Checklist: Forms You Need Before Filing Your Taxes

Had Pete the Planner on this week and I asked him when we should file our taxes.  Bottom line…Pete says if you think you’re gonna get money back, the sooner the better.  If you think you’re gonna owe money, wait until April 15th…you might as well keep your money as long as possible.  Makes sense.

If you’d like to get your stuff together and file now, I came across this article that lists all the forms you need.  We all know we need our W2s and mortgage interest statement, but there’s a lot more: Click here.

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