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Step 1 of 3 · Simple Tax Return Checklist for W-2 Workers

Build the tax folder

Build the tax folder — step 1 of 3 in Simple Tax Return Checklist for W-2 Workers. Create 'Tax [Year]' folder. Drop every W-2, interest form, donation receipt, childcare statement as they arrive. Photo paper forms.

Build the tax folder — step 1 photo from Simple Tax Return Checklist for W-2 Workers

Free personal finance tip: Build the tax folder (step 1 of 3 from "Simple Tax Return Checklist for W-2 Workers").

Create 'Tax [Year]' folder. Drop every W-2, interest form, donation receipt, childcare statement as they arrive.

Photo paper forms. List employers so you know if a W-2 is missing.

You'll need

  • Folder created
  • Employer list
  • Last year return found

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Simple Tax Return Checklist for W-2 Workers

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