2023 Checklist • 1040 - Individual Income Tax Return

Form 1099s - includes dividend income (1099-DIV), interest income (1099-INT & 1099-OID), merchant card and third party network payments (1099-K), miscellaneous income (1099-MISC), retirement plan distribution (1099-R), sale of home or real estate (1099-S), capital gain transactions (1099-B), distributions from an HSA, Archer MSA, or Medicare Advantage MSA (1099-SA) and unemployment compensation (1099-G)

Form 2439s - notice to shareholder of undistributed long-term capital gains

Schedule K-1s - partnership, S Corporation and estate or trust income

You

Spouse

Dependents

folder iconPersonal Records

Child and Dependent Care Expenses

Vehicle (Personal Property) Taxes Paid

You

Spouse

Dependents

folder iconPersonal Records

Real Estate Taxes

Mortgage Interest Paid

Business or Employee Expenses