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Tax Return Checklist


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Tax Return Checklist This Tax Return Checklist will be helpful to those people who need to gather special information and prepare their tax returns on time. With a help of this checklist taxpayers can figure out essential items to be reported when the tax season reoccurs, and some supportive documents to be attached.

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 Tax Return Checklist:

  • Prepare your Social Security numbers and personal information;
    • Yours own number and your spouse’s one;
    • Numbers of your dependent’s. Check current rules on dependents;
    • Birth dates of taxpayers and dependents;
    • Addresses and Telephone numbers;
    • Child care expense:
      • Childcare provider’s identity (name, address, etc);
      • Cancelled checks or invoices;
      • Provider’s tax ID (or social security number);
    • Change in marital status;
  • Prepare your bank account number;
  •  Itemize your Job Expenses (including invoices, paycheck stubs, bills, receipts to prove them):
    • Union dues;
    • Property and items purchased to be used in your work;
    • Uniform (special clothing costs);
    • Seminar fees;
    • Job travel information (mileage records, hotel bills, etc);
    • Job search expenses (call bills, employment agency fees, etc);
    • Job-required educational expenses;
  •  Assemble your forms. Get organized to report income statements:
    • Get your W-2s organized (it goes in six copies) to report wage (attach wage statements):
      • Employers complete a Form W-2 for each employee to whom they pay a salary or wage;
      • Employee needs to complete W-2 forms from each employer he had during the year;
    • 1099s (to report interest, dividends, pensions, retirement plan distributions):
      • 1099-DIV: Dividends and Distributions;
      • 1099-INT: Interest Income;
      • 1099-R: Pension Income and Retirement Plan distributions;
    • 1099-B for reporting sales of stock and bond;
    • 1098 is used to report interest which a taxpayer has paid on mortgage;
    • Form(s) W-2G for gambling and lottery winnings;
    • Receipts for all gambling purchases;
    • 1099-MSA for distributions from medical savings accounts;
    • 1099-G (Unemployment Income) from your state unemployment agency;
    • 1065 (Schedule(s) K-1) – income from investments in partnerships;
    • 1120S (Schedule(s) K-1) – income from investments in S Corporations;
  • Form 1099-R (for payments from IRA or retirement plans);
  • Account summary form for the year for your IRA accounts;
  • Rental Property Income:
    • Profit and loss statements from your property manager;
    • Checkbook for expenses;
    • Real estate tax bills;
    • Form 1099-Misc for rental income paid to you;
    • Personal property tax bills;
    • Purchase and sale agreements for real property;
  • Social Security Benefits (Form SSA-1099);
  • Use form 1099-MISC for reporting prizes and awards you received;
  • Brokerage statements (showing margin interest paid statements);
  • Charity bills and receipts (or cancelled checks);
  • Medical bills or cancelled checks. Other medical and...

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