Prepare for Tax Season

Tax season is almost upon us and it is important that you have all the information you need to file your 2016 tax returns. Below is some general information to help you understand the filing process. If you have any specific questions related to your filing situation, it is important to consult with a tax professional.

How to File

Many people elect to file their tax returns electronically. This can be done in a variety of ways, including tax-preparation software, like Turbo Tax, consulting a tax return professional or using the IRS’ Free File software, if you qualify.

Forms to Include

If you are filing with a paper form, there are certain documents you must be sure to include. Required forms include the following:

  • A copy of your W-2 for each of your employers over the last calendar year.
  • A copy of Form W-2C (a corrected W-2 form), if received from your employer.
  • A copy of Forms W-2G and 1099-R, if federal income tax was withheld.
  • For more information on how to file, what forms to include, credits you qualify for or any other filing-related questions, please visit the IRS’ Interactive Tax Assistant tool. This interactive tool was designed by the IRS to help individuals navigate the tax filing realm.