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Everything You Need to Gather Before Filing Your Taxes
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Everything You Need to Gather Before Filing Your Taxes
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justin412
2015-02-06
05:46:17 PM
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justin412
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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
Personal Information
Social Security number
Spouse’s Social Security number (if married)
Social Security numbers for any dependents
Income 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)
Unemployment income
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
IRA contributions
Mortgage interest
Student loan interest
Medical Savings Account (MSA) contributions
Self-employed health insurance
Moving expenses
Credits and Deductions
Education costs
Childcare costs
Adoption costs
Charitable contributions/donations
Casualty and theft losses
Qualified business expenses
Medical expenses
Job and moving expenses
Banking 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
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