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Prepare, e-File Your 2019 Taxes

Suggested checklist and steps we recommend you should take prior to preparing and e-filing your Taxes. It will reduce errors and tax return rejections by the IRS and/or State agencies. Even though you can start your 2019 Tax Return in January 2020, we recommend you don't e-File until you are absolution certain you have received all your W-2, 1099 forms etc. Technically, employers etc. have to send these forms to you by Jan. 31. Furthermore, throughout the tax year follow the TickIT outline so you get to keep more of your hard earned money. Furthermore, start using the Taxometer in January to taxercise your paycheck tax withholding and balance your tax return.

Income Tax Return Checklist

Tax Year
Type of Return
Follow these important Prep To Prep steps before you e-File your 2019 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 2018 Taxes

Your 2018 Tax Return Copy

Ways to obtain a copy of your 2018 Tax Return Copy. If you eFiled via your 2018 return will be in your account. You will need your 2018 AGI for your 2019 tax return - see below.

Form W-2 for Wages and Salaries

You will receive a W-2 from your employer. The W-2 will list your total income and taxes withheld during the tax year.

1099 Income Tax Forms

You will get a 1099 form 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. Keep in mind, there are many other types of 1099 forms that may be required for your Tax Return. 

Social Security Number, Address, Name Change

Do you need a SSN? Or, has your address or name changed in 2019? If your return data does not match IRS data your return might get rejected

2018 Adjusted Gross Income (AGI) and/or Identity Number

You will need your 2018 AGI to be able to e-file and validate your 2019 Tax Return. Only, if you received a letter from the IRS with an Identity Number  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 2019 tax return

How to pay for Taxes?

The penalties not to file are higher than not to pay. Tax Tip: File by the deadline, even if you can't pay!

The Alternative Minimum Tax- AMT. Does it apply to you?

This is just an FYI. When you prepare on the app will figure this out for you.
efileIT only together with a Federal Return. One or more state ONLY return(s) can be prepared on but must be printed and mailed.



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