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www.DrillDownSolution.com | 801-225-8474
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1040 FORM
TAX CHECKLISTS FOR STANDARD TAXES
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YouSpouseDependentsBasic Info
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Name, SSN or ITIN, and Date of Birth
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Last Year's Return - hard copy or PDF file
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Estimated Taxes Paid
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YouSpouseDependentsDocuments 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
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YouSpouseDependentsPersonal 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
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YouSpouseDependentsPersonal Records
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Business or Employee Expenses
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Charitable Contributions
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Foreign Earned Income and Foreign Taxes Paid
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Gambling Expenses
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Investment Transactions
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Mortgage Interest Paid
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Moving Expenses
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Real Estate Taxes
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Retirement Contributions
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YouSpouseDependentsE-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
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Notes
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