top of page

Tax planning is for everyone. Get ready today to file your 2023 federal income tax return. Planning ahead can help you file an accurate return and avoid processing delays that can slow your tax refund​

Steps you can take now to make tax filing easier in 2024:

View your account information online

Create and use an online account to securely access the latest information available about your federal tax account and see information from your most recently filed tax return on IRS.gov/account

You can also:

  • View key data from your most recent tax return and access additional records and transcripts
  • View details of your payment plan if you have one
  • View 5 years of payment history and any pending or scheduled payments

Gather & organize your tax records

Include in your tax records:

  • Forms W-2 from employers
  • Forms 1099 from banks and ALL other payers
  • Any other income documents and records of virtual currency transactions.

  • Form 1095-A, Health Insurance Marketplace Statement, to reconcile advance payments or claims Premium Tax Credits for 2023 Marketplace coverage.

  • CP01A Notice with your new Identity Protection PIN (if you have one)


Remember, most income IS taxable. This usually includes:

  • unemployment income
  • refund interest
  • income from the gig economy and virtual currencies
bottom of page