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New Member
posted Jun 3, 2019 11:22:31 AM

Can i create a list of information I need for filing- why isn't this the first step of your process?

I am using Home & Business version 2017 for year 2017 I haven't filed

0 3 573
3 Replies
Not applicable
Jun 3, 2019 11:22:33 AM

different taxpayers have different filing requirements.  a "complete list" of every thing possible that a taxpayer might need would probably take several weeks to read.  

Level 15
Jun 3, 2019 11:22:34 AM

And you should always start by getting out a copy of your last year's return to use as a guide so you don't forget to enter some income or deductions. 

Level 15
Jun 3, 2019 11:22:35 AM

This is from a couple of years ago--but it will give you a good start.

http://images.turbotax.intuit.com/iqcms/marketing/lib/TurboTax_TaxPrepChecklist.pdf

Since you are working on a 2017 return, be aware that it cannot be e-filed.  So when it asks for your 2016 AGI it will not matter.   Your 2017 return has to be printed, signed and mailed.

When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS received the return.