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Save time by getting organized before preparing your tax return. Use our checklist to help determine what info you'll need.
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
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
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
Bank Information (Account and Routing Number for Direct Deposit/Withdrawal)
Prior year's Self-Select PIN or Prior year's AGI (Adjusted Gross Income)
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