/

Taxes 101

/

How to file taxes?

1 Min Read

How to file taxes?

By

on

When filing taxes for yourself or for your business, it's good to start by knowing what form you will be filing. In most cases, individuals will file a Form 1040. In the event the individual is a non-resident, they may file a 1040NR. Those who qualify can file the short versions of these forms (1040A, 1040EZ, 1040NR-EZ). Businesses file according to their company’s formation (see “Starting a Business?”).

When starting the preparation of your personal return, or if working with a preparer to assist you with it, be sure to have at least the following documents in order:

  1. Proof of identification
  2. Filing status
  3. Residency status
  4. Social security number (ITIN if non-resident) and date of birth for all individuals on the tax return
  5. Copy of prior year tax return
  6. Tax documents showing income for the year
  7. Bank and brokerage statements
  8. Proof for any deductions or credits
  9. Bank routing number if you are interested in direct deposit of your refund (if applicable)
  10. Pay your tax bill once the return has been completed
Legal Disclaimer

Tickmark, Inc. and its affiliates do not provide legal, tax or accounting advice. The information provided on this website does not, and is not intended to, constitute legal, tax or accounting advice or recommendations. All information prepared on this site is for informational purposes only, and should not be relied on for legal, tax or accounting advice. You should consult your own legal, tax or accounting advisors before engaging in any transaction. The content on this website is provided “as is;” no representations are made that the content is error-free.

We recommend a Pro file your taxes. Click here to file today.Leave your books to professionals. Click to connect with a Pro.
Was this post helpful?
Yes, thanks!
Not really
Thank you for your feedback
Oops! Something went wrong while submitting the form.
Did you know business owners can spend over 100 hours filing taxes?
Yes
No
Is this article answering your questions?
Yes
No
Do you do your own bookkeeping?
Yes
No
Are you filing your own taxes?
Yes
No
How is your work-life balance?
Good
Bad
Is your firm falling behind during the busy season?
Yes
No

published

October 1, 2018

in

Phillip Ingelmo

Phillip Ingelmo

Read

by this author

Share this article
>