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2018 Individual Tax Return Checklist Name: Contact No: Tick box, collect and attach your receipts, tax invoices and documents that apply to you. Makes your tax appointment or preparation of your return
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How to fill out what tax documents do

01
To fill out tax documents, follow these steps:
02
Gather all relevant financial information, such as W-2 forms, 1099 forms, and receipts.
03
Determine which tax documents you need to fill out based on your specific situation. Common tax forms include 1040, 1040A, and 1040EZ.
04
Carefully read the instructions on each tax form to understand what information needs to be provided.
05
Fill in your personal information, such as your name, Social Security number, and address.
06
Report your income and deductions accurately. Make sure to include all sources of income, such as wages, interest, and dividends.
07
Follow the appropriate schedules or worksheets to calculate any additional credits or deductions you may be eligible for.
08
Double-check all calculations and ensure that all information is entered correctly.
09
Sign and date the tax documents.
10
Make copies of the filled-out tax documents for your records.
11
File your tax documents by mailing them or electronically submitting them, depending on your preferred method.
12
Remember to consult with a tax professional or use tax software if you have any doubts or complex tax situations.

Who needs what tax documents do?

01
Various individuals or entities may need different tax documents depending on their circumstances. Some common individuals who need tax documents include:
02
- Employed individuals who receive a W-2 form from their employers
03
- Self-employed individuals who need to report income and expenses using Schedule C
04
- Individuals who receive any type of 1099 form, such as 1099-INT for interest income or 1099-DIV for dividend income
05
- Homeowners who need to report mortgage interest paid using Form 1098
06
- Individuals who have significant investments and need to report capital gains or losses using Schedule D
07
- Parents or guardians who claim dependents on their tax returns and need to complete additional forms, such as Form 8862
08
It's important to note that everyone who earns income is required to file a tax return, but the specific tax documents needed may vary based on individual circumstances.
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Tax documents are official forms used to report financial information to tax authorities, detailing income, deductions, credits, and other relevant data needed to assess tax liability.
Individuals and entities with taxable income, such as employees, self-employed individuals, and businesses, are required to file tax documents, typically based on their income level and legal obligations.
To fill out tax documents, gather all financial records, follow instructions provided with the forms, report income accurately, claim eligible deductions and credits, and ensure all calculations are accurate.
The purpose of tax documents is to provide a transparent account of an individual's or entity's financial activities for the tax year, allowing tax authorities to assess and collect the appropriate amount of tax.
Tax documents must report information such as total income, various deductions, credits, tax payments, and any other relevant financial details required by tax law.
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