What Do I Need to File?

Save time by getting organized before preparing your tax return. Use our checklist to help determine what info you'll need. You can even print it and check the boxes as you receive or gather the info.

You	Spouse	Dependents	Basic Info
			Name, SSN or ITIN, and date of birth
			Last Year's Return - hard copy or PDF file (TaxACT can import basic info from PDF's of returns prepared by select software solutions)
			Estimated Taxes Paid

You	Spouse	Dependents	Documents Received
			Form W-2s - wage and tax statements
			Form 1098s - includes mortgage interest (1098) and student loan interest (1098-E)
			Form 1099s - includes dividend income (1099-DIV), interest income (1099-INT & 1099-OID), merchant card and third party network payments (1099-K), miscellaneous income (1099-MISC), retirement plan distribution (1099-R), sale of home or real estate (1099-S) and unemployment compensation (1099-G)
			Form 2439s - notice to shareholder of undistributed long-term capital gains
			Schedule K-1s - partnership, S Corporation and trust income

You	Spouse	Dependents	Personal Records
			Child and Dependent Care Expenses
			Education Expenses
			Medical Expenses
			Vehicle (Personal Property) Taxes Paid
			Real Estate Taxes
			Mortgage Interest Paid
			Charitable Contributions
			Business or Employee Expenses
			Gambling Expenses
			Investment Transactions
			Retirement Contributions
			Foreign Earned Income and Foreign Taxes Paid
			Moving Expenses
			Energy Efficiency Property Expenses
			Household Employee Expenses
			Alimony Expenses and/or Income
			Expenses for miscellaneous itemized deductions