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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.

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)

June 2017
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Upcoming Tax Dates

June 10 — 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 May.

June 12 — Employees who work for tips
If you received $20 or more in tips during May, report them to your employer Details

June 14 — Regular method taxes
Deposit the tax for the last 16 days of May.

June 15 — Individuals
If you are a U.S. citizen or resident alien living and working (or on military duty) outside the United States and Puerto Rico, file Form 1040 and pay any tax, interest, and penalties due. If you want additional time to file your return, file Form 4868 to obtain 4 additional months to file Details

June 15 — Individuals
Make a payment of your 2017 estimated tax if you are not paying your income tax for the year through withholding (or will not pay in enough tax that way). Use Form 1040-ES. This is the second installment Details

June 15 — Corporations
Deposit the second installment of estimated income tax for 2017 Details

June 15 — Social security, Medicare, and withheld income tax
If the monthly deposit rule applies, deposit the tax for payments in May

June 15 — Nonpayroll withholding
If the monthly deposit rule applies, deposit the tax for payments in May.

June 27 — Communications and air transportation taxes under the alternative method.
Deposit the tax included in amounts billed or tickets sold during the first 16 days of May.

June 29 — Regular method taxes
Deposit the tax for the first 15 days of June.

June 30 — Wagering tax
File Form 730 and pay the tax on wagers accepted during May.

June 30 — Floor stocks tax for ozone depleting chemicals
(IRS No. 20). Deposit the tax for January 1, 2017.

View More Tax Dates