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Individual Tax Filing Checklist

Welcome to the ultimate guide for tackling your tax season like a pro!

Think of this checklist as your trusty roadmap through the labyrinth of tax documents. Each document listed here plays a vital role in accurately reporting your income, deductions, and credits.

1. Personal Information:
  • ☑️ Social Security Number (SSN): Your SSN and those of your dependents.

  • ☑️ Filing Status: Details of your marital status (single, married, etc.) for tax filing purposes.

2. Income Documents:
  • ☑️ W-2 Forms: From all employers showing income and taxes withheld.

  • ☑️ 1099 Forms: For additional income like freelance work, interest, dividends, or contract work.

  • ☑️ Savings & Investments: Statements showing interest earned, dividends, or capital gains/losses.

  • ☑️ Rental Income: Records of income from rental properties or real estate.

  • ☑️ Miscellaneous Income: Any other income sources like jury duty pay or gambling winnings.

3. Deductions and Credits:
  • ☑️ Receipts for Itemized Deductions: Such as mortgage interest, property taxes, charitable donations, and medical expenses.

  • ☑️ Educational Expenses: Records of tuition fees, student loan interest, and educational expenses.

  • ☑️ Childcare Expenses: Details of childcare costs or daycare expenses paid.

  • ☑️ Retirement Contributions: Documentation of contributions made to IRAs or 401(k)s.

  • ☑️ Health Savings Account (HSA) Contributions: Records of contributions made to HSAs.

4. Healthcare Information:
  • ☑️ Form 1095: Statements indicating health insurance coverage for the tax year.

  • ☑️ Health Expenses: Receipts for unreimbursed medical expenses and healthcare payments.

5. Homeownership Documents:
  • ☑️ Mortgage Interest Statement: Form 1098 showing mortgage interest paid.

  • ☑️ Property Tax Records: Statements showing property tax payments made.

6. Additional Forms and Information:
  • ☑️ Estimated Tax Payments: Record of estimated tax payments made during the year.

  • ☑️ Previous Year's Tax Return: For reference and possible carryovers.

  • ☑️ Identity Verification: Valid photo ID for e-filing or in-person filing.

7. State-Specific Documents:
  • ☑️ State Tax Forms: If applicable, documents needed for state tax filing.

  • ☑️ Local Tax Information: If local taxes apply, relevant documentation.

8. Direct Deposit Information:
  • ☑️ Bank Account Details: Account number and routing number for direct deposit of any tax refund.

9. Tax Software or Tax Professional Information:
  • ☑️ Login Details: If using tax software, keep login credentials ready.

  • ☑️ Tax Professional Information: If working with a tax professional, their contact details.

10. Documentation for Unusual Situations:
  • ☑️ Legal Documents: For any legal settlements or alimony payments.

  • ☑️ Disaster Relief Information: If affected by a federally declared disaster, relevant documentation.

Taking the time to gather these documents ensures that you're well-prepared to tackle your tax return confidently. Whether you're using tax software or working with a tax professional, having these documents at your fingertips streamlines the process and helps you navigate through the complexities of tax filing with ease.

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