What to Gather Before Filing Tax season doesn’t have to feel rushed, confusing, or overwhelming. With a little preparation—and the right support—you can move through the tax process with a sense of ease. Our tax prep checklist outlines the most common documents and information needed before filing, while keeping one important truth front and center: no two tax situations are the same. Use this as a guide, not a test. Not everything will apply to you, and that’s okay. Start With the Basics:...