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2018 Tax Return Checklist Wage & Tax Statement Form W2 Interest Income Form 1099INT Dividend Income Form 1099DIV Unemployment Compensation Form 1099G State Refunds Form 1099G Proceeds of Stock Transactions
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How to fill out 2018 tax return checklist
How to fill out 2018 tax return checklist
01
Gather all necessary documents such as W-2 forms, 1099 forms, and any other relevant income statements.
02
Determine your filing status to determine which tax forms to use.
03
Fill out your personal information such as name, address, and social security number.
04
Report all sources of income and calculate your total income.
05
Claim any deductions or credits that you qualify for.
06
Calculate your tax liability using the appropriate tax tables or tax software.
07
Decide whether to take the standard deduction or itemize your deductions.
08
Include any additional forms or schedules that may be required for your specific situation.
09
Review and double-check all the information for accuracy.
10
Sign and date your tax return before submitting it to the IRS.
Who needs 2018 tax return checklist?
01
Anyone who is required to file a federal income tax return for the year 2018 needs a tax return checklist.
02
This includes individuals who earned income during the year, self-employed individuals, and those who received income from sources other than their employer.
03
Additionally, individuals who want to ensure that they have included all necessary information and deductions on their tax return can also benefit from using a tax return checklist.
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What is tax return checklist?
A tax return checklist is a list of documents and information needed to accurately complete a tax return.
Who is required to file tax return checklist?
Anyone who earns income during the year is required to file a tax return checklist.
How to fill out tax return checklist?
To fill out a tax return checklist, gather all necessary documents such as W-2s, 1099s, receipts, and other financial information, and follow the instructions provided by the tax preparation software or service.
What is the purpose of tax return checklist?
The purpose of a tax return checklist is to ensure that all relevant financial information is reported accurately to the tax authorities.
What information must be reported on tax return checklist?
Information such as income, deductions, credits, and any other relevant financial data must be reported on a tax return checklist.
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