2023 is nearly over and it is time to begin collecting your documents to get your returns filed. My best practice is to gather everything that says tax document that comes in the mail, collect your w2s and 1099s and anything that you think applies to your tax situations. Gather it all so that your preparer can filter through it and select the items they need. April come really fast and the more prepared you are the easier it will go for you in the spring. Let’s get ready and get this knocked out early so it doesn’t become an issue. Here are some great pointers from the IRS:
https://content.govdelivery.com/accounts/USIRS/bulletins/37f5f2e?reqfrom=share