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 eFile 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 eFile.com TickIT outline so you get to keep more of your hard earned money. Furthermore, start using the eFile.com Taxometer in January to taxercise your paycheck tax withholding and balance your tax return.
Checklist to collect all forms, data etc. before you prepare and efile 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 eFile.com your 2018 return will be in your account. You will need your 2018 AGI for your 2019 tax return - see below.
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 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!