PREPARING A TAX RETURN

Getting Ready

You can choose to fill out your own tax return or have someone help you. If you get help, you are still legally responsible for whatever gets sent to the IRS in your name. Here is a tax preparation checklist:

• Blank income tax form and instructions (use the 1040 if you need to itemize deductions or the 1040 EZ if you don’t)
• The social security number for everyone in the household
• Pencil
• Calculator
• W-2 forms from your job(s), showing how much tax you already paid
• 1099 forms for other kinds of income
• Copy of last year's federal and state tax returns

If it applies:

• Your child care provider’s tax ID or Social Security number
• Mortgage interest: Form 1098
• Student loan interest paid
• Retirement contributions

Source:  The Beehive

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