Individual e-file Checklist |
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Over-the-counter software packages and those available through Free File are basically alike. However, whether you use purchased software or Free File, you need to get all your tax-related documents together. This list will help you get prepared, but 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: April 28, 2009
