Before you begin your tax return, you will want to make sure you have the following items:
Your Prior Year Return
You will need the AGI unless you electronically filed an accepted return with us using the same username as last year. To learn more on this, please visit How do I get my self-select PIN/AGI?
Social Security Numbers
- Spouse's also if married filing joint OR separate
- Your Dependent's Social Security Number
Tax documents you received in the mail. These include W-2s, 1099s, IRA information, Medical Savings Account information, Stock Sales (1099-B) etc.
These include amounts paid for medical and dental if you intend to itemize. If you are self-employed or an independent contractor, you will need all of your records to complete the Schedule C or E. Amounts paid for Real estate taxes and Mortgage Interest (only if you intend to itemize).
Please note that, beginning in tax year 2018, the standard deduction was increased. The program will automatically use the larger of the Standard Deduction or the Itemized Deduction.