Now that the questions have gotten a bit more complicated, I’ve started using a new method to get everything organized in my head. Before I start filling out forms and schedules, I will now go through the learning activity question and try to mark where each item listed goes. Usually the problem will list a set of expenses or receipts and next to each one I will mark the appropriate form. For example, next to mortgage interest I would put an A, and next to business mileage numbers, I would put 2106. This helps me keep track of what forms I need as well as where everything needs to go. Getting everything organized from the start definitely makes filling out the forms a lot easier and helps to ensure that you don’t miss anything. It may seem like a bit of work up front but it is definitely a time saver in the long run.
