Category: Tax Season
Preparing for Tax Season
By Mark Sipos, LFG Tax Services With the Holiday season behind us, it is time to start thinking about the 2025 tax filing season. Most documents that you will need to compile and file your 2024 tax return will be arriving in your mailbox soon. Before you begin working on your personal income tax return, it’s a good idea to collect and organize your tax documents and related records. The tax preparation checklist included below will help you keep track of the information you will need. While this is not a complete list of items that may be required for your tax return, it will cover the documents and other information needed by most people to file their federal income tax return. Personal Information: Social Security numbers for you, your spouse, and any dependents. Dates of birth for you, your spouse, and any dependents. Bank account routing and account numbers for direct deposits or tax payments. Driver's license for e-filing. Taxes you may have paid: 2024 estimated taxes for federal state, and local tax agencies. Taxes paid in 2024 for amounts due for 2023 tax returns. Real estate taxes. Sales tax paid for large items purchased. Income: W-2s, 1099s for interest and dividends, brokerage year-end tax summaries for investments. 1099Rs for pension and IRA income. Business and rental income received. Gather all related expenses for these types of income as well. K-1's from S-Corporations and Partnerships. State and local
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Case studies are intended to illustrate the types of financial issues faced by actual clients. They should not be construed as a testimonial for or endorsement of Lineweaver Wealth Advisors. They do not represent the experience of any advisory client. Each client’s situation is different, and their goals may not always be achieved. Lineweaver Wealth Advisors, LLC, is not engaged in the practice of law or accounting. Tax information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax rules and regulations are subject to change at any time.
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