Individual e-file Checklist |
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Over-the-counter software packages and those available through Free File are basically alike. They ask questions and based on your answers, before you know it, your tax return is complete. However, whether you use purchased software or Free File, you need to get all your tax-related documents together. Don't be overwhelmed, this list is just to help you get prepared and is not all-inclusive.
Gather
- Computer with a modem or Internet access
- A copy of last year's tax return
- Prior Year Personal Identification Number (PIN), if applicable
- Personal identification (driver's license, Social Security card) for you and your spouse, if applicable, showing the SSN(s)
- The Social Security cards of your dependents, if applicable
- Forms W-2 from all of your employers
- Forms 1099-INT showing interest paid to you throughout the year.
- Form 1099-G showing any refund, credit or offset of state and local taxes.
- All receipts pertaining to your small business
- Forms 1099-DIV and Forms 1099-R
- Income receipts from rental real estate, royalties, partnerships, S corporation, trusts
- Unemployment Compensation
- Social Security benefits
- Other Income
Itemized Deductions (Schedule A)
- Medical and Dental expenses
- Receipts from taxes you paid such as state and local taxes, real estate taxes, personal property taxes.
- Form 1098 for home mortgage interest and points
- Receipts for charitable contributions and gifts
- Casualty and theft losses
- Job expenses
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Page Last Reviewed or Updated: November 24, 2008
