Get the free Your 2017 Tax Document Checklist H&R Block

Your Personalized 2017 tax prep checklist. Not sure what items you need to prepare your 2017 tax return? Just answer a few quick questions to create your very ...

How to fill out your 2017 tax document

How to fill out your 2017 tax document

1. Gather all the necessary documents such as W-2 forms, 1099 forms, and any other income-related documents.
2. Verify your personal information and ensure it is accurate, including your name, address, and Social Security number.
3. Determine your filing status, whether it's single, married filing jointly, married filing separately, etc.
4. Calculate your total income by adding up all the income sources mentioned in the documents you gathered.
5. Deduct any eligible expenses or deductions, such as mortgage interest, student loan interest, or medical expenses.
6. Determine if you qualify for any tax credits, such as the Earned Income Tax Credit or Child Tax Credit.
7. Complete the appropriate sections on the tax form, including income, deductions, and credits.
8. Double-check all the information entered for accuracy and completeness.
9. Sign and date the tax form.
10. Submit the completed tax form either electronically or by mail, depending on the chosen filing method.

Who needs your 2017 tax document?

1. Individuals who had taxable income during the year 2017 need their tax document.
2. Self-employed individuals who earned more than a certain threshold need their tax document.
3. Employees who had income tax withheld from their paychecks need their tax document.
4. Individuals who received unemployment compensation need their tax document.
5. People who had rental income, royalty income, or income from investments need their tax document.
6. Anyone who wants to claim a tax refund or a tax credit needs their tax document.
7. Students who paid for qualified education expenses may need their tax document.
8. Parents who want to claim the Child Tax Credit or other related credits need their tax document.
9. Homeowners who paid mortgage interest and property taxes need their tax document.
10. Individuals who want to accurately report their income and comply with tax laws need their tax document.

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What is your tax document checklist?

Our tax document checklist includes items such as W-2 forms, 1099 forms, receipts for deductible expenses, and any other relevant financial documents.

Who is required to file your tax document checklist?

Anyone who has earned income during the taxable year and meets the filing requirements set by the IRS is required to file our tax document checklist.

How to fill out your tax document checklist?

To fill out our tax document checklist, you will need to gather all relevant financial documents, review the instructions provided, and accurately report all required information.

What is the purpose of your tax document checklist?

The purpose of our tax document checklist is to ensure that taxpayers report their income and deductions accurately to the IRS in order to calculate the correct amount of taxes owed.

What information must be reported on your tax document checklist?

Our tax document checklist requires reporting of all sources of income, deductible expenses, and any other financial information relevant to filing your taxes.