9/11/2023 0 Comments Tax documents checklist 2017![]() ![]() _ Unemployment Compensation Received: Form 1099-G._ Dividend Income Statements: Form 1099-DIV._ Interest Income Statements: Form 1099-INT & 1099-OID._ W-2 Form(s) for Wages, Salaries, and Tips. ![]() See an overview of taxable income and non-taxable income to see various types of income and whether or not they are taxed. Not all items may apply keep track of your forms and store copies for your records once you have e-filed your return. Use the checklist below to gather your documents and other forms that you will need to file your taxes. With eFile, you can file your individual income tax return, including all your income from wages or employment, your small business, retirement, stocks and investments, and other income. See how the eFile platform works and compare eFile to other popular tax preparation platforms. Use the tax statement forms below to report all your income and other information and let us do the hard work for you. The eFile Tax App will do the complicated math and gather all the tax forms for you as you enter information and answer questions. Once you have gathered your forms and have a fair understanding of what your taxes may be, sign up for a free account. Step 2: Estimate and Understand Your Taxes. 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. ![]() Here are tips on what do do if you do not get a W-2 on time. 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. are required to get all forms (W-2, 1099 etc.) to you before February 1, 2023. In order to avoid the hassles of a tax amendment, we at strongly recommend your start preparing your taxes, but we strongly recommend you DO NOT e-File your 2022 Taxes before February 1, 2023. If you miss an important form on your tax return, such as an income or deduction form, you will have to prepare a tax amendment. You can also download or print this page and check each item off as you collect your information. Step 1: Collect Your Forms. 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. Too many taxpayers rush into this to get their refunds, only to realize later that they missed a W-2 or 1099, meaning they are forced to prepare and file a tax amendment. We strongly suggest that you prepare to prepare your income tax returns. We at strive to get rid of the Tax Mumbo Jumbo for you as much as possible. If any information shown on the forms is inaccurate, the taxpayer should contact the payer ASAP for a correction.Taxes are difficult enough, preparing them shouldn't be. Letter 6475, Your 2021 Economic Impact Payment, to determine eligibility to claim the Recovery Rebate Credit.įorms usually start arriving by mail or are available online from employers and financial institutions in January.Letter 6419, 2021 Total Advance Child Tax Credit Payments, to reconcile advance child tax credit payments.Taxpayers will need this form to reconcile advance payments or claim the premium tax credit. Form 1095-A, Health Insurance Marketplace Statement.Other income documents and records of virtual currency transactions.Form 1099-K, 1099-MISC, W-2 or other income statement for workers in the gig economy.Forms 1099 from banks, issuing agencies and other payers including unemployment compensation, dividends, distributions from a pension, annuity or retirement plan.Veterans can access the Veterans Benefits Banking Program. Don't have a bank account? Learn how to open an account at an FDIC-insured bank or through the National Credit Union Locator Tool.Direct deposit is the fastest way for taxpayers to get their money and avoids a check getting lost, stolen or returned to IRS as undeliverable. People will need these for direct deposit refunds. An SSN with one number wrong or two numbers switched will cause processing delays. Still, it's a good idea to have them on hand to double check that the numbers on the tax return are correct. Many taxpayers have these numbers memorized. Social Security numbers of everyone listed on the tax return.Here are some things taxpayers need to have before they begin doing their taxes. This helps them file a complete and accurate tax return. It's important for people to have all the necessary documents before starting to prepare their return. To avoid processing delays that may slow their refund, taxpayers should gather all year-end income documents before filing a 2021 tax return. ![]() As taxpayers are getting ready to file their taxes, the first thing they should do is gather their records. ![]()
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