Work through this checklist before you file any return an AI tool helped prepare. You can print this page and check the items off as you go.
Personal Information
- Names and Social Security numbers match your Social Security cards exactly
- Your filing status is right for your situation
- Every dependent qualifies, and nobody else is claiming the same person
- Your address and bank information for any refund are correct
Income
- Every W-2 and 1099 you received is included
- Your income matches your IRS wage and income transcript, available through your IRS online account
- Investment sales include your cost basis, not just the sale amount
- Self-employment income includes everything you were paid, not just what appeared on 1099s
Deductions and Credits
- The return compares the standard deduction with itemizing and uses the larger one
- You meet the eligibility rules for every credit claimed
- Carryovers from last year's return, like capital losses, are carried forward
Payments and Final Checks
- Estimated tax payments match your IRS account records
- State returns are included for every state where you lived or earned income
- You've read the finished return, not just the summary
- You understand every number you're signing for
If any item makes you pause, a Second Look gives you a CPA's eyes on it before you file.
General information only, not tax advice for your specific situation.
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