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)

October 2016
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Upcoming Tax Dates

October 10 — Everyone
Federal Holiday (Columbus Day) - Details

October 11 — Employees who work for tips
If you received $20 or more in tips during September, report them to your employer - Details

October 13 — Communications and air transportation taxes under the alternative method (special September deposit rule).
Deposit the tax included in amounts billed or tickets sold during the period beginning September 12 and ending September 15.

October 14 — Regular method taxes (special September deposit rule).
Deposit the tax for the last 4 days of September.

October 17 — Individuals
If you have an automatic 6-month extension to file your income tax return for 2015, file Form 1040, 1040A, or 1040EZ and pay any tax, interest, and penalties due - Details

October 17 — Partnerships
Electing large partnerships: File a 2015 calendar year return (Form 1065-B). This due date applies only if you were given an additional 6-month extension - Details

October 17 — Social security, Medicare, and withheld income tax
If the monthly deposit rule applies, deposit the tax for payments in September.

October 17 — Nonpayroll withholding
If the monthly deposit rule applies, deposit the tax for payments in September.

October 26 — Communications and air transportation taxes under the alternative method.
Deposit the tax included in amounts billed or tickets sold during the last 15 days of September.

October 28 — Regular method taxes
Deposit the tax for the first 15 days in October.

October 31 — Certain small employers
Deposit any undeposited tax if your tax liability is $2,500 or more for 2016 but less than $2,500 for the third quarter.

October 31 — Federal unemployment tax
Deposit the tax owed through September if more than $500.

October 31 — Form 720 taxes.
File Form 720 for the third quarter of 2016.

October 31 — Wagering tax
File Form 730 and pay the tax on wagers accepted during September.

October 31 — Heavy highway vehicle tax
File Form 2290 and pay the tax for vehicles first used in September.

View More Tax Dates