Forms Used In An Individual Tax Return
The following is a list of required items and their related forms in simple and complex returns including multiple forms and schedules.
Taxpayer Information – Name, Address, Phone, City, ST, Zip, DOB SSN email (In Care Of information if applicable) [1040, 1040A, 1040EZ]
Taxpayer Exemptions – Whether can be claimed by another and if the tie-breaker rule needs to be applied [1040, 1040A, EITC]
Childcare – [1040, 1040A, 2441]
Make sure all reportable income (money from all sources whether W2, W2G, 1099, Cash, or Barter)
Unreimbursed Expenses related to a job – [1040, 2106]
Income or loss from rental property – [1040, Sch E]
Income or loss from other business – [1040, Sch C]
Work from home business use of home – [1040, 8829]
Income or loss from partnership or other corporate interest – [1040, Sch K1]
Health Insurance – Self-paid, employer- paid, or other [1040, 1040A, 1095B]
Health Coverage Exemption – [1040, 1040A, 8965]
Interest Received or Paid [1040, 1098INT]
Tuition – [1040, 1040A, 1098T]
Itemized Deductions – [1040, Sch A]
Education – You claim an education tax credit by completing Form [1040, 1040A, 8863], and attaching it to Form [1040] or [1040A] (if you or your spouse can be claimed by another and you have no other deductions or adjustments to consider, you must use 1040EZ and cannot take the education credit. If you both were in school and the primary taxpayer is not claimed by another, the education credit is available for that taxpayer on 1040EZ).
