2018 Tax Return Preparation Checklist
Print this page as you collect Forms, Receipts, Documents etc. necessary to prepare and e-file your taxes. If you miss an important Form (Income, Deduction etc.) on your Tax Return you will have to prepare a Tax Amendment. Generally, don’t e-file before February 1, since most Forms arrive by January 31.
You will be better prepared to support your online tax return in case of a future federal or state tax audit.
Please visit our Tax Return Planning Page. We also recommend reviewing our list of stupid and smart things taxpayers do when completing tax returns.
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