Tax Year 2023 Checklist • 1040 - Individual Income Tax Return
Tax Preparation Checklist to File Your Taxes
You | Spouse | Dependents | 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 |
You | Spouse | Dependents | Documents Received |
---|---|---|---|
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 |
You | Spouse | Dependents | Personal Records |
---|---|---|---|
Child and Dependent Care Expenses | |||
Education Expenses | |||
Medical Expenses | |||
Vehicle (Personal Property) Taxes Paid |
You | Spouse | Dependents | Personal Records |
---|---|---|---|
Real Estate Taxes | |||
Mortgage Interest Paid | |||
Charitable Contributions | |||
Business or Employee Expenses | |||
Gambling Expenses |
You | Spouse | Dependents | Personal Records |
---|---|---|---|
Investment Transactions | |||
Retirement Contributions | |||
Foreign Earned Income and Foreign Taxes Paid | |||
Moving Expenses |
You | Spouse | Dependents | 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) | |||
Driver’s license |
Notes