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)

April 2016
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Upcoming Tax Dates

April 11 — Employees who work for tips
If you received $20 or more in tips during March, report them to your employer. You can use Form 4070.

April 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 March.

April 14 — Regular method taxes
Deposit the tax for the last 16 days of March.

April 18 — Individuals
File a 2015 income tax return (Form 1040, 1040A, or 1040EZ) and pay any tax due. If you want an automatic 6 month extension of time to file the return, file Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Return. For more information, see Form 4868. Then, file Form 1040, 1040A, or 1040EZ by October 17.

April 18 — Individuals
If you are not paying your 2016 income tax through withholding (or will not pay in enough tax during the year that way), pay the first installment of your 2016 estimated tax. Use Form 1040ES.

April 18 — Household Employers
If you paid cash wages of $1,900 or more in 2015 to a household employee, you must file Schedule H - Details

April 18 — Partnerships
File a 2015 calendar year return (Form 1065) - Details

April 18 — Partnerships
Electing large partnerships: File a 2015 calendar year return (Form 1065-B) - Details

April 18 — Corporations
Deposit the first installment of estimated income tax for 2016 - Details

April 18 — Social security, Medicare, and withheld income tax
If the monthly deposit rule applies, deposit the tax for payments in March.

April 18 — Nonpayroll withholding
If the monthly deposit rule applies, deposit the tax for payments in March.

April 18 — Household employers
If you paid cash wages of $1,900 or more in 2015 to a household employee, you must file Schedule H (Form 1040). If you are required to file a federal income tax return (Form 1040), file Schedule H (Form 1040) with the return and report any household employment taxes. Report any federal unemployment (FUTA) tax on Schedule H (Form 1040) if you paid total cash wages of $1,000 or more in any calendar quarter of 2014 or 2015 to household employees. Also, report any income tax you withheld for your household employees.

April 27 — 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 March.

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

View More Tax Dates