Whether you have your taxes done by a professional or you do them yourself, it’s important to be organized and have all your important documents ready.

When working with a tax preparer, be sure to ask about what information you will need, then organize it based on the professional’s advice.

Here are some key documents to consider: Have information about your income sources, such as:

  • W-2’s from employers.
  • 1099 forms that show any investment or interest income.
  • Social Security benefits.
  • Any income from last year’s tax refunds.
  • Any additional income sources.
  • Rental income.

Deduction and credit information can help reduce your tax burden, so be sure to have:

  • Child or adult care costs.
  • Records of cash and non-cash charitable contributions.
  • Education costs.
  • Medical and dental expenses.
  • Qualified business expenses.
  • Moving or job expenses.

These Income adjustments can also reduce the amount of tax you owe:

  • Mortgage interest and property tax payments.
  • IRA contributions.
  • Interest on student loans.
  • Moving expenses.
  • Medical Savings Account contributions.

Personal information identifies you and where any tax return should go, so be sure to have:

  • Social Security numbers for you, your spouse and any family members.
  • Bank account and routing numbers if you would like a direct deposit of any refund.

Having your tax information ready and organized will speed up the process and help you get any deductions and credits you qualify for.

Questions?

Fidelity’s Client Care Center Bankers are here to help. For assistance, call 1.800.388.4380. The hours are Monday through Friday, from 8:30 a.m. to 6 p.m. and Saturday from 9 a.m. to 1 p.m. or visit bankatfidelity.com.

Learn More

Fidelity Bank has built a strong history as a trusted financial advisor and continues its mission of exceeding client expectations through a unique banking experience. It operates 20 full-service offices throughout Lackawanna, Luzerne, Lehigh, and Northampton Counties, along with a limited production commercial office in Luzerne County and a Fidelity Bank Wealth Management Office in Schuylkill County. Fidelity Bank provides a digital banking experience online at www.bankatfidelity.com, through the Fidelity Mobile Banking app, and in the Client Care Center at 1-800-388-4380. Additionally, the Bank offers full-service Wealth Management & Brokerage Services, a Mortgage Center, and an array of personal and business banking products and services.