Make money work for you!

  • Home
  • Personal Finance
  • Budgeting
  • Shopping
  • Taxes

8 Tax Season Preparation Steps (2023)

January 17, 2023 · Taxes
taxes, refund
Image By AZ-BLT From Envato Elements

5. List Your Personal Information

Here’s one tax season step that most people tend to overlook. You probably know your Social Security number, but do you know the Social Security number of your spouse, or any dependent you claim? This may seem like a minor detail, but it is actually important. Financial experts suggest writing those down, along with any other information your preparer is likely to need. Make sure you keep them in a safe place.

If you own a rental property or vacation home, for instance, note the addresses. If you recently sold a property, make a note of the dates you purchased and sold it, how much money you received from the sale, and the amount you originally paid for it.

Keep reading to discover other ways to get ready for tax season!

Pages: 1 2 3 4 5 6 7 8 9

Share this article

Facebook Twitter Pinterest LinkedIn Email

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Search

Latest Posts

  • A person thoughtfully choosing a card from their wallet at a checkout counter. 5 Places to Avoid Using Your Debit Card and 3 Safe Spots
  • A mature couple looking at a tablet together on a sunny patio, appearing confident about their financial future. Married or Divorced? Don't Miss This Social Security Tip That Could Increase Your Checks
  • A confident woman working on her taxes at a bright, organized home office desk. IRS Alert: 6 Mistakes That Could Inflate Your Tax Bill
  • A woman looks thoughtfully at a tablet in a modern kitchen, representing financial planning for rising costs. Unfortunately, We'll Pay More for These 6 Things in 2026
  • A woman smiling at her phone in a bright living room with a delivery package on the table. The Best Amazon Prime Perks You Should Be Using in 2026
  • A woman smiling at her phone in a bright kitchen, representing the relief of receiving a tax refund. When Will Your 2026 Tax Refund Arrive? IRS Timeline Explained
  • A shopper looking at a grocery checkout screen with the New York City skyline in the background. 10 US Cities Where Grocery Prices Are Highest in 2026
  • A person reviewing tax documents on a laptop in a bright, modern home office. Tax Season Warning: How IRS Budget Cuts May Affect Your Refund
  • Editorial illustration of a gold gavel striking tax forms on a navy background. Trump's $10B IRS Lawsuit Could Upend the 2026 Tax Filing Season
  • IRS refund Tax Refund Alert: Americans May See a $1,000 Increase in 2026

Newsletter

Get money-saving tips and personal finance advice delivered to your inbox.

Related Articles

tax deductions, save

Top 9 Most Hassle-Free Deductions on Taxes

Moving expenses Even if the majority of taxpayers have lost their ability to deduct moving…

Read More →
florida

Florida Tax Guide: What Retirees Will Have to Pay (and What They Won’t)

How is property taxed in Florida? Property tax in the Sunshine State is a county…

Read More →
income tax, change

These 9 States Have No Income Tax

Everyone wants to have their tax rates reduced. But this isn’t as impossible as some…

Read More →
retirees

Moving Abroad? These 9 Countries Don’t Tax Retirees at All!

5. Greece The Mediterranean nation of Greece is packed with culture, history, and, obviously, sunshine.…

Read More →
Kamala Harris taxes

Will Kamala Harris Raise My Taxes?’ Let’s Find Out!

Vice President Kamala Harris revealed some of her ambitious proposals as part of a future…

Read More →

Did You Know About These 5 Veteran Tax Breaks?

A smiling veteran couple reviews exclusive tax breaks on a tablet while relaxing on their…

Read More →
Editorial illustration of a gold gavel striking tax forms on a navy background.

Trump’s $10B IRS Lawsuit Could Upend the 2026 Tax Filing Season

President Trump's $10 billion lawsuit against the IRS adds to a chaotic 2026 tax season.…

Read More →
A confident woman working on her taxes at a bright, organized home office desk.

IRS Alert: 6 Mistakes That Could Inflate Your Tax Bill

Tax season 2026 is here with new laws and higher deductions. Avoid these 6 costly…

Read More →
retirement

10 Ways to Cut Down on Taxes in Retirement

Retirement is meant to be easy, but with inflation rising, the overall situation is more…

Read More →
The Money Place

Make money work for you!

Inedit Agency S.R.L.
Bucharest, Romania

contact@ineditagency.com

Explore

  • Subscribe
  • Unsubscribe
  • Newsletter
  • Terms and Conditions
  • Do not sell my personal information
  • Privacy Policy
  • Contact

Categories

  • Budgeting
  • Personal Finance
  • Shopping
  • Taxes

© 2026 The Money Place. All rights reserved.