2017 tax season checklist

Deadlines & information:

• Tax season starts Monday, January 23, 2017
• You should receive your W-2’s or 1099’s by January 31, 2017
• IRS filing deadline is: Tuesday, April 18, 2017.
• IRS form 1040 filling extension: due by October 17, 2017
• An extension to file does not mean an extension to pay
• Check your refund status: https://www.irs.gov/refunds
• To check the status of your refund: you need a SS#, filing status & exact refund amount

Documentation & preparation:

• Tax documents for individuals: W-2’s, 1099’s, mortgage statements, charitable donations
• You and your spouses: full name, SS# and D.O.B
• Children’s/dependents: full name, SS# and D.O.B
• Tax documents for small businesses: 1099’s, business expenses, receipts (as needed)

If you have any questions or need help filing your taxes, please call me at 404-917-3790.
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