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Three steps to get your tax paperwork in order

This site is general information about US federal taxes, not tax advice. It is a research-based reference. The steps below put the practical things first.

Step 1. Gather your records

Most tax stress comes from missing paperwork. Use the tax records and documents checklist to see which forms apply to your year, and read what documents you need before filing. If you have income with no form, keep the side-income record log as you go, and see how to organize records through the year.

Step 2. Understand what applies to you

Read standard deduction vs itemizing. If you have a job and extra income, start with filing with side income and a regular job. Check when to change your W-4 if pay has changed.

Step 3. Plan payments and know where to get help

If you pay tax during the year yourself, read how quarterly estimated taxes work. Once you have an expected amount from a professional or the IRS worksheet, the set-aside worksheet splits it into payments and a monthly saving figure. If a letter arrives, read what to do if you get an IRS notice. If you owe and cannot pay, see what to do if you cannot pay in full.