Summary
The article outlines four practical strategies to stay organized during tax season. It urges taxpayers to use a checklist or organizer to gather documents early and avoid last-minute stress. It advises evaluating whether to itemize deductions or take the standard deduction based on expenses. The piece also recommends collecting all income and investment documents, such as W-2s and 1099s, to ensure accuracy and identify planning opportunities. Finally, it emphasizes making IRA or HSA contributions before filing deadlines to secure tax benefits, helping taxpayers reduce liabilities and improve overall financial planning.
ABC News
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