#Free pdf forms checklist for my family license
#Free pdf forms checklist for my family download

Income from sales of property-original cost and cost of improvements, escrow closing statement, cancelled debt information ( Form 1099-C).Social Security benefits-forms SSA-1099.Rental property income/expense-profit/loss statement, rental property suspended loss information.If you use your home for business-home size, office size, home expenses, office expenses.Business or farming income-profit/loss statement, capital equipment information.Taxable alimony received (applicable to divorces finalized before January 1, 2019).Income from state and local income tax refunds and/or unemployment: forms 1099-G.Investment income-various forms 1099 (-INT, -DIV, -B, etc.), K-1s, stock option information.Income from jobs: forms W-2 for you and your spouse.To do this, you will need Social Security numbers and dates of birth for you, your spouse and dependents. The IRS needs to know exactly who's filing and who is covered in your tax return. As you review the report, highlight information you will need to prepare your tax return or make notes to remind yourself of something later.Having this information in a report is much easier than going through your checks and bank statements for the entire year.This will make your tax preparation much easier, and helps you clearly see where your money goes each year.

#Free pdf forms checklist for my family download

If you use a program or app to keep track of your finances, print or download a report of your transactions for the tax year (e.g. Enter information and amounts that are not already available on other documents, such as your bank routing and account numbers for direct deposit.Scratch off anything on the list that doesn't apply to your tax situation (it's organized with the most common items on the first page).As you receive or locate tax documents, place them in the folder and check them off the list.Place the checklist in a file folder or attach it to the outside of the folder.Download and print this checklist as a PDF.When you're ready to prepare your tax return using TurboTax software, you'll be surprised at how much time you'll save by organizing your information beforehand. Not every category will apply to you, so just pick those that do, and make sure you have that information available.

#Free pdf forms checklist for my family license

Properly document all the taxes you've already paid, including state and local income taxes, real estate taxes, personal property taxes, and vehicle license fees.īefore you begin to prepare your income tax return, go through the following checklist.

Have documentation for your deductions and credits, including childcare costs, education costs, adoption costs, home mortgage interest, charitable donations.

Remember to report all income, including state and local income tax refunds, unemployment benefits, taxable alimony, and gambling winnings.

Have the Social Security numbers and dates of birth for you, your spouse, and your dependents at hand before you start preparing your return.