Tax Tips: Get ready for filing season

With filing season just around the corner, take these steps now to be prepared to file your individual income taxes.

Update Your Personal Information

Report any changes to your name, address, or social security number. See How to Change Your Name, Address, or Social Security Number for more information. 

Gather Records, Including Past Tax Returns

Having a copy of last year’s tax return on hand while you’re filing may make it easier to fill out your tax return. For example, if you’re using a software product for the first time, you may need to provide information from last year’s return. If you need a copy, see Request a Copy of a Tax Return for more information. 

You should keep your tax records for at least 3 years. For more information, visit Recordkeeping for Individual Income Tax Purposes.