Tax documents checklist 2015

Type of federal return filed is based on your personal tax situation and IRS rules. Tax Preparation Checklist. Before you begin to prepare your income tax return , go through the following checklist. Highlight the areas that apply to you, and make sure you have that information available.

Better yet, attach the list to a folder of your tax documents , and check items off as you add them to the folder. See all full list on irs. However, if you weren’t in college and only received a W- you could skip those items on your tax documents checklist. Whether you see a tax professional or prepare your taxes on your own, we’re here to help you determine what forms and information you need to file your taxes. How do I Find my tax forms?

What are important tax documents? Get Your Maximum Refund Guaranteed. Simply put, it will help you get everything together before you begin to file your tax return or show up for your appointment with a tax professional. As you move down the checklist , you will find items you may have missed as well as things that were accounted for in the past. The first item on your list is to decide whether you’ll prepare your own tax returns.

If you plan to prepare your own returns – first decide. Here’s a tax prep checklist most taxpayers might need to complete the job. Personal information Let’s start with the obvious items on any tax prep checklist. Forms downloaded and printed from this page may be used to file taxes unless otherwise specified. Clarification added on how to use the form.

Click here for specific instructions regarding opening and using any of our pdf fill-in forms, if you are a Windows user. The first step is collecting all the forms and documents you will need. Documenting Your Purchases Is Key. It’s always best to save all receipts,. Review Everything Closely!

Once you’ve collected all of your documents,. Schedule a Time to Prepare Your Taxes. Instea get everything together early with this checklist.

Use only the “Adjusted Gross Income” line entry. The IRS receives copies of all your tax documents , so either you or your accountant can request copies from this source as well. There are three ways to accomplish this: Use the Get Transcript Online application on the IRS website.

Ask for a copy of your Wage and Income Transcript. In most cases, your federal income tax will be less if you take the larger of your itemized deductions or your standard deduction. Keep records indefinitely if you do not file a return.

Pay $For Federal And State Filing. Select your state(s) and complete the forms online, then downloa print and mail them to the state(s). The MyFreeTaxes partnership is committed to providing free tax preparation services to taxpayers with disabilities. You probably didn’t need a checklist anyway because you’re on top of things, so you didn’t miss too much.

Technically, employers etc. A photocopy of both sides of your Permanent Resident Card (formerly known as the Alien Registration Card or “Green Card”).