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)

March 2017
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Upcoming Tax Dates

March 1 — Farmers & fishermen
File your 2016 income tax return (Form 1040) and pay any tax due Details

March 10 — Employees who work for tips
If you received $20 or more in tips during February, report them to your employer Details

March 11 — 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 February. Details

March 14 — Regular method taxes
Deposit the tax for the last 13 days of February.0

March 15 — S Corporations
File a 2016 calendar year income tax return (Form 1120S) and pay any tax due Details

March 15 — S Corporation election
File Form 2553, Election by a Small Business Corporation, to elect to be treated as an S corporation beginning with calendar year 2017. If Form 2553 is filed late, S corporation treatment will begin with calendar year 2018.

March 15 — Partnerships
File a 2016 calendar year return (Form 1065) Details

March 15 — Electing larger partnerships
Provide each partner with a copy of Schedule K1 (Form 1065B), Partner's Share of Income (Loss) From an Electing Large Partnership, or a substitute Schedule K1. This due date applies even if the partnership requests an extension of time to file the Form 1065B by filing Form 7004

March 15 — Partnerships
Electing large partnerships: File a 2016 calendar year return (Form 1065-B) Details

March 15 — Social security, Medicare, and withheld income tax
If the monthly deposit rule Page 6 Publication 509 (2015) applies, deposit the tax for payments in February.

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

March 25 — Communications and air transportation taxes under the alternative method.
Deposit the tax included in amounts billed or tickets sold during the last 14 days of February.

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

March 31 — Electronic filing of Forms W2
File copies of all the Forms W2 you issued for 2016. This due date applies only if you electronically file.

March 31 — Electronic filing of Forms W2G
File copies of all the Forms W2G you issued for 2016. This due date applies only if you electronically file.

March 31 — Electronic filing of Forms 8027
File Forms 8027 for 2016. This due date applies only if you electronically file.

March 31 — Wagering tax
File Form 730 and pay the tax on wagers accepted during February.

View More Tax Dates