iconTAX MASTER icon CLEAR ALL Annual Fed Taxesicon Annual State Taxesicon
Tax Source Source Detail Got it! Doc 1 Required When/How to Get Enter on Schedule/Line Got it! Doc(s) 2 Required When/How to Get Enter on Schedule/Line
Joseph 12200 Employer - Due 1/31 Line 1 Employer - Due 1/31 Line 1
Mary 12200 Employer - Due 1/31 Line 1 Employer - Due 1/31 Line 1
devis 12200 Employer - Due 1/31 Line 1 Employer - Due 1/31 Line 1
Broker 12200 Employer - Due 1/31 Line 1 Employer - Due 1/31 Line 1
Albert 12200 Employer - Due 1/31 Line 1 Employer - Due 1/31 Line 1
Broker 12200 Employer - Due 1/31 Line 1 Employer - Due 1/31 Sch. D: Cap Gains
Natli VUL 7881 22178 Bank/Broker: Online by 1/31 Sch. D: Cap Gains Bank/Broker: Online by 1/31 Line 4
Natli VUL 7881 22178 Bank/Broker: Online by 1/31 Sch. D: Cap Gains Bank/Broker: Online by 1/31 Line 4
Natli VUL 7881 22178 Bank/Broker: Online by 1/31 Sch. D: Cap Gains Bank/Broker: Online by 1/31 Line 4
Home 387306 1098 Mtg. Int. Lender: by 1/31 Schedule A Prop Taxes County Tax Collector Schedule A
Home 387306 1098 Mtg. Int. Lender: by 1/31 Schedule A Prop Taxes County Tax Collector Schedule A
Home 387306 1098 Mtg. Int. Lender: by 1/31 Schedule A Prop Taxes County Tax Collector Schedule A
Home 387306 1098 Mtg. Int. Lender: by 1/31 Schedule A Prop Taxes County Tax Collector Schedule A
Home 387306 1098 Mtg. Int. Lender: by 1/31 Schedule A Prop Taxes County Tax Collector Schedule A
Church/Charitable Cash & Checks Donee Schedule A Trav. Miles / Expenses Donee Schedule A
Med. Expenses more than 7.5% AGI List of Expenses Donee Schedule A Trav. Miles / Expenses Donee Schedule A
Best Practices for collecting above docs:
1. Create File(s) for docs January 1 of each year. Most docs are due by Jan 31, but will start coming sooner. 4. When each doc is received, check-off the above item in doc check-list
2. Put ABOVE LISTED DOCS in FOLDER and/or electronic file(s) - Click here for your Doc Vault, then go to "Taxes" 5. For Schedules C, E, F (self-generated docs) click below for samples to complete
3. For Docs NOT RECEIVED, check online accounts (usually under "tax docs" or "tax center" after you login.