2023 Checklist • 1040 - Individual Income Tax Return

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

Form W-2s - wage and tax statements

Form 1095s – includes health insurance marketplace statement (1095-A), health coverage (1095-B) and employer-provided health insurance offer and coverage (1095-C)

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), capital gain transactions (1099-B), distributions from an HSA, Archer MSA, or Medicare Advantage MSA (1099-SA) and unemployment compensation (1099-G)

Form 2439s - notice to shareholder of undistributed long-term capital gains

Schedule K-1s - partnership, S Corporation and estate or trust income

Child and Dependent Care Expenses

Education Expenses

Medical Expenses

Vehicle (Personal Property) Taxes Paid