As a CPA, I've seen that the biggest income tax filing problems often stem from missing information, not math errors. This video, presented by CPA Stephen Lee, provides a definitive 2026 tax preparation checklist to help you avoid common pitfalls. Learn about crucial tax deadlines, organizing your tax forms and documents, and essential tax tips to ensure a smooth tax season.

00:00 Introduction to Tax Filing Issues

00:29 Important Tax Deadlines

01:06 Do You Need to File?

01:27 Personal Information Checklist

01:59 Gathering Income Documents

02:38 Credits and Deductions

03:13 Key Tax Numbers for 2025

03:53 Organize Before You File

04:11 Choosing How to File

04:35 Withholding and Estimated Taxes

04:52 Final Steps: File, Pay, Track, and Keep Records

05:13 Conclusion and Future Tips

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