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Taxes are something that frustrate and confound nearly everyone in this country, but they don't have to. The most important thing to do before you file your taxes is to make sure you have everything you need. Whether you are filing online or going to a tax professional, this tax form checklist
will help ensure you have every piece of documentation you need to ensure you file your taxes on time:Tax Form Checklist
Social Security number
Spouse’s Social Security number (if married)
Social Security numbers for any dependentsIncome Information
W-2 Forms from all employers you (and your spouse, if filing a joint return) worked for during the past tax year.
1099 Forms if you (or your spouse) completed contract work and earned more than $600.
Investment income information (including: interest income, dividend income, proceeds from the sale of bonds or stocks, and income from foreign investments).
Income from local and state tax refunds from the prior year.
Business income (accounting records for any business that you own)
Rental property income
Social Security benefits
Miscellaneous income (including: jury duty, lottery and gambling winnings, Form 1099-MISC for prizes and awards, and Form 1099-MSA for distributions from medical savings accounts)Income Adjustments
Homebuyer tax credit
Green energy credits
Student loan interest
Medical Savings Account (MSA) contributions
Self-employed health insurance
Moving expensesCredits and Deductions
Casualty and theft losses
Qualified business expenses
Job and moving expensesBanking Information (only if you plan to use direct deposit)
Your bank account number
The bank’s routing number
Gathering all of these documents before filing your taxes will make your filing go as smoothly as it possibly can this year. If you have a question that isn't covered by this list and need further information than you should contact a tax professional or the IRS directly by going to IRS.gov
or you can Contact Your Local IRS Office