Have you researched whether you are eligible for special deductions, exemptions and filing extensions?
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Do you have last year's tax return on hand?
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If you use an ITIN (Individual Tax Identification Number) to file, did you check to make sure it hasn't expired?
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Do you have details ready such as Social Security numbers and birth dates for you, and if applicable, your spouse and your dependents?
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Do you have all of your applicable W-2 forms or other income documents?
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Do you have access to all of the IRS documents and forms you will use?
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Do you have everything you need for both federal and state filing?
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Do you have all applicable receipts and documents for deductions on hand?
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Are you aware of the standard and late filing deadlines?
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If using a tax-filing website, have you visited the site to create an account or make sure your existing account still works?
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Assessment End
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