How to Organize Your Tax Documents Before January

Organizing your tax documents early makes filing easier and reduces the chance of missing important forms. Here’s a simple system you can set up before January arrives.

1. Create a Single Folder for All Tax Documents

Use either a physical folder or a digital one labeled “2024 Taxes.”
This keeps everything in one place as forms arrive.

2. Use Labeled Subfolders

Common categories include:

• Income documents

• Deductions

• Education expenses

• Health insurance forms

• Business expenses (if self-employed)

• Prior year return

3. Save Documents Immediately

As soon as a form arrives in the mail or online, upload or store it.
This prevents last-minute searching.

4. Track What You’re Expecting

Make a checklist for forms like:

• W-2

• 1099-NEC

• 1099-INT

• 1098-T

• Mortgage interest statements
  Checking them off ensures nothing is missing.

5. Set a Reminder for January 31

Most forms must be issued by this date, so review your list and confirm you have everything you need.

If you’d like help creating a personalized tax organization system, I’m accepting new Week 1 clients.
📲 907-744-6604
📩 FinanceWithNyeem@gmail.com
📅 https://calendly.com/nyeem/taxes-coaching

Disclaimer:

This content is educational only and not tax advice.