This simple checklist can help families file their taxes

Hanna Horvath Headshot

By

Hanna Horvath, CFP®

Hanna Horvath, CFP®

CERTIFIED FINANCIAL PLANNER™ & Managing Editor, Growth

Hanna Horvath is a CERTIFIED FINANCIAL PLANNER™ and managing editor for growth at Policygenius. She helps produce the Easy Money newsletter, and owns all growth initiatives for Easy Money. She recently passed her exam to become a CERTIFIED FINANCIAL PLANNER™ in November 2020.

Hanna's work has appeared in NBC News, Business Insider and Inc. Magazine. She is regularly quoted in top media outlets, including CNBC, Best Company and HerMoney. She has also appeared on the Money Moolala podcast and All's Fair podcast.

Prior to Policygenius, Hanna wrote for KNBC in Los Angeles and WNBC in New York. When she isn't writing, she's (often) running, (usually) cooking and (sometimes) doing photography.

Published February 1, 2019|1 min read

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Tax season is here! You now have until April 15 to file your tax returns. But, before sitting down to crunch last year's numbers, it's important to get organized.

Obtaining all the forms you need ahead of time will expedite the process — and eliminate the chance of forgetting something when you send your paperwork to the Internal Revenue Service.

Not sure where to begin? This simple checklist outlines what most families need to file their taxes. It's easy to use — you can download it here, and simply check off each box when you've found or filled out the necessary forms. Once you have everything in order, go ahead and square up with Uncle Sam.

Small steps can make common financial tasks, like filing taxes, much less painless. If you’re looking for more easy money tips each week, sign up for our newsletter.

Image: kitzcorner

CERTIFIED FINANCIAL PLANNER™ & Managing Editor, Growth

Hanna Horvath, CFP®

CERTIFIED FINANCIAL PLANNER™ & Managing Editor, Growth

Hanna Horvath is a CERTIFIED FINANCIAL PLANNER™ and managing editor for growth at Policygenius. She helps produce the Easy Money newsletter, and owns all growth initiatives for Easy Money. She recently passed her exam to become a CERTIFIED FINANCIAL PLANNER™ in November 2020.

Hanna's work has appeared in NBC News, Business Insider and Inc. Magazine. She is regularly quoted in top media outlets, including CNBC, Best Company and HerMoney. She has also appeared on the Money Moolala podcast and All's Fair podcast.

Prior to Policygenius, Hanna wrote for KNBC in Los Angeles and WNBC in New York. When she isn't writing, she's (often) running, (usually) cooking and (sometimes) doing photography.