• W-2 Forms: The cornerstone of your tax return, showing wages and tax withholdings.
• Bank Forms: Any statements showing interest accrued on your accounts.
• 1099-R Forms: Required if you’ve taken money from your retirement account.
• Pension Documentation: This is important if you’re on a pension.
• 1099-B Forms: Remember these if you have stocks or bonds.

Start compiling these documents today to pave the way for hassle-free tax filing. Remember, we’re here to assist if you need guidance or have any queries.

Critical Documents for Children Under 18:

1. School Report Card: A recent one will do.
2. Insurance Card: Make sure it includes your child’s name.
3. School ID: A current ID card is essential.
4. Day Care Receipts: If applicable, these are crucial.

Gather these documents to streamline your tax filing process. Having the proper paperwork ready will make everything run smoother and faster.