File your taxes easily with this downloadable checklist

Hanna Horvath Headshot


Hanna Horvath, CFP®

Hanna Horvath, CFP®

CERTIFIED FINANCIAL PLANNER™ & former Managing Editor, Growth

Hanna Horvath is a CERTIFIED FINANCIAL PLANNER™ and former managing editor for growth at Policygenius. She helped produce the Easy Money newsletter. She 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 27, 2020

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Updated July 7, 2020:

Tax season is here. Taxpayers have from now until July 15 to file tax returns. But before you do, get organized.

Obtaining all the forms you need ahead of time will expedite the process — and reduce the chance of forgetting something. Not sure where to begin? This simple, downloadable checklist outlines what most families need to file their taxes. Once you have everything in order, go ahead and file!

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Graphic: Nastia Kobzarenko

Image: Lambert