Form 990 Tax Preparation Checklist
Complete a tax preparation checklist for individuals, self-employed, businesses, and nonprofits. Covers Form 1040, 1065, 1120-S, and more.
Basic info
| you | spouse | dependent | |
|---|---|---|---|
| Name, SSN or ITIN, and Date of Birth | |||
| Last Year's Return - hard copy or PDF file | |||
| Estimated Taxes Paid |
Documents Recieved
| you | spouse | dependent | |
|---|---|---|---|
| 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) | |||
| Estimated Taxes Paid | |||
| 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 |
