H&R Block Checklist | ChecklistComplete

Details for H&R Block Checklist

1. Review your tax documents.

Tax payers should review their tax documents to ensure they have all the information they need to file their taxes. This includes W-2s, 1099s, and other tax documents.

2. Check for any changes in your family status.

Taxpayers should update their information with H&R block if there have been any changes in their family status since the last time they filed taxes. This includes changes in marital status, dependents, and income.

3. Consider itemized deductions or the standard deduction.

Taxpayers can choose to take the standard deduction or itemize their deductions. Itemizing deductions can result in a larger deduction, but not everyone will benefit from itemizing.

4. Look into credits you may be eligible for.

There are a number of credits available to taxpayers, and many people are unaware of the credits they may be able to claim. Credits can reduce the amount of taxes owed or result in a refund.

5. Report income and losses from investments.

Taxpayers who have income or losses from investments need to report this on their tax return. This includes income from stocks, bonds, and other investments.

6. Determine if you need to file Schedule C or C-EZ.

Self-employed taxpayers often need to file Schedule C, while taxpayers who have simple businesses may be able to file Schedule C-EZ instead.

7. File your return electronically or by mail.

Taxpayers can choose to file their return electronically or by mail. E-file is faster and can result in a refund sooner, but not everyone is eligible to e-file their return.

8. Check your credit report for accuracy.

It's important to check your credit report for accuracy before filing your taxes. This includes checking for incorrect information such as addresses, employers, and Social Security numbers.

9. Review your tax return for errors.

Even with the checklist, it's possible for taxpayers to make mistakes on their tax return. It's important to review your return carefully for any errors before filing it.

10. Get help from a professional if you need it.

Some taxpayers may need help preparing their tax return and H&R block offers free assistance from professionals who are experts in tax preparation. This service is available online, by phone, or in person.

FAQ for H&R Block Checklist

What is the H&R block checklist?

The H&R block checklist is a comprehensive list of questions that you should ask your tax preparer to ensure that your return is prepared accurately.

Why should I use the checklist?

The checklist can help you ensure that your return is prepared accurately and that you receive the maximum possible refund.

What if I don't use the checklist?

If you do not use the checklist, you may not receive the maximum possible refund, and your return may be prepared inaccurately.

How do I use the checklist?

To use the checklist, simply print it out and take it with you when you meet with your tax preparer. Make sure to ask your preparer all of the questions on the checklist to ensure accuracy.

What if I have additional questions?

If you have additional questions about the checklist or your taxes in general, you can always contact H&R block directly for assistance.

In Summary

The H&R block checklist is a helpful tool for taxpayers to use when preparing their taxes. The checklist covers a variety of topics, including deductions, credits, and income. Having the checklist can help taxpayers make sure they don’t miss any important deductions or credits. However, it’s important to review the checklist carefully and to file an accurate tax return. Taxpayers who need help preparing their return can get assistance from a professional at H&R block.