Income Tax Checklist

Your spouse s full name social security number or tax id number and date of birth. Printable tax documentation checklist.

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Proof of bank account routing and account numbers for direct deposit such as a blank check.

Income tax checklist. 2020 tax return checklist in 2021. Please take the time to complete this checklist as it is a very important part of the tax return process. Necessary to prepare and efile your taxes.

Before you start efiling download or print this page as you collect the forms receipts documents etc. Form 1099 div interest income statements. On this page find a checklist and different steps we recommend you should take prior to preparing and e filing your taxes.

Your income tax checklist new client copy of last year s federal and state tax returns. Income tax return checklist for individuals. General taxable income alimony received or paid dividend income statements.

Your social security number or tax id number. Businesses and rental properties all business related income and expenses. A copy of last year s federal and state returns if available.

Tax identification numbers are mandatory items on your checklist. To file taxes electronically on a married filing joint tax return both spouses must be present to sign the required forms. Your social security number or tax id number.

If you miss an important form on your tax return such as income or deduction you will have to prepare a tax amendment. Form 1099 int 1099 oid miscellaneous income. Click to print personal tax preparation checklist for individuals.

As tax season approaches you can start your 2020 tax return in january 2021 and they are due by april 15 2021. Your spouse s full name social security number or tax id number and date of birth. Below is a checklist of information we will require from you in order to attend to the preparation of your individual income tax return.

Form 1099 misc sales of real estate. Whether you see a tax professional or prepare your taxes on your own we are here for you when you are ready to file. Income all statements you received during the year e g.

This page will help reduce errors and tax return rejections by the irs and or state agencies. Tax preparation checklist updated for 2020 2021 norm blatner december 31 2020 accounting tax there s a lot of information to gather and remember at the end of the year for you and your finances. All taxpayers will need the following to do their taxes.

2020 individual tax return checklist your full name. Your personalized tax prep checklist. We want to make the tax return experience as convenient and hassle free as possible and to ensure that you get the maximum refund to assist in this process it s important to be prepared with some items of information which we ve outlined in our tax return checklist.

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