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Home » Home Organization » Money » Tax Prep » February's Monthly Organizing Challenge: Tax Return Organizing

February's Monthly Organizing Challenge: Tax Return Organizing

Last Modified: January 24, 2022 Sabrina Quairoli This blog uses cookies. It also has affiliate links. We earn sponsored content income.

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2014 February Monthly Organizing Challenge

This February's Monthly Organizing Challenge is to create a 2013 Tax Return Organizing accordion folder. Yes, I know. This is a boring topic. But, it does help if you have your reference information organized, not only for short-term use, but also for long-term use.

Let's begin. First in tax return organizing you need to make a list of all the groups you need to gather. Here are some examples:

  • W-2
  • 1099-misc
  • 1099-R
  • Letters from Charitable Contributions
  • Medical papers
  • Interest from banks
  • Paperwork from Mortgage company

Then, gather your papers for your taxes.  Group them into piles.

Label tabs to correspond to your own tax situation. Here are some examples:

  • Quicken or QuickBooks Tax Summary
  • Income - W-2, 1099-misc, 1099-R
  • Income - Bank interest
  • Income - Distribution
  • Income - Capital Gains
  • Income - Rental Property income and expenses
  • Deduction - Charitable deduction - cash and donated items
  • Deduction - Medical Deduction
  • Deduction - Contribution to an 529 plans for education fund
  • Deduction - Real estate taxes paid
  • Deduction - Mortgage interest paid
  • Deduction - Refinanced taxes paid
  • Federal Tax return
  • State Tax return
  • Local Tax return

That is it for your tax return organizing project.  Great job you are finished your monthly organizing challenge!  Having these papers organized in an accordion folder will help you keep track of all your important tax paperwork for your accountant or if you do your taxes yourselves. It will help him/her and you be able to go through your tax return more simply even in the most complicated tax return.

 

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About Sabrina Quairoli

I love sharing my passion for organizing life and the home. I hope you get inspired when visiting my home organizing tips, quick weeknight recipes, party planning ideas, and DIY organizing projects.

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Hi, I'm Sabrina! Thanks for stopping by and checking out my blog where you can find Home Organizing, Quick Weeknight Recipes, and DIY Craft Home Organizing Projects. Feel free and browse around to get motivated to improve your home life!

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