2016 Tax prep checklist

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Here’s a tax prep checklist of the most popular forms and types of information you’ll need to fly through your tax filing (and hopefully be well on your way to a refund!). See all full list on nerdwallet. May not be combined with other offers. Before you begin to prepare your income tax return , go through the following checklist.

Highlight the areas that apply to you, and make sure you have that information available. Better yet, attach the list to a folder of your tax documents , and check items off as you add them to the folder. Tax Preparation Checklist.

Pay $For Federal And State Filing.

However, if you weren’t in college and only received a W- you could skip those items on your tax documents checklist. Whether you see a tax professional or prepare your taxes on your own, we’re here to help you determine what forms and information you need to file your taxes. Use my tax prep checklist to make sure you don’t forget anything important. PLEASE PRINT THE TAX LIST BELOW, LOOK IT OVER, AND CHECK OFF THOSE ITEMS YOU HAVE HANDY FOR YOUR TAX RETURN. Where certain conditions are met in relation to the terms of the ESS the assessable discount may be deferred until a later income year.

If you received $or more in tips during August, report them to your employer Details. September — Individuals. There were minor inflation-based increases to personal exemptions, standard deductions, and tax -bracket thresholds. The medical expense deduction threshold remains at of Adjusted Gross Income (AGI), however individuals age and older have been granted an extension of the. The following income tax return checklist should be completed in conjunction with the preparation of tax reconciliation return work papers.

This includes social security, retirement benefits, sale of real estate, investments (including dividends), bank interest, alimony, gambling an of course, wages. Income from your job, or jobs, will be reflected on W-2s. April 15th is arriving soon, so today I’m sharing a checklist of everything you’ll need to gather up, to file your income taxes. You will need to gather up these documents whether you are filing yourself or if you’re having a professional do it for you. Most people will need: Personal information This information tells the IRS exactly who’s filing, who is covered in your tax return, and where to deposit your tax refund.

That applies whether you’re planning to do your own taxes online, hand the whole thing off to a tax professional, or even do it the old-fashioned way — with paper, a pencil and a calculator. Internal Revenue Service.

This time commitment highlights the complexity of tax return preparation. With that in min I wanted to share a list of information that you may want to pull together to ensure you do not forget reporting income or taking deductions. INSTRUCTIONS: If this is your first year with The Miller Associates, please include a copy of your most recently filed tax return. Invoice for vehicle sales tax paid.

Records of cash and non-cash charitable donations. Receipt for preparation of the previous year’s tax return. With more than years of experience, our team is the one to trust.

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