2020 Tax Season: Deadlines and Preparation

Deadlines & Information:

• Tax season starts Monday, January 27, 2020
• You should receive your W-2’s or 1099’s by January 31, 2020
• IRS filing deadline: Wednesday, April 15, 2020.
• IRS form 1040 filing extension: due by October 15, 2020
• Note: 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.

Please share this information via email and social media.