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The Taxman Cometh –
Be Prepared

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 The Taxman Cometh – Be Prepared

The April 15 tax deadline is not too distant, and although preparing your tax return is probably not your favorite chore, you can make it far less cumbersome by being well-prepared.

The first step is to gather and organize the information you'll need:
  • Your Social Security number (and if applicable, that of your spouse and any dependents)
  • W-2 forms from all of your employers
  • 1099 forms for dividends, retirement, other income or income tax withholding
  • Receipts for expenses for itemized deductions listed on Schedule A
  • Receipts and records for other income or expenses
  • Credit Union account and routing numbers
File Online for Speed and Security
In 2007, a record 78 million tax returns were filed electronically. That's 59% of all returns the IRS received. The IRS reports that e-filers can receive refunds in half the time of filing a paper tax return or within three weeks, even faster if you use direct deposit rather than receiving a refund check. Plus, electronic filing is more secure since your refund check won't get lost in the mail.

Keep This with Your Records
Remember to include your account numbers and our routing number, on your tax forms.

Winter 2008
This publication does not constitute legal, accounting or other professional advice. Although it is intended to be accurate, neither the publisher nor any other party assumes liability for loss or damage due to reliance on this material. ©2008 Endura Financial Federal Credit Union.
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