Tax Documents for 2024: Your Guide for Tax Season | GHPIA
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How to Gather Your Tax Documents for 2024

by Angie Lee , Director of Tax Planning
February 4, 2025

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How to Gather Your Tax Documents for 2024

Staying organized during tax season can save you time, stress, and even money. Whether you receive your documents in the mail or access them electronically, having everything in one place ensures you are ready to file accurately and on time. The guide below will help you gather your tax documents effectively.

1. Understand What Documents You Need

The first step in gathering tax documents is knowing which forms and records are necessary.  Your tax preparer may provide a tax organizer or checklist, and common documents include:

2. Organize Mailed Documents

Many tax documents arrive in the mail in January or early February. To stay organized:

3. Access and Save Electronic Documents

As more institutions transition to electronic delivery, it’s crucial to know where to find your digital tax documents. To access your documents:

4. Maintain a Secure System

Tax documents contain sensitive personal information. Protect them with these tips:

5. Review and Double-Check

Before filing your taxes review your gathered documents to ensure completeness:

Final Thoughts

By staying proactive and organized, gathering your tax documents doesn’t have to be a daunting task. Whether you’re dealing with mailed forms, electronic files, or both, a systematic approach will help you file your taxes with confidence. Happy filing!



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