Stay organized for tax season! Learn what documents you need to file your 2024 tax return in Seminole, OK. Expert tax help from Roger Ely CPA.
What Documents You Need to File Your 2024 Tax Return – A Checklist to Stay Organized
Tax season is here, and gathering your 2024 tax return documents ahead of time can make filing stress-free. Whether you’re an individual taxpayer or a small business owner in Seminole, OK, having a structured tax filing checklist ensures accuracy, maximizes deductions, and helps you avoid costly errors.
At Roger Ely CPA, we specialize in guiding Seminole residents through the tax filing process. This guide outlines what documents you need to file your 2024 taxes and provides a checklist to help you stay organized.
Why Having a Tax Filing Checklist Matters
Many taxpayers in Seminole, OK wait until the last minute to gather documents, leading to mistakes, delays, or missed deductions. A checklist to stay organized for tax season 2024 can help:
✔ Ensure a smooth and accurate filing process
✔ Prevent missing deductions and tax credits
✔ Reduce the risk of IRS audits or penalties
✔ Make filing easier for you and your CPA
Below is a comprehensive list of what documents you need to file your 2024 taxes, whether you’re filing as an individual, self-employed professional, or small business owner.
Essential Tax Documents for Individuals in Seminole, OK
If you’re an individual taxpayer in Seminole, you’ll need the following documents to file your return correctly.
1. Personal Information
✅ Social Security numbers (SSN) or Individual Taxpayer Identification Numbers (ITIN) for yourself, spouse, and dependents
✅ A copy of last year’s tax return (for reference)
✅ Bank account and routing numbers for direct deposit
2. Income Statements
All sources of income from 2024 must be reported. Gather the following:
✅ W-2 Forms – If you’re employed, your employer should provide a W-2
✅ 1099 Forms – If you’re self-employed, a contractor, or received freelance income
✅ 1099-INT or 1099-DIV – For interest and dividends earned on investments
✅ SSA-1099 – If you receive Social Security benefits
✅ K-1 Forms – For income from partnerships, S corporations, or trusts
3. Deduction and Credit Documents
To maximize your refund and lower your taxable income, be sure to collect:
✅ Mortgage interest statements (Form 1098)
✅ Property tax statements
✅ Charitable donation receipts
✅ Medical and dental expenses (if itemizing)
✅ Education expenses (Form 1098-T for tuition payments)
✅ Childcare expenses (including provider’s name, address, and EIN)
✅ Retirement contributions (IRA, 401(k), HSA contributions)
What Documents Do I Need to File My 2024 Taxes if I’m Self-Employed?
For self-employed individuals and small business owners in Seminole, OK, additional documentation is required.
1. Self-Employment Income and Expenses
✅ 1099-NEC or 1099-K – Forms reporting freelance or contract income
✅ Business income and expense records – Receipts, invoices, mileage logs, and home office expenses
✅ Quarterly estimated tax payment receipts – If you paid estimated taxes in 2024
2. Business Deduction Documents
✅ Advertising and marketing expenses
✅ Office supplies, software, and technology expenses
✅ Employee wages and benefits
✅ Health insurance premiums (if self-employed)
Additional Documents for Investments, Rental Properties, and Special Situations
If you have investments, rental properties, or unique tax situations, be sure to gather:
✅ Rental income and expense records
✅ 1099-B Forms for stocks, bonds, and other investments
✅ Schedule K-1 for business partnerships
✅ Alimony paid or received (prior to 2019 tax law changes)
Checklist to Stay Organized for Tax Season 2024
Keeping track of paperwork can be overwhelming. Here’s a simple checklist to stay organized for your 2024 tax return:
✔ Gather all income-related tax forms (W-2s, 1099s, K-1s)
✔ Organize receipts for tax deductions and credits
✔ Review last year’s tax return for reference
✔ Verify bank and direct deposit information
✔ Consult a tax professional for tax-saving strategies
Preparing ahead will ensure that you’re ready for Tax Day 2025 without stress.
How Roger Ely CPA Can Help with Your 2024 Tax Return
If you’re unsure where to start, Roger Ely CPA is here to assist residents and businesses in Seminole, OK with tax preparation and planning.
Why Choose Roger Ely CPA?
✅ Expert Tax Preparation: We ensure accuracy and compliance with the latest tax laws.
✅ Maximizing Deductions: We help you find every deduction and credit you qualify for.
✅ Small Business Expertise: Specialized services for self-employed individuals and small businesses.
✅ Personalized Service: A local CPA firm committed to helping Seminole residents.
Get Started on Your 2024 Taxes Today!
Don’t wait until the last minute! Let Roger Ely CPA handle your 2024 tax return documents and simplify your tax filing process.
📞 Call us at 405-684-0486
🌐 Visit us at www.oklahomacity-accountant.com
Roger Ely CPA — The Most Trusted CPA in Oklahoma!