2019, 2020 Tax Return Checklist

Tax Return Checklist

Step 1: Before you start e-Filing, download or print this page as you collect Forms, Receipts, Documents, etc. necessary to prepare and e-file your taxes. If you miss an important Form (Income, Deduction etc.) on your Tax Return, you will have to prepare a Tax Amendment. Generally, don't e-file before February 1, since most Forms arrive by January 31.

Step 2: View these important pre-eFile considerations e.g. Taxstimate your Taxes, simple Tax Tools, etc.

List of Tax Preparation Forms, Documents

Taxable Income Forms, Documents

Tax Credits

Tax Deductions, Expenses

Tax Estimate Payments

  • ___ Estimated Tax Payments Made with ES Vouchers
  • ___ Last Year's Tax Return Overpayment Applied to This Year
  • ___ Off Highway Fuel Taxes Paid

General Information

You will be better prepared to support your online tax return in case of a future federal or state tax audit

Please visit our Tax Return Planning Page. We also recommend reviewing our list of stupid and smart things taxpayers do when completing tax returns.

RateIT

WatchIT

If Your Return is not Free, get a 20% Discount with Promo Code: COVID-19     Stay Safe!     COVID-19 Updates