TAX DOCUMENTS CHECKLIST 2018 DOWNLOAD

Here are tips on what do do if you do not get a W-2 on time. If an employer(s) do not provide you your W-2 forms or the issuer(s) of a 1099 Form does not mail them to you on time, contact them and request it. Filing without a form in early January and later receiving one would mean you would have to file a tax amendment. are required to get all forms (W-2, 1099 etc.) to you before February 1. In order to avoid the hassles of a tax amendment, we at strongly recommend your start preparing your taxes, but we strongly recommend you DO NOT e-file your taxes before February 1. If you miss an important form on your tax return, such as an income or deduction form, you will have to prepare a tax amendment.

TAX DOCUMENTS CHECKLIST 2018 DOWNLOAD

You can also download or print this page and check each item off as you collect your information. Step 1: Collect Your Forms. Before you start preparing your return on, use this page as a reference to collect the forms, receipts, documents, and statements necessary to prepare and e-file your taxes. Too many taxpayers rush into this to get their refunds, only to realize later that they missed a W-2 or 1099, meaning they are forced to prepare and file a tax amendment. We strongly suggest that you prepare to prepare your income tax returns. We at strive to get rid of the Tax Mumbo Jumbo for you as much as possible.

A request from DOR for more information.Taxes are difficult enough, preparing them shouldn't be.

If you already filed on paper this year, don't e-file for the same tax year.īefore you contact DOR, you should wait up to 10 weeks to get: Note:Į-file your return to get the fastest tax refund. When you owe taxes and are paying by check, don’t forget to sign the check.

If married and filing jointly, you and your spouse must both sign the return. The return is not valid without a signature. 5) Sign and date your returnĭon’t forget to sign your tax return at the bottom of. Be sure to enter the correct routing and account numbers on your return. You can have your refund deposited directly into your savings or checking account. Doing so will slow down the processing of your return. Put checks and other documents inside an envelope. If you claim the Earned Income Tax Credit, make sure the credit amount is correct. When you add or subtract, check your numbers. If you amend your return, include all the schedules filed with the original return, even if you did not make any changes to those schedules. Nonresidents are not subject to the Massachusetts Health Care Reform Law. The Schedule HC must be completed and enclosed for all resident returns and most part-year resident returns. If you don’t include all the schedules, your return can’t be processed, and your refund will be delayed. If you file on paper, remember to: 1) Include all schedules, such as Schedule HC

The following returns and payments must always be e-filed:įiling on paper is the slowest way to file your state income tax. Also, delays happen more often with paper returns. Do not file this form if you e-file your Forms W-2. Note : You must submit Form M-3 with Forms W-2, Copy 1. Reconciliation of Withholding: Form M-3 :.These taxes include exempt trusts, associations, and corporations not subject to the e-file mandate. Note: Your amended return must include a completed Form 1 or Form 1-NR/PY and all schedules filed with the original return, even if there are no changes. Note: If you are using a courier service such as FedEx or DHL, please send your Form 1 or Form 1-NR/PY ( with or without payments) to: Use the following addresses for either an original or an amended return.

Tax documents checklist 2018