A Not So Exciting Post {with a Printable}

January usually means a New Year, a fresh start. Along with
that comes workout/getting healthy resolutions, budgeting goals, & planning
for the year to come. Something a little less exciting also comes in January…Tax
Season. I know right, who wants anything to with taxes…especially on Monday
(maybe some of you are off for Martian Luther King Jr. Day! YAY!).

But let’s face it…if y’all are anything like me you haven’t
even started thinking about it much less anywhere near prepared. That’s why I
thought it would be great to help out a little! I am sure most of you are list
makers! {How do people get things done without them?!} So I’ve prepared a
little list of important things AND posted a printable worksheet to keep you organized!
{The only thing better than a list is worksheet, right?!}

So lets get started. There are lots of things you’ll need to
gather up to prepare your taxes. Whether you’re doing them yourself or are
taking them to a professional, you’ll need to get this stuff together…

  • Personal

These are pretty basic but essential pieces of information you’ll need to
begin your tax preparation.

Security Number

and/or dependents Social Security Numbers

Year’s tax return

  • Financial Information:

These are things you tell yourself you need to keep all year but when the
time comes, you can’t quite find it. Yep…we’ve all been there. Good thing
you’re starting now!


statement for any self-employment (if applicable)

for any taxes you have paid during the tax year (property tax, sales tax, etc.)

interest statement if you own a home

tuition statements, student loan interest, & education expenses for you
college students (or parents) out there.

account contributions or distribution documents

donations made throughout the year

expenses & any medical savings account contributions

search expenses or moving related expenses

on dividends or interest income earned

The printable worksheet that you can download below will include spaces
for you to fill in the above information as well as other categories that you
may not think of. This document is something I started using a while back and I
honestly don’t remember where I found it. I am all about giving credit where
credit is due so if one of you know where the original source is I would love
to link it!

Download Tax Worksheet

Taxes are not the most exciting thing in the world – in fact
they may be the furthest thing from that – but they’re necessary! Getting
organized is essential and hopefully you can take of advantage of starting
early…after all, the early you get them filed, the earlier you might receive your

I hope you each have a great week and are pumped about
Bachelor Monday!

Frankly My Dear…worksheets make everything better!

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