Important Acct Dates

Have the Social Security numbers and dates of birth for you, your spouse, and your dependents at hand before you start preparing your return.
Remember to report all income, including state and local income tax refunds, unemployment benefits, taxable alimony, and gambling winnings.
Have documentation for your deductions and credits, including for childcare costs, education expenses, adoption costs, home mortgage interest, and charitable donations.
Taxes you've already paid – such as estimated tax payments or withheld taxes – can lower your final tax bill or boost your refund.

Dates to Live by