Summer is a good time to start your 2017 tax planning and organize your tax records





If you start planning now, you may avoid a tax surprise next April. For example, if you experience a life change (e.g., marriage or birth of a child), you may need to adjust your tax withholding by filing a new Form W-4 with your employer. Summer is also a good time to organize your tax records. Put your 2016 return and supporting records together in a safe but accessible place, such as a home safe or bank safe deposit box. And make tax time easier next year by putting records you’ll need (donation and out-of-pocket medical expense receipts, etc.) in one place.   

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