Reminder: 2020 taxes are due April 15, 2021 for calendar year filers
You | Spouse | Dependents |
Basic Info |
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Name, SSN or ITIN, and date of brith |
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Last Year's Return - hard copy or PDF file (TaxAct can import basic info from PDF's of returns prepared by select software solutions) |
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Estimated Taxes Paid |
You | Spouse | Dependents | Documents Received |
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Form W-2s - wage and tax statements |
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Form 1095s – includes health insurance marketplace statement (1095-A), health coverage (1095-B) and employer-provided health insurance offer and coverage (1095-C) |
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Form 1098s - includes mortgage interest (1098) and student loan interest (1098-E) |
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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), capital gain transactions (1099-B), distributions from an HSA, Archer MSA, or Medicare Advantage MSA (1099-SA) and unemployment compensation (1099-G) |
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Form 2439s - notice to shareholder of undistributed long-term capital gains |
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Schedule K-1s - partnership, S Corporation and estate or trust income |
You | Spouse | Dependents | Personal Records |
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Child and Dependent Care Expenses |
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Education Expenses |
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Medical Expenses |
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Vehicle (Personal Property) Taxes Paid |
You | Spouse | Dependents | Personal Records |
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Real Estate Taxes |
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Mortgage Interest Paid |
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Charitable Contributions |
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Business or Employee Expenses |
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Gambling Expenses |
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Investment Transactions |
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Retirement Contributions |
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Foreign Earned Income and Foreign Taxes Paid |
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Moving Expenses |
You | Spouse | Dependents | E-File/Print |
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Bank Information (Account and Routing Number for Direct Deposit/Withdrawal) |
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Prior year's Self-Select PIN or Prior year's AGI (Adjusted Gross Income) |
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Driver’s license |