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The documents you need for tax prep depend on your situation. This tax organizer is designed to help you collect and report the information needed to prepare your 2023 income tax return. To help you prepare for your tax appointment or for filing your own taxes, we've. Feel prepared for your taxes. Income for any children or dependents.
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Tax prep checklist personal info a social security or tax id number for everyone included on your tax return date of birth for everyone on your return. The irs volunteer income tax assistance and the tax counseling for the elderly programs offer free tax help for taxpayers who qualify. Income for any children or dependents. The documents you need for tax prep depend on your situation.
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