Organization Tips to Help Make Filing Taxes Easier

    “This post is part of a social shopper marketing insight campaign with Pollinate Media Group® and TurboTax, but all my opinions are my own. #pmedia #TurboTaxACA http://my-disclosur.es/OBsstV


    Carissa Miss: Organization Tips to Make Filing Taxes Easier #TurboTaxACA #ad

    I’m so excited to do my taxes this year! um, said no one ever. It may not be fun, but it is necessary. Since we all have to do it every.single.year, we might as well make it as easy on ourselves as possible. Did you catch my budgeting tips for taxes post? Today I’m going to share a little more about my organizational process to make this time of year non-stressful and as painless as possible.
    Carissa Miss: Organization Tips to Make Filing Taxes Easier #TurboTaxACA #ad

     Tip #1: Have a Clearly Identified Filing System

    Throughout the year we collect our donations, savings info, pay stubs and any other documents we *think* we might need for filing our taxes. These I keep in a filing cabinet {not pictured} that contains other important information. I’m sure everyone has something like that in their house and if you don’t, you should. 

    Carissa Miss: Organization Tips to Make Filing Taxes Easier #TurboTaxACA #ad

    Tip #2: Use the Filing System

    This may seem redundant, but if you aren’t staying on top of your system then it doesn’t do you any good. As I get my information throughout the year it goes STRAIGHT into the FILES. This is my taxes 2014 folder. In it goes all my 1099s, W2s, documents from my bank on investments and mortgage, etc. Keeping all the info in the same place makes for filing much simpler. I know all the pertinent documents are here. 

    Carissa Miss: Organization Tips to Make Filing Taxes Easier #TurboTaxACA #ad

    Tip #3: Use a bookkeeping software

    As I mentioned in my previous tax post, I keep a monthly record of my business expenses and income so that I have something to compare to. By doing it monthly I avoid the stress of looking around my house for those random receipts and stuff. Do this step. It will SAVE you. 
    Carissa Miss: Organization Tips to Make Filing Taxes Easier #TurboTaxACA #ad

    Tip #4: File your taxes with TurboTax 

    Filing online with TurboTax makes the filing process so simple. I just follow the prompts and since I have all my documents in one place I just enter and go:

    Carissa Miss: Organization Tips to Make Filing Taxes Easier #TurboTaxACA #ad

    This coming weekend is important – health insurance open enrollment ENDS ON SUNDAY February 15. Do you know if you meet the new Affordable Health Care Requirements? This is the last chance you’ll have to purchase insurance to avoid a penalty on your taxes next year. It may not seem like that big of a deal now but the costs increase each year.
    I started by going to TurboTaxHealth.com.
    Carissa Miss: Organization Tips to Make Filing Taxes Easier #TurboTaxACA #ad



    We are covered through my husband’s employer so I selected Employer Insurance
    Carissa Miss: Organization Tips to Make Filing Taxes Easier #TurboTaxACA #ad
    Each different selection walks you through the process to make sure you don’t pay the uninsured penalty. Seriously though you guys, filing taxes doesn’t have to be stressful! Plus, file for FREE before February 16 with a simple 1040A return. Now, who’s ready to do your taxes! yay!

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