Tonight is the last night for the winter session of my personal finance class, so I only have an hour or so today to work on tax documentation.
Once all papers have been placed in categories, place them in chronological order (January, February, March...). This helps me see what documents are missing.
Log online to find missing statements, if any. Also, to check records from online-only accounts (FLEX, bank accounts, etc.) This step takes the longest for me.
Oh, boy. The medical category is taking the longest...
For behold, we are in bondage ...
and are taxed with a tax which is grievous to be borne.