Tax Filing Preparation Checklist

Tax season is just around the corner, which means it’s time to start thinking about the documents you need to get ready.

Tax Filing Preparation Checklist

Here are a few things to consider ahead of filing your 2018 tax return.

Find last year’s return

A quick way to find all of the important information you need to file your 2018 tax return is to dig up your 2017 tax return. For instance, you may need to reference your 2017 adjusted gross income or look back to see what you received as a state refund. Plus, your old return lists the personal information needed for any spouses or dependents.

You can also use it as a comparison tool to ensure you don’t overlook any details when you file your return this tax season.

Understand the IRS timeline

The IRS has not yet announced when it will start accepting tax returns in 2019. But they have made it clear that any people submitting returns claiming the Earned Income Tax Credit or the Additional Child Tax Credit will not be issued refunds before mid-February. Delaying refunds gives the IRS a better chance at combating tax-related identity theft.

Double-check your ITIN

Certain taxpayers who don’t have a Social Security number are required to have an Individual Taxpayer Identification Number (ITIN). It’s a number issued by the IRS, and those individuals are required to use it if they want to file a federal tax return.

ITINs expire on a schedule date and must be renewed prior to filing a return the following tax season. If you were assigned an ITIN, double check when yours expires to know if you need to renew it this year.

Tax Filing Preparation Checklist

To start preparing to file your return, use this checklist to gather the tax and finance documents you’ll need to make your filing time quick and efficient. Keep in mind, not all items listed will apply to your specific tax situation.

Personal Information

  • Social Security Numbers (SSN) or tax ID numbers

Dependent(s) Information

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