1 1098S 1040
User Manual: 1098S
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You Spouse Dependents Basic Info
Name, SSN or ITIN, and date of birth
Last Year's Return - hard copy or PDF file (TaxACT can import basic
info from PDF's of returns prepared by select software solutions)
Estimated Taxes Paid
You Spouse Dependents Documents Received
Form W-2s - wage and tax statements
Form 1095s – includes health insurance marketplace statement (1095-A),
health coverage (1095-B) and employer-provided health insurance offer
and coverage (1095-C)
Form 1098s - includes mortgage interest (1098) and student loan interest
(1098-E)
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 Personal Records
Child and Dependent Care Expenses
Education Expenses
Medical Expenses
Vehicle (Personal Property) Taxes Paid
What I Need to File
2014 Checklist 1040 Individual Income Tax Return
Reminder: 2014 taxes are due April 15, 2015
Notes
You Spouse Dependents Personal Records
Real Estate Taxes
Mortgage Interest Paid
Charitable Contributions
Business or Employee Expenses
Gambling Expenses
Investment Transactions
Retirement Contributions
Foreign Earned Income and Foreign Taxes Paid
Moving Expenses
Energy Efficiency Property Expenses
Household Employee Expenses
Alimony Expenses and/or Income
Expenses for miscellaneous itemized deductions
You Spouse Dependents E-file/Print
Bank Information (Account and Routing Number for Direct
Deposit/Withdrawal)
Prior year's Self-Select PIN or Prior year's AGI (Adjusted Gross Income)
What I Need to File
2014 Checklist 1040 Individual Income Tax Return
Reminder: 2014 taxes are due April 15, 2015
