2020 Taxes in 2021, Prepare and e-File
On this page, find a checklist and different steps we recommend you should take prior to preparing and e-filing your taxes. Find a preparation guide, help during the filing process, and how to receive your refund or pay your due tax.
This page will help reduce errors and tax return rejections by the IRS and/or state agencies. With tax season underway, preparation began in January 2021 for 2020 returns due by April 15, 2021 May 17, 2021. However, we recommend you don't eFile until you are absolutely certain you have received all your tax forms, like a W-2 or 1099. According to the IRS, employers, brokers, etc. have to send these forms to you by January 31.
Furthermore, throughout the tax year, follow the eFile.com TickIT outline so you get to keep more of your hard earned money. Start using the eFile.com Taxometer in January to taxercise your paycheck, tax withholding, and balance your tax return.
2020 Income Tax Return Checklist
Follow these important Prep to Prep steps before you e-file your 2020 Taxes.
Checklist to collect all forms, data, etc. before you prepare and e-file your income tax return.
Go over these life changing events and see how they might effect your taxes.
A list of forms you can enter while preparing your return and forms the tax app will generate and eFile for you.
Your 2019 Tax Return Copy
Ways to obtain a copy of your 2019 Tax Return. If you e-filed via eFile.com, your 2019 return will be in your account. You will need your 2019 AGI or Adjusted Gross Income for your 2020 tax return - see below.
1099 Income Tax Forms
You will get a 1099 form online and/or in the mail if you received certain types of income during the year. For example, if you are self-employed
, you may receive a 1099-MISC or 1099-NEC. Keep in mind, there are many other types of 1099 forms
that may be required for your tax return.
2019 Adjusted Gross Income (AGI)
You will need your 2019 AGI to be able to efile and validate your 2020 Tax Return. If you received a letter from the IRS with an Identity Number or an IP-PIN
, you will need to enter this as well.
How do want to receive your 2020 Tax Refund?
You will need to select one of these options while preparing your 2020 tax return. Generally, direct deposit is recommended as it is the quickest and safest way to receive a tax refund.
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