TAX DOCUMENTS CHECKLIST 2017 DOWNLOAD
TAX DOCUMENTS CHECKLIST 2017 FREE

Audit Support Guarantee – Individual Returns: If you receive an audit letter from the IRS or State Department of Revenue based on your 2022 TurboTax individual tax return, we will provide one-on-one question-and-answer support with a tax professional, if requested through our Audit Support Center, for audited individual returns filed with TurboTax for the current 2022 tax year and, for individual, non-business returns, for the past two tax years (2021, 2020).

TAX DOCUMENTS CHECKLIST 2017 FREE

(TurboTax Online Free Edition customers are entitled to payment of $30.) This guarantee is good for the lifetime of your personal, individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax.

Maximum Refund Guarantee / Maximum Tax Savings Guarantee - or Your Money Back – Individual Returns: If you get a larger refund or smaller tax due from another tax preparation method by filing an amended return, we'll refund the applicable TurboTax federal and/or state purchase price paid.

This guarantee is good for the lifetime of your personal, individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax.

100% Accurate Calculations Guarantee – Individual Returns: If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we'll pay you the penalty and interest.

Other miscellaneous tax deductions-union dues, unreimbursed employee expenses (uniforms, supplies, seminars, continuing education, publications, travel, etc.) (for tax years prior to 2018 only for federal returns but your state might still allow it).

Casualty and theft losses-amount of damage, insurance reimbursements.

Charitable donations-cash amounts and value of donated property, miles driven, and out-of-pocket expenses.

Home mortgage interest and points you paid-Forms 1098.

Adoption costs-SSN of child, legal, medical, and transportation costs.

Education costs-forms 1098-T, education expenses.

Child care costs-provider's name, address, tax id, and amount paid.

You'll need the following documentation to make sure you get all the deductions and credits you deserve. The government offers a number of deductions and credits to help lower the tax burden on individuals, which means more money in your pocket.

Other miscellaneous income-jury duty, gambling winnings, Medical Savings Account (MSA), scholarships, etc.

Prior year installment sale information- Forms 6252, principal and Interest collected during the year, SSN and address of payer.

Income from sales of property-original cost and cost of improvements, escrow closing statement, cancelled debt information ( Form 1099-C).Social Security benefits-forms SSA-1099.Rental property income/expense-profit/loss statement, rental property suspended loss information.If you use your home for business-home size, office size, home expenses, office expenses.Business or farming income-profit/loss statement, capital equipment information.Taxable alimony received (applicable to divorces finalized before January 1, 2019).Income from state and local income tax refunds and/or unemployment: forms 1099-G.Investment income-various forms 1099 (-INT, -DIV, -B, etc.), K-1s, stock option information.Income from jobs: forms W-2 for you and your spouse.As you review the report, highlight information you will need to prepare your tax return or make notes to remind yourself of something later.Having this information in a report is much easier than going through your checks and bank statements for the entire year.This will make your tax preparation much easier, and helps you clearly see where your money goes each year. If you use a program such as Quicken® to keep track of your finances, print a report of your transactions for the tax year (e.g. Enter information and amounts that are not already available on other documents, such as your bank routing and account numbers for direct deposit.

Scratch off anything on the list that doesn't apply to your tax situation (it's organized with the most common items on the first page).

As you receive or locate tax documents, place them in the folder and check them off the list.

Place the checklist in a file folder, or attach it to the outside of the folder.

Or, print this page and use the checklist below.)

TAX DOCUMENTS CHECKLIST 2017 DOWNLOAD

Download and print this checklist as a PDF. (Don't have Adobe Acrobat Reader? Download it here.When you're ready to prepare your tax return using TurboTax software, you'll be surprised at how much time you'll save by organizing your information beforehand.

Not every category will apply to you, so just pick those that do, and make sure you have that information available. Before you begin to prepare your income tax return, go through the following checklist.

Tax documents checklist 2017