Tax Preparation Checklist Personal Information Your social security number or tax ID number Your spouse’s full name, social security number or tax ID number, and date of birth Identity Protection PIN, if issued by the IRS Routing and account numbers for direct deposit or payment Foreign reporting and residency information
Medicare Resources Enrolling in Medicare can be confusing and challenging due to the various rules, deadlines, and penalties associated with the different parts of the program. Many people struggle to understand when and how to sign up, especially if they have other health coverage or qualify for Medicare before age
Learn and document what you already have. First work to become familiar with what is known. List out every account that you have, its location, the current balance, if and how it’s invested, and what the liquidity situation is like. This includes all of your personal 401(k)’s IRA, and other
