Tax Preparation Checklist to File Your Taxes
Reminder: 2023 taxes are due April 15, 2024 for calendar year filers
2023 Checklist • 1040 - Individual Income Tax Return
Basic Info
You
Spuse
Dependents
Name, SSN or ITIN, and Date of Birth
Last Year's Return - hard copy or PDF file (TaxAct can import basic info from PDF's of returns prepared by select software solutions)
Estimated Taxes Paid
Documents Received
You
Spouse
Dependents
Form W-2s - wage and tax statements
Form 1095s – includes health insurance marketplace statement (1095-A), health coverage (1095-B) and employer-provided health insurance offer and coverage (1095-C)
Form 1098s - includes mortgage interest (1098) and student loan interest (1098-E)
Form 1099s - includes dividend income (1099-DIV), interest income (1099-INT & 1099-OID), merchant card and third party network payments (1099-K), miscellaneous income (1099-MISC), retirement plan distribution (1099-R), sale of home or real estate (1099-S), capital gain transactions (1099-B), distributions from an HSA, Archer MSA, or Medicare Advantage MSA (1099-SA) and unemployment compensation (1099-G)
Form 2439s - notice to shareholder of undistributed long-term capital gains
Schedule K-1s - partnership, S Corporation and estate or trust income
Personal Records
You
Spouse
Dependents
Child and Dependent Care Expenses
Education Expenses
Medical Expenses
Vehicle (Personal Property) Taxes Paid
Personal Records
You
Spouse
Dependents
Real Estate Taxes
Mortgage Interest Paid
Charitable Contributions
Business or Employee Expenses
Gambling Expenses
Personal Records
You
Spouse
Dependents
Investment Transactions
Retirement Contributions
Foreign Earned Income and Foreign Taxes Paid
Moving Expenses
E-File/Print
You
Spouse
Dependents
Bank Information (Account and Routing Number for Direct Deposit/Withdrawal)
Prior year's Self-Select PIN or Prior year's AGI (Adjusted Gross Income)
Driver’s license
Notes:
Submit
Should be Empty: