Tax Prep Checklist: Everything You Need to File Your 2023 Taxes

Janet Berry-Johnson, CPA, is a freelance writer with a background in accounting and income tax planning and preparation for individuals and small businesses. Her work has appeared in Business Insider and The New York Times. Janet has been nominated a.

Janet Berry-Johnson, CPA Taxes Expert

Janet Berry-Johnson, CPA, is a freelance writer with a background in accounting and income tax planning and preparation for individuals and small businesses. Her work has appeared in Business Insider and The New York Times. Janet has been nominated a.

Written By Janet Berry-Johnson, CPA Taxes Expert

Janet Berry-Johnson, CPA, is a freelance writer with a background in accounting and income tax planning and preparation for individuals and small businesses. Her work has appeared in Business Insider and The New York Times. Janet has been nominated a.

Janet Berry-Johnson, CPA Taxes Expert

Janet Berry-Johnson, CPA, is a freelance writer with a background in accounting and income tax planning and preparation for individuals and small businesses. Her work has appeared in Business Insider and The New York Times. Janet has been nominated a.

Taxes Expert

Updated: Jan 30, 2024, 7:13pm

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Tax Prep Checklist: Everything You Need to File Your 2023 Taxes

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When it’s time to do your taxes, a tax prep checklist can keep you organized and help reduce stress. Here’s a rundown of the tax documents and information you’ll need.

What Documents Do I Need to File Taxes?

Whether you plan to file your tax return using tax software or work with a professional, review the checklist below before you start. And remember, if you’re married and filing a joint return with your spouse, you’ll need all of the following information for them as well.

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Taxes Expert

Janet Berry-Johnson, CPA, is a freelance writer with a background in accounting and income tax planning and preparation for individuals and small businesses. Her work has appeared in Business Insider and The New York Times. Janet has been nominated as a top Woman in Accounting by Practice Ignition and honored as a Top 100 Innovative Women in Tax by Canopy Tax.

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