Tax Returns Pages

2021 Tax Return Checklist in 2022

Tax Return Checklist

How to file taxes online? Step by step tax filing tips? Is filing taxes on your own difficult?

Preparing and e-filing your taxes is as simple as following three steps. With the improvement and growing trust of online tax preparation and electronic filing, individuals can use tax software to send their federal and state tax returns to the IRS and respective state tax agency in as little as one hour for simple returns. To file your taxes, have you forms ready according to the checklist below and follow these three steps:

Step 1: Before you start preparing your return on, use this page as a reference to collect the forms, receipts, documents, and statements necessary to prepare and e-file your taxes. You can also download or print this page and check each item off as you collect your information. If you miss an important form on your tax return, such as income or deduction form, you will have to prepare a tax amendment. In order to avoid the hassles of a tax amendment, we at strongly recommend to not e-file your 2021 Taxes before February 1, 2022. This is for the simple reason that all 2021 Forms need to be mailed to you before February 1, 2022. If an employer(s) do not provide you your W-2 forms or the issuer(s) of a 1099 Form does not mail them to you on time, contact them and request it. 

Step 2: View these important pre-eFile considerations; taxstimate your taxes, use simple tax tools, and understand what your tax refund could be or if you may owe taxes.

Step 3: Sign up for a free account. The eFile Tax App will do the the complicated math and gather all the tax forms for you as you enter information and answer questions. Use the tax statement forms below to report all your income and other information and let us do the hard work for you. See how the eFile platform works and compare eFile to other popular tax preparation platforms.

List of Tax Preparation Forms, Documents

Use the checklist below to gather your documents and other forms that you will need to file your taxes. Not all items may apply; keep track of your forms and store copies for your records once you have e-filed your return. See an overview of taxable income and non-taxable income to see various types of income and whether or not they are taxed.

Taxable Income Forms, Documents

Tax Credits

Tax Deductions, Expenses

Tax Estimate Payments

  • ___ Estimated Tax Payments Made with ES Vouchers or Online
  • ___ Last Year's Tax Return Over-Payment Applied to This Year
  • ___ Off Highway Fuel Taxes Paid

General Information

  • ___ Copy of Last Year's Tax Return
  • ___ Social Security Numbers for You and Your Spouse
  • ___ Educational Expenses for You and Your Spouse
  • ___ Dependents' Names, Years of Birth, and Social Security Numbers
  • ___ Dependents' Post High School Educational Expenses
  • ___ Child Care Expenses for Each Dependent
  • ___ Prior Year Adjusted Gross Income (AGI) - how to find last year's (AGI)
  • ___ Routing Transmit Number (RTN) (For direct deposit/debit purposes)
  • ___ Bank Account Number (BAN) (For direct deposit/debit purposes)

Follow this page and you will be better prepared to support your online tax return in case of a future federal or state tax audit. Visit our Tax Return Planning Page and review our list of stupid and smart things taxpayers do when completing tax returns.