2020 Checklist • 1040 Individual Income Tax Return

Tax Preparation Checklist to File Your Taxes

Reminder: 2020 taxes are due April 15, 2021 for calendar year filers

You Spouse Dependents

Basic Info

Name, SSN or ITIN, and date of brith

Last Year's Return - hard copy or PDF file (TaxAct can import basic info from PDF's of returns prepared by select software solutions)

Estimated Taxes Paid

You Spouse Dependents

Documents Received

Form W-2s - wage and tax statements

Form 1095s – includes health insurance marketplace statement (1095-A), health coverage (1095-B) and employer-provided health insurance offer and coverage (1095-C)

Form 1098s - includes mortgage interest (1098) and student loan interest (1098-E)

Form 1099s - includes dividend income (1099-DIV), interest income (1099-INT & 1099-OID), merchant card and third party network payments (1099-K), miscellaneous income (1099-MISC), retirement plan distribution (1099-R), sale of home or real estate (1099-S), capital gain transactions (1099-B), distributions from an HSA, Archer MSA, or Medicare Advantage MSA (1099-SA) and unemployment compensation (1099-G)

Form 2439s - notice to shareholder of undistributed long-term capital gains

Schedule K-1s - partnership, S Corporation and estate or trust income

You Spouse Dependents

Personal Records

Child and Dependent Care Expenses

Education Expenses

Medical Expenses

Vehicle (Personal Property) Taxes Paid

You Spouse Dependents

Personal Records

Real Estate Taxes

Mortgage Interest Paid

Charitable Contributions

Business or Employee Expenses

Gambling Expenses

Investment Transactions

Retirement Contributions

Foreign Earned Income and Foreign Taxes Paid

Moving Expenses

You Spouse Dependents


Bank Information (Account and Routing Number for Direct Deposit/Withdrawal)

Prior year's Self-Select PIN or Prior year's AGI (Adjusted Gross Income)

Driver’s license