Get Ahead of Tax Season: Tips for a Smooth Filing Process

Brittany Miller Edelen

January 13, 2026

With tax season on the horizon, a little preparation now can make the process much smoother later. This time of year often brings plenty of paperwork and deadlines, so consider this a friendly nudge to start gathering what you’ll need.

Start with the Essentials

A great starting point is pulling together the documents related to your return. Common items include:

W-2s from employers
1099s for freelance income or investment earnings
Charitable donation receipts
Statements for any investment activity

For a full list, the IRS website offers detailed forms and instructions for reference.¹

✅ Tax Prep Checklist

Use this quick checklist to stay organized:

Personal Information

Social Security numbers for you, spouse, and dependents
Last year’s tax return

Income Documents

W-2 forms from employers
1099 forms (freelance, interest, dividends, retirement distributions)
Investment income statements
Unemployment income forms

Deductions & Credits

Charitable donation receipts
Mortgage interest statements
Medical expense records
Childcare expense documentation

Other

Retirement account contribution statements
Health insurance forms (1095-A, B, or C)
Estimated tax payment records

Check Your Past Records

If you need to confirm prior-year details—such as AGI or payment history—the IRS also provides transcripts that can be accessed online or requested by mail.² These can be helpful if you’re missing older records or want to double-check past filings.

Review Financial Moves

It’s also a good time to review contributions to retirement accounts, charitable giving, and other financial decisions that may affect your tax picture. These actions can influence deductions and credits, so understanding where you stand now can help you make informed choices before year-end.

Organize Early to Avoid Stress

Consider creating a dedicated folder—physical or digital—for all tax-related documents. As new forms arrive in January, you’ll have a central place to store them. This simple step can save hours of searching later.

Know What’s New

Tax rules can change from year to year. Whether it’s adjustments to standard deductions, new credits, or changes in retirement contribution limits, staying informed is key. If you’re unsure how these updates apply to you, consulting a qualified tax professional is always a smart move.