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So far, over 62 million people have self-prepared their taxes this year.  The key to filing your tax return online easily and stress-free is to use a tax prep checklist to gather the items you need before you file.  Being organized makes it easier to take advantage of money-saving credits and deductions so you get the biggest possible refund.  Use our tax prep checklist to gather everything you may need to do your taxes.

Personal information

  • Social Security numbers (SSN) or Individual Taxpayer Identification Numbers (ITIN) for you, your spouse, and your dependents
  • Birth dates for you, your spouse, and your dependents
  • Driver’s license or state issued ID for you and your spouse
  • A copy of last year’s tax return
  • Routing number and account number to receive your refund via direct deposit


  • W-2 forms for you and your spouse
  • 1099-C forms for cancellation of debt
  • 1099-G forms for unemployment income, or state or local tax refunds
  • 1099-INT, 1099-DIV, 1099-B forms for investment or interest income
  • 1099-K forms for business payments
  • 1099-MISC forms for miscellaneous income
  • 1099-NEC forms for independent contractor or freelancer income
  • 1099-R forms for distributions from IRAs or retirement plans
  • 1099-S forms for sale of property income
  • SSA-1099 for Social Security income
  • Alimony received, paid
  • Income and expense from a business
  • Income and expense from rental property
  • Miscellaneous income: jury duty, gambling/lottery winnings, scholarships, Medical Savings Account (MSA), unreported tip income, prizes and awards


  • Forms 1098 for mortgage interest, points and mortgage insurance premiums
  • Form 1098-E for student loan interest
  • Form 1098-T for tuition paid
  • Federal and State estimated tax payments
  • Medical and dental expenses (including medical mileage, long term care health insurance)
  • Real estate and personal property taxes
  • State and local taxes
  • CASH and NON-CASH charitable donations (including mileage driven)
  • Casualty and theft loss (only for federally declared disasters)
  • Gambling losses to the extent of winnings
  • Childcare costs including care provider identification
  • IRA contributions
  • Qualifying energy expense for home improvements
  • Receipts for classroom supplies (educators in grades K-12 only)
  • Receipts for moving expenses (members of the military only)


  • Form 1095-A, Health Insurance Marketplace Statement
  • 1095-B, 1095-C Health Insurance Verification Form

File your taxes fast and ez in 30 minutes or less.