Checklists
Printable lists. They are general information, not a filing position.
Documents for your preparer
- Identity document
- Prior-year return if you have one
- Income forms such as W-2 or 1099
- Records of estimated payments
Moving abroad
- Residency dates
- The revenue authority page for the destination
- Treaty text if one exists
- A list of accounts you still hold at home
First-year freelancer
- Income records
- Expense records
- Estimated-tax dates from the deadlines table
- The form instructions for your country