01/31/2023
Income Tax Filings Checklist
1. Determine your residency status: If you are a US citizen or a resident alien, you need to file a tax return. If you are a non-resident alien, you may need to file a tax return if you have income from US sources.
2. Gather your tax documents: You will need your W-2 form, 1099 forms, and any other forms that show your income.
3. Determine your filing status: Your filing status determines your tax rate, standard deduction, and other tax benefits.
4. Determine if you are eligible for any tax credits: Tax credits reduce the amount of tax you owe.
5. Choose a tax software or find a tax preparer: You can file your taxes electronically using tax software or you can find a tax preparer to assist you.
6. File your tax return: You can file your tax return electronically or on paper. Make sure to file your tax return by the deadline.
7. Pay any taxes owed: If you owe taxes, you need to pay them by the deadline.
8. Keep records of your tax return: Keep a copy of your tax return and all supporting documents for at least three years.1.