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How to Do Your Own Taxes

A primer to get you started.

Keith Reid-Cleveland: More daylight, blooming gardens, and baseball's return signal to most that spring has returned in the U.S.

Another sign of the season typically falls on April 15 in most years.

That’s tax day.

So, what do you need to do to file your own taxes?

Morningstar’s Christine Benz recommends beginning with an online tax preparation checklist to gather the necessary documents. 

Some of the information you will need includes:

  • Your social security number and bank account info. 
  • A W-2, a 1099, or other forms documenting proof of income.