Save time by getting organized before preparing your tax return. Use our checklist to help determine what info you'll need.

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


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


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


E-file/Print


Bank Information (Account and Routing Number for Direct Deposit/Withdrawal)


Prior year's Self-Select PIN or Prior year's AGI (Adjusted Gross Income)


Print

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Upcoming Tax Dates

August 10 Employees who work for tips
If you received $20 or more in tips during July, report them to your employer - Details

August 10 Social security, Medicare, and withheld income tax
File Form 941 for the second quarter of 2015. This due date applies only if you deposited the tax for the quarter timely, properly, and in full.

August 12 Communications and air transportation taxes under the alternative method.
Deposit the tax included in amounts billed or tickets sold during the first 15 days of July.

August 14 Regular method taxes
Deposit the tax for the last 16 days of July.

August 17 Social security, Medicare, and withheld income tax
If the monthly deposit rule applies, deposit the tax for payments in July.

August 17 Nonpayroll withholding
If the monthly deposit rule applies, deposit the tax for payments in July.

August 26 Communications and air transportation taxes under the alternative method.
Deposit the tax included in amounts billed or tickets sold during the last 16 days of July.

August 28 Regular method taxes
Deposit the tax for the first 15 days of August.

August 31 Heavy highway vehicle use tax
File Form 2290 and pay the tax for vehicles first used in July.

August 31 Wagering tax
File Form 730 and pay the tax on wagers accepted during July.

View More Tax Dates