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2018 Tax Information Checklist Please Complete Checklist and Provide Supporting DocumentsTaxpayer Name: Spouse Name: Email: Email: Best Phone #: Phone #: Home Address (if new in 2018): City: State:
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How to fill out 2018 tax information checklist

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How to fill out 2018 tax information checklist

01
Gather all necessary tax documents such as W-2 forms, 1099 forms, and any other income statements.
02
Start by filling out your personal information section, including your name, address, and Social Security number.
03
Proceed to the income section and report all sources of income, including wages, salaries, self-employment income, and rental income.
04
Next, move on to the deductions and credits section. Enter any eligible deductions such as mortgage interest, student loan interest, and medical expenses.
05
If applicable, claim any tax credits you may qualify for, such as the earned income credit or child tax credit.
06
Review all the information entered to ensure accuracy and completeness.
07
Sign and date the checklist to certify that the information provided is true and accurate.
08
Finally, submit the completed checklist along with any supporting documents to the appropriate tax authority.

Who needs 2018 tax information checklist?

01
Anyone who is required to file a tax return for the year 2018 needs to fill out the 2018 tax information checklist. This includes individuals, businesses, and self-employed individuals.
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A tax information checklist is a document that lists all the necessary information and documents required to accurately report income and deductions on a tax return.
Individuals or businesses who have taxable income or deductions are required to file a tax information checklist.
To fill out a tax information checklist, gather all necessary financial documents and accurately report income, deductions, and other relevant information.
The purpose of a tax information checklist is to ensure that taxpayers accurately report their income and deductions to the tax authorities.
Information such as income from wages, investments, and other sources, as well as deductions for expenses, contributions, and credits must be reported on a tax information checklist.
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