A tax preparation checklist serves as your personalized roadmap through the filing process. Luckily, I've create this template to get you started. It includes sections for personal information ...

Here are seven boxes to check.For instance, with a SEP IRA you can contribute up to 25% of net income or $58,000 (whichever is less). So, a business owner would need a net income of $232,000 to ...

• Estate and Gift Tax: The current Estate and Gift Tax Exemption ($12,060,000 increasing to $12,920,000 in 2023) amounts are set to sunset on Jan, 1, 2026.

Form 1040: This is the tax form used for individual federal income tax returns. If you use tax preparation software, a tax preparation service or a tax accountant – they'll all need you to ...

Using a tax prep checklist can help you prepare for the 2024 tax season and reduce stress. Here’s a roundup of essential documents you’ll need.

H&R Block has a tool to make that preparation a little easier: It’s a short survey that will generate a personalized tax preparation checklist. I took it for a spin as I’m about to do my own ...