Checklist
Personal Tax Checklist
Get organized and ready to file your taxes. This will help you figure out exactly what items you need.
Learn the best way to file your taxes with confidence—and keep more money in your pocket—with trusted guides, services and tools.
Keep More. Grow More. Live More.
Every year, Americans hand over billions more than they owe in taxes—money that could be paying off debt, building an emergency fund, or growing retirement savings. Your money should work for you, not Uncle Sam.
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The average amount people overpay on taxes throughout the year (yikes).1
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The average amount you could have back in your budget each month if you fix your withholdings.
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The amount that $250 could grow to in 10 years when invested every month.2
2Based on 11% annual returns, since the S&P 500 index fund has averaged 10–12% over 30 years
File Right With Services You Can Trust
Tax Experts
Find local or virtual CPAs and EAs who have been vetted by the Ramsey team and can handle filing, bookkeeping and more.
Tax Software
Ditch tax software with sneaky upsells—file for half the price of the other guys and get all major forms and deductions right off the bat.
Need help deciding what you need?
Master Taxes With Free Tools and Resources
Free Guide
Go From Confused to Confident
Taxes don’t have to feel like rocket science. This guide breaks down what you need, when to file, and how to do it right so the IRS doesn’t get more than they should.
Taxes and Filing 101
Crush your tax return this year, then find out how to make life easier—and save more money—next year.
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How to File Taxes
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All About Income Taxes
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What to Do After You File
Grow Your Tax-pertise
Learn more about the ins and outs of tax prep, how to maximize credits and deductions, and where the heck all that tax money ends up.
Tax Prep & Strategy
Knowing the rules means keeping more of your money. Learn how deductions and credits work—and how to qualify for them throughout the year so you save more.
What Are Taxes Used For?
Want to know where your tax dollars actually go? Find out how your hard-earned money gets split between health care, Social Security and more—and not all of it’s pretty.
Tax Needs Aren’t One-Size-Fits-All
Explore guides, tools and breakdowns that’ll help take the guesswork out of more complex tax situations.
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Other Types of Taxes
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Not all taxes are tied to your paycheck. Some show up when you give, inherit, invest or retire. Dig into the types of taxes you might not think about every day: