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!