Tax Filing Checklist
Rachel Statzell • April 14, 2025
Tax Checklist: Things to Remember
Tax season can feel overwhelming, but having a simple checklist can take a lot of the stress out of filing. Whether you're filing for the first time or just need a quick refresher, here are a few key steps to keep in mind this year.
If you’re still unsure, it’s always wise to speak with a tax professional.
1. Do You Need to File Taxes This Year?
Not everyone is required to file a tax return each year. Your income level, filing status, and age all play a role in determining whether or not you need to file. The IRS has a quick and easy tool to help you figure it out: irs.gov/individuals/check-if-you-need-to-file-a-tax-return .If you’re still unsure, it’s always wise to speak with a tax professional.
2. Gather Your Documents
Before you dive into filing, make sure you have all your necessary documents ready:- Social Security Numbers or Taxpayer Identification Numbers (TIN) for everyone listed on your return
- Your Adjusted Gross Income (AGI) and/or the exact amount from last year’s return
- Any W-2s, 1099s, or other income documentation
- Receipts or records for any deductions or credits you plan to claim
- Documentation for self-employment or side jobs
3. File Your Taxes (On Time!)
Once you’ve confirmed you need to file and gathered your paperwork, it’s time to actually file. There are a variety of tax preparation software options available, so explore your choices and find what works best for you. And don’t forget:- File your federal return
- File your state return
- File your local return (if required)




























