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


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

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