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Over 57 million people self-prepared their taxes in 2019.  The key to doing your tax return easily and stress-free is to gather the items you need before starting and to use a tax software program like ezTaxReturn.com.  Being organized makes it easier to take advantage of money-saving credits and deductions so you get the biggest possible refund.  Here’s a checklist of everything you may need to do your taxes.

Personal information

  • Social security numbers and birth dates for you, your spouse and your dependents
  • A copy of last year’s tax return
  • Routing number and account number to receive your refund via direct deposit

Income

  • 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-MISC forms for independent contractor 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

Expenses

  • Forms 1098 for mortgage interest, points and private mortgage insurance
  • 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)

Other

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

ezTaxReturn.com is the fastest and easiest way to do your taxes. Most people can complete their federal and state returns in under 30 minutes.