Checklist #26 · Tax
Income Tax Filing Preparation
Ensure every document, deduction, and credit is captured before you file — so you leave nothing on the table and avoid costly mistakes.
25 action items~25 min to complete4 sections
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Income Documents
0/6 completed
Collect all W-2 forms from every employerKey
Gather 1099 forms (1099-NEC, 1099-INT, 1099-DIV, 1099-B, 1099-G)Action
Locate any K-1 forms from partnerships, S-corps, or trustsWatch out
Note all Social Security benefits received (SSA-1099)
Document any rental income and related expensesKey
Record alimony received (if divorce finalized before 2019)Watch out
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Deductions & Credits
0/8 completed
Decide between standard deduction vs. itemizingKey
Gather mortgage interest statements (Form 1098)
Compile property tax paymentsWatch out
Document charitable contributions with receiptsAction
Collect medical expense records (if itemizing)
Calculate student loan interest paid (Form 1098-E)
Check for education credits (American Opportunity, Lifetime Learning)Key
Confirm retirement contributions (IRA, SEP-IRA, Solo 401k)
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Tax Credits to Check
0/5 completed
Check Child Tax Credit eligibility ($2,000 per qualifying child under 17)Key
Review Child and Dependent Care Credit
Confirm Earned Income Tax Credit (EITC) eligibility if income is modestWatch out
Check Saver's Credit (Retirement Savings Contributions Credit)
Review energy efficiency credits (EV, home improvements)Action
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Filing Readiness
0/6 completed
Locate last year's tax return for referenceKey
Confirm your filing status (single, MFJ, MFS, HOH, qualifying widow)Watch out
Decide on filing method: DIY software, CPA, or enrolled agent
Verify your bank routing/account number for direct deposit refundAction
Decide whether to apply refund to estimated taxes or receive it
Sign and date your return before submissionWatch out