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OC Tax Team 2019, 2020 Tax Return ChecklistStep 1:?Before you start e-Filing, download or print this page as you collect Forms, Receipts, Documents, etc. necessary to prepare and e-file your taxes. If you miss an important Form (Income, Deduction etc.) on your Tax Return, you will have to?prepare a Tax Amendment.?Generally, don't e-file before February 1, since most Forms arrive by January 31.List of Tax Preparation Forms, DocumentsTaxable Income Forms, Documents___?W-2 Form(s) for Wages, Salaries, and Tips___ Interest Income Statements: Form?1099-INT?& 1099-OID___?Dividend Income?Statements: Form 1099-DIV___ Sales of Stock, Land, etc. for?Capital Gains: Form 1099-B___ Sales of Real Estate: Form 1099-S___?State Tax?Refunds:?Form 1099-G___?Alimony?Received or Paid___?Unemployment Compensation?Received___ Miscellaneous Income:?Form 1099-MISC___?Retirement Income:?Form 1099-R___?Social Security Income?and Railroad Retirement Income: Form SSA-1099___?Business Income?and Expenses___ Rental Income and Expenses___ Farm Income and Expenses___ Form K-1 Income from Partnerships, Trusts, and S-Corporations___?Tax Deductible Miles Traveled?for Business PurposesTax Credits___?Child Tax Credit___ Child Care Provider Address, I.D. Number and Amounts Paid for the?Child and Dependent Care Credit___?Earned Income Tax Credit (EITC)___?Adoption?Expense Information for the Adoption Credit___?Foreign Taxes?paid___?First Time Home Buyer Tax CreditTax Deductions, Expenses___?Medical Expenses?for the Family___ Medical Insurance Paid___ Prescription Medicines and Drugs___ Doctor and Dentist Payments___ Hospital and Nurse Payments___?Tax Deductible Miles Traveled?for Medical Purposes___?Home Mortgage Interest?from Form 1098___ Home Second?Mortgage Interest Paid___ Real Estate Taxes Paid___ State Taxes Paid with Last Year's Return (if claiming?itemized deductions)___ Personal Property Taxes Paid___?Charitable Cash Contributions___ Fair Market Value of Non-cash Contributions to Charities___ Unreimbursed Expenses Related to Volunteer Work___?Tax Deductible Mileage?for Volunteer Purposes___ Casualty and Theft Losses___ Amount Paid to Professional Preparer Last Year___ Unreimbursed Expenses Related to Your Job___?Miles Traveled Related to Your Job___?Union and Professional Dues___?Investment Expenses___?Job-hunting Expenses___?IRA Contributions___?Student Loan Interest Paid___?Moving Expenses___ Last Year's Tax Return Preparation FeeTax Estimate Payments___?Estimated Tax Payments?Made with ES Vouchers___ Last Year's Tax Return Overpayment Applied to This Year___ Off Highway Fuel Taxes PaidGeneral Information___?Copy of Last Year's Tax Return___ Social Security Numbers for You and Your Spouse___?Educational Expenses?for You and Your Spouse___ Dependents' Names, Years of Birth, and Social Security Numbers___ Dependents' Post High School Educational Expenses___?Child Care Expenses?for Each Dependent___ Prior Year Adjusted Gross Income (AGI) -?how to find last year's adjusted gross income (AGI)___ Routing Transmit Number (RTN) (For direct deposit/debit purposes)___ Bank Account Number (BAN) (For direct deposit/debit purposes) ................
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