![]() ![]() If you discover an error in the H&R Block tax preparation software that entitles you to a larger refund (or smaller liability), we will refund the software fees you paid to prepare that return and you may use our software to amend your return at no additional charge.Federal pricing will vary based upon individual taxpayer circumstances and is finalized at the time of filing. Additional fees apply for tax expert support. ![]() Additional terms and restrictions apply See Guarantees for complete details. It does not provide for reimbursement of any taxes, penalties, or interest imposed by taxing authorities and does not include legal representation. Free Worry-Free Audit Support is available only for clients who purchase and use H&R Block desktop software solutions to prepare and successfully file their 2022 individual income tax return (federal or state).: Get access to an ultra-helpful printable checklist to help you ensure you’ve got everything covered. Work with a tax pro at H&R Block to help you finish the process. Then, it’s time to file your federal, state and local taxes. Good luck and happy organizing! If you’re feeling overwhelmed, realize that getting organized is often the most difficult step in tax preparation.Īfter you’ve collected the appropriate tax documentation, it’s time to start ensuring that you have all of the tax filing forms needed to file your taxes. Receipts for classroom expenses (for educators in grades K-12).Form 1098-E if you paid student loan interest.Records of any scholarships or fellowships you received.Receipts that itemize qualified educational expenses.Forms 1098-T from educational institutions.A list of taxes you paid the previous two years: including state and local taxes and any estimated taxes payments you made.Forms 1099-B, 1099-DIV, 1099-INT if you have income or losses from investments.Bank statements showing interest income.Records of personal property taxes paid.Statement showing the amount of real estate taxes paid.Invoice showing amount of vehicle sales tax paid.Amount of state/local income tax paid (other than wage withholding) or amount of state and local sales tax paid.Rental asset totals – cost, date placed in service for depreciation determination.Records of income and expenses paid in 2019.Pensions, IRA, and other retirement income ( Form 1099-R).Total value of your retirement accounts as of Dec.Business-use asset information (cost, date placed in service, etc.) for depreciation purposes.Records of all expenses paid during the tax year related to your self-employment business.Income records to verify amounts received if not reported on a 1099-MISC.Form 1095-A if you enrolled in an insurance plan through the Healthcare Marketplace (B and/or 1095-C if you had insurance coverage through any other source).Total amount paid for healthcare insurance and expenses along with itemized receipts.Mileage driven for charitable purposes.Records of non-cash charitable donations.Records of cash amounts donated to houses of worship, schools, other charitable organizations.You also need a Tax Identification Number (TIN) for the provider to claim any tax benefit. Fees paid to a licensed day care center or family day care for care of an infant or preschooler.If you do not have a Social Security number, your Individual Tax Identification Number.Your Social Security number (for you, your spouse and your dependents, if applicable).If you need a refresher or if you’re just getting started with your tax document organization, here’s an overview of what tax filing forms and information you need to file taxes for tax year 2019: Tax Form Checklist Items Personal Information Here is an easy-to-follow tax form checklist that you’ll need to file your taxes this year. This is easier said than done, right? You may be wondering, “what forms do I need to file taxes?” Well, it can actually be easy with the right tools. If you have time to spare this month, get organized! Dig through those stacks of receipts and documents laying around the house and get your “ducks in a row”. You have an opportunity to claim and receive your tax refund sooner.You have plenty of time to gather documents to make sure you claim all credits and deductions you are entitled to.You avoid the stress of last-minute filing.In fact, getting started on your taxes early has some great benefits, like: While you may not be a typical early filer, it is in your favor to start preparing your tax documents now. January is the time of new beginnings – starting a year with a blank slate, setting (and keeping) new resolutions, and getting prepared for the year ahead. ![]()
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