File name: Tax Prep Checklist Pdf
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Mar 9, · Tax Preparation Checklist These are the most commonly-used resources you’ll need to successfully complete your taxes. UPDATED 03/01/ W-2s for each job held in . TAX PREPARATION CHECKLIST These are the most commonly-used resources you’ll need to successfully complete your taxes with any filing method: Social Security/ITIN Numbers and . The IRS Volunteer Income Tax Assistance and the Tax Counseling for the Elderly Programs offer free tax help for taxpayers who qualify. Before you begin to prepare your income tax return, go through the following checklist. Highlight the areas that apply to you, and make sure you have that information available. TAX PREPARATION CHECKLIST These are the most commonly-used resources you’ll need to successfully complete your taxes with any filing method: Social Security/ITIN Numbers and Birthdates for taxpayer, spouse, and dependents. Note: In-Person VITA and GetYourRefund require you to provide physical cards. The documents you need for tax prep depend on your situation. To help you prepare for your tax appointment or for filing your own taxes, we've created a checklist to help you know what forms to bring. The tax preparation checklist below (and the PDF version) will help you keep track of the information you’ll need. The handy checklist will cover the documents and other information needed by most people to file their federal income tax return. TAX PREPARATION CHECKLIST These are the most commonly-used resources you’ll need to successfully complete your taxes with any filing method: Social Security/ITIN Numbers and Birthdates for taxpayer, spouse, and dependents. Note: In-Person VITA and GetYourRefund require you to provide physical cards. Your Tax Professional can check them for accuracy.
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