- Store files in cloud-based folders by year and type. - Scan paper documents as soon as you receive them. - Tip: Use Neat for secure, searchable cloud storage.

- Store files in cloud-based folders by year and type. - Scan paper documents as soon as you receive them. - Tip: Use Neat for secure, searchable cloud storage.

General & Itemized Deductions State & local income taxes paid (or sales tax) Real estate taxes (on primary residence or investment property) Mortgage interest (Form 1098 from lender) …