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Your 2018 tax return checklist Highlighted below are the items we need to complete your 2018 tax return. Please bring these items with you to your appointment or mail them with your completed tax

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How to fill out preparing your tax document

01

Gather all relevant financial documents, such as W-2 forms, 1099 forms, and receipts for deductible expenses.

02

Determine your filing status, whether you are single, married filing jointly, married filing separately, or head of household.

03

Choose the appropriate tax form to fill out based on your filing status and income level. This could be Form 1040, 1040A, or 1040EZ.

04

Fill out personal information, including your name, Social Security number, and address.

05

Report your income and deductions accurately. Enter the information from your W-2 and 1099 forms, and include any tax credits or deductions you may qualify for.

06

Calculate your taxable income by subtracting deductions and exemptions from your total income.

07

Calculate your tax liability using the tax tables or tax software.

08

Pay any taxes owed or request a refund if you overpaid.

09

Sign and date your tax return before mailing it to the appropriate tax authority.

10

Keep copies of your tax return and all supporting documents for future reference or audits.

Who needs preparing your tax document?

01

Anyone who has earned income during the tax year and meets the filing requirements set by the IRS needs to prepare their tax document.

02

This includes individuals who are employed, self-employed, freelance workers, and business owners.

03

In addition, anyone who received income from investments, rental properties, or other sources must also prepare their tax document.

04

Certain individuals may be exempt from filing taxes, such as those who earned below a certain income threshold or dependents claimed by someone else.

05

However, it is always advisable to consult with a tax professional or refer to the IRS guidelines to determine if you need to file your tax document.

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What is preparing your tax document?

Preparing your tax document involves gathering all necessary financial information and documentation to report your income, expenses, and any applicable deductions or credits to file your taxes.

Who is required to file preparing your tax document?

Anyone who earns income in a tax year is required to file their tax document.

How to fill out preparing your tax document?

To fill out your tax document, you will need to gather all relevant financial information, follow the instructions provided, and accurately report your income, expenses, and deductions.

What is the purpose of preparing your tax document?

The purpose of preparing your tax document is to report your financial information to the government for the purpose of calculating and paying taxes owed or receiving a refund.

What information must be reported on preparing your tax document?

You must report all sources of income, deductions, credits, and any other relevant financial information on your tax document.

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