{"product_id":"year-end-1040-tax-checklist-individual-filers","title":"What to Bring to File Your Taxes | Free Checklist","description":"\u003ch2\u003e\u003cspan\u003eIndividual Tax Appointment Checklist\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eStop guessing what to bring to your tax appointment.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eThis checklist helps individual taxpayers gather the documents and information their tax preparer may need—before the appointment begins.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3\u003e\u003cspan\u003eWhat’s Included\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003ePersonal, spouse, and dependent information\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eDriver’s licenses, Social Security numbers, and current IP PINs\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eW-2s and 1099 income documents\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eSelf-employment and rental records\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eCryptocurrency and investment information\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eHomeownership and real estate documents\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eEducation, retirement, and health insurance forms\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eChildcare provider information\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003ePotential deduction and credit records\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eEstimated tax payments and direct-deposit information\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003ePerfect for W-2 employees, freelancers, retirees, parents, homeowners, investors, and tax professionals preparing clients for appointments.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eNot every item will apply to you. Review each section and gather the documents that match your situation.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cstrong\u003e\u003cspan\u003eGet organized. Avoid delays. Arrive prepared.\u003c\/span\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003ch3\u003e\u003cspan\u003eImportant Disclaimer\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eThis checklist is for educational and organizational purposes only. It does not provide individualized tax or legal advice or guarantee eligibility for any deduction, credit, or refund.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3\u003e\u003cspan\u003eDigital Product Policy\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eThis is a digital product. No physical item will be shipped.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eDue to immediate access, \u003c\/span\u003e\u003cstrong\u003e\u003cspan\u003eall sales are final. No refunds, returns, exchanges, or cancellations will be accepted.\u003c\/span\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eQuestions? Email \u003c\/span\u003e\u003ca href=\"mailto:info@rapidtaxgroup.com\"\u003e\u003cstrong\u003e\u003cspan\u003einfo@rapidtaxgroup.com\u003c\/span\u003e\u003c\/strong\u003e\u003c\/a\u003e\u003cspan\u003e before purchasing. By completing your purchase, you agree to this policy.\u003c\/span\u003e\u003c\/p\u003e","brand":"Rapid Tax Software Solutions","offers":[{"title":"Default Title","offer_id":42728163180628,"sku":null,"price":0.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0595\/0314\/9140\/files\/DOCUMENTS_NEEDED_TO_FILE_TAX_RETURN.png?v=1789196143","url":"https:\/\/rapidtaxgroup.com\/products\/year-end-1040-tax-checklist-individual-filers","provider":"Rapid Tax Software Solutions","version":"1.0","type":"link"}