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Print Form Paper Clip items to this form States Filed This form is subject to the Privacy Act of 1974 FOR OFFICIAL USE ONLY Version 1.3 TAX PREPARATION INFORMATION SHEET Part I. Your Personal Information
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How to fill out tax preparation information sheet
How to fill out a tax preparation information sheet:
01
Start by gathering all necessary documents, such as W-2 forms, 1099 forms, receipts for deductions, and any other relevant income and expense records.
02
Fill in your personal information, including your name, address, Social Security number, and any other requested identification details.
03
Provide information on your filing status, such as whether you are single, married filing jointly, or head of household.
04
Enter your income details, including wages, self-employment income, rental income, and any other sources of income you may have.
05
Deductions and credits: Fill out any deductible expenses you have, such as mortgage interest, medical expenses, and student loan interest. Additionally, claim any eligible tax credits, such as the child tax credit or earned income credit.
06
If you have any dependents, provide their personal information and any applicable tax credits or deductions you qualify for.
07
Review and double-check all the information you have entered to ensure accuracy.
08
Sign and date the tax preparation information sheet to validate it.
09
Once completed, submit the information sheet along with any supporting documents to your tax preparer or file it yourself if you are doing your own taxes.
Who needs a tax preparation information sheet?
01
Individuals who earn income from multiple sources, such as employment, self-employment, or investments, may need a tax preparation information sheet.
02
Anyone who has deductible expenses, such as mortgage interest, medical expenses, or charitable contributions, should fill out a tax preparation information sheet to ensure these deductions are properly accounted for.
03
Taxpayers who claim tax credits, such as the child tax credit or earned income credit, will need to provide the necessary information on the tax preparation information sheet.
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