Documentation Checklist for 2023 Tax Filing

Tanya Frias, CFP®

This document provides a comprehensive overview of the income-related documentation necessary for filing your 2023 tax return. It includes specific instructions and reminders for collecting various forms and records related to different types of income, such as wages, equity compensation, self-employment income, investment income, retirement plan withdrawals, sources of retirement income, real estate transactions, and alimony. Each section outlines the relevant forms to gather and highlights important considerations to ensure accurate reporting and compliance with tax regulations.

About the Author

Tanya Frias, a Certified Financial Planner with 20 years in Financial Services, champions financial accessibility in underserved communities. With experience as Chief Financial Planner at Freeman Capital and a CUNY alumna, she's currently enhancing her expertise through Kellogg at Northwestern's Executive MBA. Tanya's dedication strengthens Andwise's focus on financial education and planning.