It’s not too early to get ready for the 2026 tax season

Written By Dawn Priebe

Gather and organize tax records

Having organized tax records helps taxpayers file complete and accurate tax returns and avoid errors that could delay refunds. Start by collecting:

  • Bank account information.

  • Forms W-2 from your employer(s).

  • Forms 1099 from banks and other payers.

  • Records of digital asset transactions.

Taxpayers should wait to file until they have received all their tax records. Keeping documents organized can also make it easier to locate information needed to claim deductions or credits.

Dawn Priebe
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