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.

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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