Before You Begin

Before you begin to prepare your income tax return, go through the following checklist. Not every category will apply to you, so just pick those that do, and make sure you have that information available. When you're ready to prepare your tax return using TurboTax software, you'll be surprised at how much time you'll save by organizing your information beforehand.

Before you start tax prepration

• Income from jobs: forms W-2 for you and your spouse
• Investment income—various forms 1099 (-INT, -DIV, -B, etc.), K-1s, stock option information
• Income from state and local income tax refunds and/or unemployment: forms 1099-G
• Taxable alimony received (applicable to divorces finalized before January 1, 2019)
• Business or farming income—profit/loss statement, capital equipment information
• If you use your home for business—home size, office size, home expenses, office expenses.

Situations covered (assuming no added tax complexity):

• W-2 income..
Interest or dividends (1099-INT/1099-DIV) that don’t require filing a Schedule B.
• IRS standard deduction
• Earned Income Tax Credit (EITC).
• Child Tax Credit (CTC) . .
Student loan interest deduction.

Your tax return, backed for lifeTM 100% accurate calculations, audit support, and your max refund. All backed for the full 7-year life of your tax return.

Searches for tax deductions TurboTax finds every tax deduction and credit you qualify for to boost your tax refund.

Searches for tax deductions TurboTax finds every tax deduction and credit you qualify for to boost your tax refund.

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