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TAX PREPARATION CHECKLIST

Personal Information

Income Documents

Deductions

Credits

  • Ensure you have documentation for each child that qualifies for the credit
  • Confirm that your child meets the eligibility requirements based on age, relationship, and support
  • Calculate the amount of credit you are eligible for based on your income
  • Gather all necessary income and expense documentation
  • Check if you meet the income limits and have a qualifying child if applicable
  • Use the EITC Assistant tool to determine your eligibility and estimate your credit amount
  • Collect adoption-related expenses receipts
  • Ensure the adoption is finalized before claiming the credit
  • Calculate the maximum credit amount based on your expenses
  • Gather documentation of your contributions to eligible retirement accounts
  • Determine your filing status and adjusted gross income to see if you qualify
  • Calculate the credit amount based on your contributions and income
  • Obtain Form 1098-T from your educational institution
  • Confirm that you are eligible based on your enrollment status and expenses
  • Calculate the credit amount for qualified education expenses
  • Collect Form 1098-T and receipts for educational expenses
  • Check if you meet the eligibility requirements for each credit
  • Calculate the credit amount based on your expenses
  • Gather documentation of your contributions to eligible retirement accounts
  • Determine your filing status and income to see if you qualify
  • Calculate the credit amount based on your contributions and income
  • Keep receipts for energy-efficient home improvements
  • Ensure the improvements are eligible for the credit
  • Calculate the credit amount based on your expenses
  • Obtain Form 1116 from the IRS
  • Have documentation of foreign taxes paid and income earned abroad
  • Calculate the credit amount based on the taxes paid
  • Gather documentation of your eligibility for the credit
  • Ensure you meet the requirements for receiving the credit
  • Calculate the credit amount based on your health coverage expenses
  • Review your tax situation for any additional credits you may qualify for
  • Gather documentation to support your eligibility for each credit
  • Calculate the credit amount for each applicable credit

Other Documents

Additional Information

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