dependency status
  • Bank account number and routing number to receive your refund by direct deposit

Sources of Income

Tax Prep Checklist: Documents to Gather Before Filing

  • Salary and Wages
  • Interest and Dividend Income
  • Capital Gain Income
  • Retirement Income
  • Rent and Royalty Income
  • Alimony received (if your divorce or separation agreement is dated on or before December 31, 2018)
  • Gambling winnings, jury duty pay, cancellation of debt
  •  Cryptocurrency  income
  • Income from state and local income tax refunds and/or unemployment:
  • Income from sales of property

Itemized tax deductions and credits

Deductions can reduce the amount of your income before you calculate the tax you owe

Child care costs

Education costs 

Adoption costs

Charitable donations

Casualty and theft losses

Energy credits

Personal property taxes

Sate and local income or sales taxes

Real estate taxes

Mortgage interest 

Copyright © 2023 TANY TAX & FINANCIAL SERVICES - All Rights Reserved.

Powered by GoDaddy

  • Privacy Policy
  • Terms and Conditions

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept

Subscribe to our Tax Alerts

Welcome! 

learnMore